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 190 ms

Reported as registered
VALLEY WEALTH STRATEGIES, LLC
CRD 289737 · SEC 801-113081
LODI, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VALO VENTURES MANAGEMENT, L.P.
CRD 298296 · SEC 802-113928
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VALUE TREND CAPITAL MANAGEMENT LP
CRD 108716 · SEC 801-56657
EL CAJON, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VALUEACT CAPITAL MANAGEMENT, L.P.
CRD 154249 · SEC 801-71658
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VALUEEX LTD
CRD 336195 · SEC 802-132731
FRESNO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VAMOSVENTURES MANAGEMENT COMPANY, LLC
CRD 304364 · SEC 802-130080
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VAN HULZEN FINANCIAL ADVISORS
CRD 116632 · SEC 801-61884
EL DORADO HILLS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VAN STRUM & TOWNE INC
CRD 106228 · SEC 801-11816
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VANARA CAPITAL MANAGEMENT, LLC
CRD 336309 · SEC 802-132827
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VANARTH INVESTMENT MANAGEMENT LLC
CRD 337795 · SEC 802-135020
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VANCE STREET CAPITAL LLC
CRD 155758 · SEC 801-73466
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VANCE WEALTH
CRD 310162 · SEC 801-119423
SANTA CLARITA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VANGUARD PERSONALIZED INDEXING MANAGEMENT
CRD 285366 · SEC 801-114487
OAKLAND, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VANTAGE FINANCIAL GROUP
CRD 309675 · SEC 801-136160
AUBURN, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VANTAGE WEALTH MANAGEMENT, LLC
CRD 152374 · SEC 801-70921
SAN MATEO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VANTAGEPOINT CAPITAL PARTNERS
CRD 161447 · SEC 802-75580
CARPENTERIA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VARIANT EQUITY ADVISORS, LLC
CRD 297046 · SEC 801-118573
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VARSITY HEALTHCARE PARTNERS
CRD 285151 · SEC 801-108383
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VAUBAN ADVISERS LLC
CRD 319358 · SEC 802-126095
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VECTOR CAPITAL MANAGEMENT, L.P.
CRD 171172 · SEC 801-79800
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026