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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
31,268
Reported as registered
16,783
Pending / 120-Day
235
Exempt reporting
6,604
Latest sourced release
IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

13,271 sourced firms · query 999 ms

  • Reported as state-registered

    CHANEY FINANCIAL SERVICES, INC.

    CRD 145602

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    CHANGE WEALTH ADVISORS

    CRD 330182

    Principal state not provided in this source record

    State registration: WA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Exempt Reporting Adviser

    CHANNEL EQUITY PARTNERS MANAGEMENT, LP

    CRD 331905 · SEC 802-130652

    Principal state not provided in this source record

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

  • Reported as registered

    CHANNEL INVESTMENT PARTNERS

    CRD 308031 · SEC 801-118488

    Principal state not provided in this source record

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

  • Reported as state-registered

    CHAOS SOLVED, INC.

    CRD 152570

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as registered

    CHAPMAN INVESTMENT MANAGEMENT, LLC

    CRD 166826 · SEC 801-112821

    Principal state not provided in this source record

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

  • Reported as state-registered

    CHAPS LIFESTYLE LLC

    CRD 333806

    Principal state not provided in this source record

    State registration: WA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as registered

    CHARBETH ADVISORY L.L.C.

    CRD 342682 · SEC 801-136750

    Principal state not provided in this source record

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

  • Exempt Reporting Adviser

    CHARISM CAPITAL MANAGEMENT LLC

    CRD 342912 · SEC 802-136635

    Principal state not provided in this source record

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

  • Reported as state-registered

    CHARLES MANNING & ASSOCIATES, INC.

    CRD 114359

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    CHARLES MCLEAN CAPITAL MANAGEMENT

    CRD 336166

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Exempt Reporting Adviser

    CHARLES-LIM CAPITAL LIMITED

    CRD 172397 · SEC 802-80246

    HONG KONG

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

  • Reported as state-registered

    CHARTMARK INVESTMENTS, INC.

    CRD 114812

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026