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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

1,302 sourced firms · query 113 ms

  • Exempt Reporting Adviser

    CHIMNEY ROCK EQUITY PARTNERS

    CRD 327964 · SEC 802-129693

    AUSTIN, TX

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

  • Reported as registered

    CHJ WEALTH MANAGEMENT

    CRD 154238 · SEC 801-71684

    THE WOODLANDS, TX

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

  • Reported as registered

    CHRISTIAN FINANCIAL ADVISORS

    CRD 165811 · SEC 801-120305

    NEW BRAUNFELS, TX

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

  • Reported as registered

    CHRISTOPHER & CO., LLC

    CRD 325504 · SEC 801-130997

    AUSTIN, TX

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

  • Reported as registered

    CHUNG WU INVESTMENT GROUP, LLC

    CRD 170362 · SEC 801-130266

    SUGAR LAND, TX

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

  • Reported as registered

    CIBOLO ENERGY PARTNERS, LLC

    CRD 287596 · SEC 801-113727

    HOUSTON, TX

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

  • Reported as registered

    CIC PARTNERS MANAGEMENT LLC

    CRD 158019 · SEC 801-74267

    DALLAS, TX

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

  • Reported as registered

    CITATION

    CRD 326828 · SEC 801-132086

    DALLAS, TX

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

  • Pending / 120-Day Approval

    CLAIRALPHA ADVISORS LLC

    CRD 342087 · SEC 801-136250

    FRISCO, TX

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

  • Reported as registered

    CLARE MARKET INVESTMENTS, LLC

    CRD 217515 · SEC 801-114649

    DALLAS, TX

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

  • Reported as registered

    CLEAR SKY ADVISERS, LLC

    CRD 311751 · SEC 801-119985

    BELLAIRE, TX

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

  • Reported as registered

    CLEAR SKY FINANCIAL, LP

    CRD 298551 · SEC 801-120728

    PROSPER, TX

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

  • Reported as registered

    CLEAR TRAIL ADVISORS, LLC

    CRD 337595 · SEC 801-134060

    HOUSTON, TX

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

  • Reported as registered

    CLIMATE INVESTMENT

    CRD 323024 · SEC 801-127524

    HOUSTON, TX

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

  • Exempt Reporting Adviser

    CLOVIS POINT CAPITAL, LLC

    CRD 249788 · SEC 802-117672

    HOUSTON, TX

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

  • Reported as registered

    CMG WEALTH MANAGEMENT

    CRD 307513 · SEC 801-118163

    PLANO, TX

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