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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

2,699 sourced firms · query 191 ms

  • Reported as registered

    THREE BRIDGE WEALTH ADVISORS

    CRD 150460 · SEC 801-70332

    LOS ALTOS, CA

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

  • Exempt Reporting Adviser

    THRESHOLD MANAGEMENT, LLC

    CRD 305977 · SEC 802-117546

    PALO ALTO, CA

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

  • Reported as registered

    THRYVE WEALTH MANAGEMENT

    CRD 335920 · SEC 801-132749

    SANTA BARBARA, CA

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

  • Exempt Reporting Adviser

    THVC, LLC

    CRD 313697 · SEC 802-121072

    SAN FRANCISCO, CA

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

  • Reported as registered

    TICINO WEALTH

    CRD 335808 · SEC 801-133742

    MISSION VIEJO, CA

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

  • Reported as registered

    TIDEMARK MANAGEMENT COMPANY LP

    CRD 313541 · SEC 801-126266

    MENLO PARK, CA

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

  • Reported as registered

    TIDEMARK, LLC

    CRD 327611 · SEC 801-128758

    SAN DIEGO, CA

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

  • Reported as registered

    TIDWELL WEALTH MANAGEMENT LLC

    CRD 309109 · SEC 801-135914

    ROCKLIN, CA

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

  • Reported as registered

    TILLER PARTNERS, LLC

    CRD 170429 · SEC 801-79243

    BEVERLY HILLS, CA

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

  • Exempt Reporting Adviser

    TIME BIO MANAGEMENT, LLC

    CRD 311513 · SEC 802-119887

    LOS ANGELES, CA

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

  • Exempt Reporting Adviser

    TOBA CAPITAL FUND I SERIES

    CRD 169815 · SEC 802-79095

    IRVINE, CA

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

  • Exempt Reporting Adviser

    TOBA CAPITAL FUND II SERIES

    CRD 169803 · SEC 802-79094

    IRVINE, CA

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