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 128 ms

Reported as registered
CASTLEVIEW PARTNERS, LLC
CRD 281410 · SEC 801-106652
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CATALYST CAPITAL ADVISERS LLC
CRD 290191 · SEC 801-112369
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CATALYST STRATEGIC SOLUTIONS
CRD 44970 · SEC 801-35725
PLANO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CATALYST WEALTH MANAGEMENT LLC
CRD 329586 · SEC 801-129834
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAYETANO DEVELOPMENT, LLC
CRD 290076 · SEC 801-121555
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAZ GP STAKES ADVISER LLC
CRD 338168 · SEC 801-134494
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAZ INVESTMENTS L.P.
CRD 113931 · SEC 801-60606
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAZ INVESTMENTS REGISTERED ADVISER LLC
CRD 327614 · SEC 801-128764
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CCC ADVISORS, LLC
CRD 288948 · SEC 801-110798
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTENNIAL ADVISORS, LLC
CRD 290778 · SEC 801-122886
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTERGATE CAPITAL
CRD 281685 · SEC 801-110277
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTEROAK ADVISER, L.P.
CRD 175156 · SEC 801-81052
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTRIC ADVISORS, LLC
CRD 282477 · SEC 801-121623
CYPRESS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTURY MANAGEMENT FINANCIAL ADVISORS
CRD 112308 · SEC 801-14809
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CERTIFIED FINANCIAL STRATEGIES CORPORATION
CRD 114361 · SEC 801-132742
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CFM WEALTH PARTNERS LLC
CRD 305135 · SEC 801-117390
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CFO4LIFE
CRD 287600 · SEC 801-110095
COPPELL, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHAMBERS ENERGY CAPITAL
CRD 155906 · SEC 801-73329
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHARIS LEGACY PARTNERS
CRD 311968 · SEC 801-131532
BRYAN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHILDRESS CAPITAL ADVISORS, LLC
CRD 310277 · SEC 801-119348
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026