Reported as registered
SELECT MONEY MANAGEMENT, INC.
CRD 153256 · SEC 801-71212
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
2,699 sourced firms · query 183 ms
Exempt Reporting Adviser
SELVA VENTURES
CRD 310310 · SEC 802-131272
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SEMPERVIRENS VENTURES LLC
CRD 301371 · SEC 802-117604
SAN MATEO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SENECA PRIVATE WEALTH, LLC
CRD 334161 · SEC 801-131767
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SENTINEL DOME PARTNERS, LLC
CRD 172019 · SEC 801-80102
BURLINGAME, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SENTINEL GLOBAL
CRD 326444 · SEC 801-134052
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SENTRY ADVISORS, LLC
CRD 174042 · SEC 801-80730
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SEPULVEDA MANAGEMENT LLC
CRD 284290 · SEC 801-108097
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SEQUOIA CAPITAL OPERATIONS, LLC
CRD 157373 · SEC 801-122957
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SEQUOIA GLOBAL EQUITIES
CRD 157402 · SEC 801-73468
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SER CAPITAL PARTNERS MANAGEMENT, LP
CRD 307713 · SEC 801-126264
REDWOOD CITY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.
CRD 160292 · SEC 801-73183
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SERENUS WEALTH ADVISORS, LLC
CRD 332034 · SEC 801-130660
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SERIES X CAPITAL
CRD 335150 · SEC 802-132474
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SESTANTE FAMILY OFFICE
CRD 335152 · SEC 801-132433
CORONADO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SEVEN POST INVESTMENT OFFICE LP
CRD 157435 · SEC 801-72411
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SEVEN STARS VENTURES MANAGEMENT, LLC
CRD 336685 · SEC 802-133859
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SF EQUITY PARTNERS MANAGEMENT, LLC
CRD 162396 · SEC 801-117068
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SFE INVESTMENT COUNSEL INC.
CRD 145530 · SEC 801-68580
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
SHAH WEALTH ADVISORS
CRD 340644 · SEC 801-135572
CHINO HILLS, CA
Source release August 3, 2026 · retrieved August 18, 2026