Skip to content
INVESTORTRUST HUB

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

3,152 sourced firms · query 253 ms

  • Reported as registered

    SAGE ADVISORS, LLC

    CRD 148964 · SEC 801-69790

    NEW YORK, NY

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

  • Reported as registered

    SAGE INVESTMENT ADVISERS LLC

    CRD 304559 · SEC 801-116929

    WAPPINGERS FALLS, NY

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

  • Reported as registered

    SAGE TREE WEALTH

    CRD 298951 · SEC 801-114389

    FAIRPORT, NY

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

  • Reported as registered

    SAGE, RUTTY & CO., INC.

    CRD 3254 · SEC 801-35917

    ROCHESTER, NY

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

  • Reported as registered

    SAGEHALL MANAGEMENT LP

    CRD 314770 · SEC 801-126306

    NEW YORK, NY

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

  • Reported as registered

    SAGEWIND CAPITAL LLC

    CRD 288855 · SEC 801-113737

    NEW YORK, NY

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

  • Reported as registered

    SAGEWOOD ASSET MANAGEMENT LP

    CRD 281548 · SEC 801-106703

    NEW YORK, NY

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

  • Exempt Reporting Adviser

    SAKONNET POINT CAPITAL, LP

    CRD 331272 · SEC 802-130328

    RYE, NY

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

  • Reported as registered

    SAMALIN WEALTH

    CRD 142214 · SEC 801-67465

    CHAPPAQUA, NY

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

  • Exempt Reporting Adviser

    SAMARA CAPITAL GT IM, LP

    CRD 339859 · SEC 802-136567

    NEW YORK CITY, NY

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

  • Reported as registered

    SAMJO MANAGEMENT, LLC

    CRD 326808 · SEC 801-128117

    NEW YORK, NY

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

  • Reported as registered

    SAMLYN CAPITAL, LLC

    CRD 158296 · SEC 801-74035

    NEW YORK, NY

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