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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

1,284 sourced firms · query 134 ms

  • Reported as registered

    C CUBED CAPITAL PARTNERS, LLC

    CRD 328128 · SEC 801-128940

    BOCA RATON, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Exempt Reporting Adviser

    C/M CAPITAL PARTNERS, LP

    CRD 332641 · SEC 802-131199

    MIAMI, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CAIM LLC

    CRD 144946 · SEC 801-110097

    LONGBOAT KEY, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CALEO CAPITAL N.A. LLC

    CRD 308542 · SEC 801-134431

    PONTE VEDRA, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Exempt Reporting Adviser

    CALIXTO GLOBAL PARTNERS LLC

    CRD 171687 · SEC 802-136142

    CORAL GABLES, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CALTON & ASSOCIATES, INC.

    CRD 20999 · SEC 801-70036

    TAMPA, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CALUMET CAPITAL PARTNERS LLC

    CRD 318770 · SEC 801-126425

    MIAMI, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CAMARDA WEALTH ADVISORY GROUP

    CRD 113784 · SEC 801-61028

    FLEMING ISLAND, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Pending / 120-Day Approval

    CAMBIER CAPITAL, LLC

    CRD 341216 · SEC 801-135746

    NAPLES, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CAMBRIA WEALTH MANAGEMENT

    CRD 335458 · SEC 801-132855

    SARASOTA, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Exempt Reporting Adviser

    CAMBRIDGE ALPHA LLC

    CRD 343248 · SEC 802-137006

    NAPLES, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CANAL ROAD CAPITAL, LLC

    CRD 327488 · SEC 801-128925

    MIAMI, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CANOPY 360 WEALTH, LLC

    CRD 296771 · SEC 801-113494

    OCALA, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Exempt Reporting Adviser

    CANVAS CAPITAL MANAGEMENT LLC

    CRD 337587 · SEC 802-134300

    COCONUT GROVE, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CAPACUITY LLC

    CRD 297679 · SEC 801-113636

    LAKE MARY, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CAPCO ASSET MANAGEMENT, LLC

    CRD 141325 · SEC 801-110809

    TAMPA, FL

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CAPITAL Q MANAGEMENT LLC

    CRD 305337 · SEC 801-135011

    MAITLAND, FL

    Source release August 3, 2026 · retrieved August 18, 2026