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
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 1569 ms

  • Reported as registered

    CLARET ASSET MANAGEMENT CORP

    CRD 110453 · SEC 801-55012

    MONTREAL QUEBEC

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

  • Reported as state-registered

    CLARIFIED WEALTH ADVISORY

    CRD 329226

    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

    CLARITY ADVISORS GROUP, INC.

    CRD 308324

    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

    CLARITY CAPITAL KCPS LTD

    CRD 160662 · SEC 801-73767

    RAMAT-GAN

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

  • Reported as state-registered

    CLARITY CAPITAL MANAGEMENT LLC

    CRD 290179

    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

    CLARITY CROSS BORDER PLANNING

    CRD 337443 · SEC 801-133917

    EDMONTON, ALBERTA

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

  • Reported as state-registered

    CLARITY FINANCIAL

    CRD 307264

    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

    CLARITY FINANCIAL

    CRD 321702

    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

    CLARITY NORTHWEST WEALTH MANAGEMENT, LLC

    CRD 168938

    Principal state not provided in this source record

    State registration: AZ

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    CLARITY WEALTH MANAGEMENT LLC

    CRD 318575

    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

    CLARITY WEALTH PARTNERS

    CRD 338840

    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

    CLARIVOR

    CRD 309994 · SEC 801-119293

    Principal state not provided in this source record

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

  • Reported as registered

    CLARK ASSET MANAGEMENT, LLC

    CRD 284480 · SEC 801-120465

    Principal state not provided in this source record

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

  • Reported as state-registered

    CLARK FINANCIAL LLC

    CRD 151339

    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

    CLARK NUBER WEALTH MANAGEMENT

    CRD 118159

    Principal state not provided in this source record

    State registration: WA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026