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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 207 ms

  • Reported as registered

    TRANSGLOBAL ADVISORY, LLC

    CRD 168709 · SEC 801-129096

    MONROVIA, CA

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

  • Exempt Reporting Adviser

    TRANSLINK CAPITAL JAPAN, LLC

    CRD 301360 · SEC 802-115036

    PALO ALTO, CA

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

  • Exempt Reporting Adviser

    TRANSLINK CAPITAL, LLC

    CRD 156262 · SEC 802-75196

    PALO ALTO, CA

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

  • Exempt Reporting Adviser

    TRANSMEDIA CAPITAL, LLC

    CRD 243789 · SEC 802-100501

    SAN FRANCISCO, CA

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

  • Reported as registered

    TRANSOM CAPITAL GROUP

    CRD 170459 · SEC 801-110356

    EL SEGUNDO, CA

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

  • Reported as registered

    TRAVEKA WEALTH, LLC

    CRD 328421 · SEC 801-128889

    LOS ALTOS, CA

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

  • Reported as registered

    TREE LINE CAPITAL PARTNERS, LLC

    CRD 173784 · SEC 801-106682

    SAN FRANCISCO, CA

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

  • Reported as registered

    TREEHOUSE WEALTH ADVISORS

    CRD 292016 · SEC 801-112623

    WALNUT CREEK, CA

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

  • Exempt Reporting Adviser

    TREGARON CAPITAL

    CRD 162722 · SEC 802-76254

    PALO ALTO, CA

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

  • Reported as registered

    TRELLIS WEALTH ADVISORS, LLC

    CRD 154861 · SEC 801-80089

    SAN LUIS OBISPO, CA

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

  • Reported as registered

    TREND TRADE PRO, LLC

    CRD 328383 · SEC 801-131644

    PASADENA, CA

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

  • Reported as registered

    TRIAGEN WEALTH MANAGEMENT LLC

    CRD 308457 · SEC 801-118681

    CALABASAS, CA

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

  • Reported as registered

    TRIANGLE PEAK PARTNERS, LP

    CRD 147917 · SEC 801-69591

    PALO ALTO, CA

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

  • Reported as registered

    TRIATOMIC CAPITAL

    CRD 312408 · SEC 801-120359

    PALO ALTO, CA

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

  • Reported as registered

    TRIAVERA CAPITAL LLC

    CRD 329548 · SEC 801-134054

    LARKSPUR, CA

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

  • Reported as registered

    TRIBE CAPITAL

    CRD 304697 · SEC 801-119160

    SAN MATEO, CA

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

  • Reported as registered

    TRICORD ADVISORS, INC.

    CRD 155749 · SEC 801-113764

    RIVERSIDE, CA

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

  • Exempt Reporting Adviser

    TRIDENT CAPITAL, INC.

    CRD 160095 · SEC 802-107544

    SAN MATEO, CA

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