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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 189 ms

  • Reported as registered

    WEATHERLY ASSET MANAGEMENT

    CRD 106935 · SEC 801-48177

    DEL MAR, CA

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

  • Reported as registered

    WEAVER CONSULTING GROUP, LLC

    CRD 287895 · SEC 801-110466

    HUNTINGTON BEACH, CA

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

  • Reported as registered

    WEDBUSH FUND ADVISERS, LLC

    CRD 334057 · SEC 801-131773

    PASADENA, CA

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

  • Reported as registered

    WEDBUSH SECURITIES INC.

    CRD 877 · SEC 801-6358

    PASADENA, CA

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

  • Reported as registered

    WEDGEWOOD ASSET MANAGEMENT, LLC

    CRD 312054 · SEC 801-124744

    REDONDO BEACH, CA

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

  • Exempt Reporting Adviser

    WEFUNDER

    CRD 167803 · SEC 802-78113

    SAN FRANCISCO, CA

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

  • Reported as registered

    WELLACRE GLOBAL WEALTH ADVISORS

    CRD 306770 · SEC 801-135444

    SANTA MONICA, CA

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

  • Reported as registered

    WERLEMANN WEALTH MANAGEMENT

    CRD 317777 · SEC 801-122918

    NEWPORT BEACH, CA

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

  • Reported as registered

    WESCAP GROUP

    CRD 104759 · SEC 801-32095

    GLENDALE, CA

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

  • Reported as registered

    WESPAC ADVISORS, LLC

    CRD 148242 · SEC 801-69552

    ORINDA, CA

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

  • Exempt Reporting Adviser

    WEST HALL CAPITAL PARTNERS LLC

    CRD 300828 · SEC 802-121036

    LARKSPUR, CA

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

  • Exempt Reporting Adviser

    WEST STAR MANAGEMENT LLC

    CRD 339799 · SEC 802-135058

    SAN FRANCISCO, CA

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

  • Reported as registered

    WEST WEALTH GROUP, LLC

    CRD 316644 · SEC 801-122438

    IRVINE, CA

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

  • Reported as registered

    WESTCAP MANAGEMENT, LLC

    CRD 301822 · SEC 801-119189

    SAN FRANCISCO, CA

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