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

1,302 sourced firms · query 112 ms

Reported as registered
CAMDEN WEALTH ADVISORS LLC
CRD 148518 · SEC 801-70004
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CANYON CAPITAL ADVISORS LLC
CRD 107922 · SEC 801-55592
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CANYON CLO ADVISORS LP
CRD 226636 · SEC 801-100453
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CANYON PARTNERS REAL ESTATE LLC
CRD 107880 · SEC 801-55634
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAP SIX ADVISORS
CRD 325164 · SEC 801-131815
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL ADVISORY GROUP, INC.
CRD 114539 · SEC 801-64114
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL CREEK PARTNERS
CRD 301211 · SEC 801-115166
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL IDEAS
CRD 114352 · SEC 801-66816
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPSTAR FINANCIAL SERVICES LLC
CRD 300349 · SEC 801-124743
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CARABELA INVESTMENTS LLC
CRD 336766 · SEC 802-133860
TOMBALL, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CARDINAL CSP INVESTMENTS GP, INC.
CRD 307463 · SEC 802-120988
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARGILE INVESTMENT MANAGEMENT
CRD 116982 · SEC 801-64513
MIDLAND, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARLIN WEALTH MANAGEMENT GROUP, LLC
CRD 325306 · SEC 801-127464
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARLSON CAPITAL, L.P.
CRD 118156 · SEC 801-60758
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CARNELIAN ENERGY CAPITAL MANAGEMENT, LP
CRD 270008 · SEC 802-106994
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
CRD 164325 · SEC 801-76865
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARROLL ADVISORY GROUP
CRD 334565 · SEC 801-132029
TEXARKANA, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CARROLLTON MINERAL PARTNERS GP, LP
CRD 162202 · SEC 802-76119
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARSON MANAGEMENT COMPANY, LLC
CRD 153261 · SEC 801-71258
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CARTESS INVESTMENT PARTNERS LLC
CRD 317294 · SEC 802-132316
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026