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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 1093 ms

  • Reported as state-registered

    CMC ADVISORS LLC

    CRD 304326

    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

    CME STRATEGIC WEALTH MANAGEMENT

    CRD 282471

    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 registered

    CMG FINANCIAL CONSULTING

    CRD 288359 · SEC 801-131413

    Principal state not provided in this source record

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

  • Reported as state-registered

    CMH WEALTH MANAGEMENT

    CRD 325543

    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

    CMP

    CRD 162773 · SEC 802-75597

    BERLIN

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

  • Exempt Reporting Adviser

    CMRF ADVISORS OY

    CRD 322846 · SEC 802-127448

    HELSINKI, HELSINKI

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

  • Exempt Reporting Adviser

    CMT PORTFOLIO ADVISORS LLC

    CRD 170952 · SEC 802-80268

    Principal state not provided in this source record

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

  • Exempt Reporting Adviser

    CNRY MANAGEMENT COMPANY LTDA.

    CRD 288067 · SEC 802-110225

    SAO PAULO

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

  • Exempt Reporting Adviser

    COALITION ADVISORS, LLC

    CRD 329914 · SEC 802-129636

    Principal state not provided in this source record

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

  • Exempt Reporting Adviser

    COALITION OPERATORS, LLC

    CRD 319229 · SEC 802-135571

    Principal state not provided in this source record

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

  • Reported as state-registered

    COAST BRIDGE CAPITAL

    CRD 327898

    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

    COAST CAPITAL MANAGEMENT

    CRD 115767

    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 state-registered

    COAST WEALTH MANAGEMENT, INC.

    CRD 129090

    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

    COASTAL CAPITAL ADVISORS

    CRD 307224

    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

    COASTAL WEALTH MANAGEMENT, LP

    CRD 131939

    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

    COATS WEALTH MANAGEMENT

    CRD 336335

    Principal state not provided in this source record

    State registration: AZ

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026