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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 162 ms

  • Exempt Reporting Adviser

    AZURE91 MANAGEMENT, LLC

    CRD 314488 · SEC 802-121277

    PALO ALTO, CA

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

  • Exempt Reporting Adviser

    B CAPITAL

    CRD 287986 · SEC 802-110185

    MANHATTAN BEACH, CA

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

  • Exempt Reporting Adviser

    B. RILEY VENTURE CAPITAL, LLC

    CRD 332565 · SEC 802-131796

    LOS ANGELES, CA

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

  • Reported as registered

    B.B. GRAHAM & COMPANY, INC.

    CRD 41533 · SEC 801-106968

    ORANGE, CA

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

  • Exempt Reporting Adviser

    B37 VENTURES

    CRD 318814 · SEC 802-123502

    SAN FRANCISCO, CA

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

  • Reported as registered

    BACKER

    CRD 281813 · SEC 801-106798

    SAN FRANCISCO, CA

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

  • Reported as registered

    BAILARD, INC.

    CRD 110550 · SEC 801-8562

    FOSTER CITY, CA

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

  • Reported as registered

    BAKER STREET ADVISORS, LLC

    CRD 128066 · SEC 801-62370

    SAN FRANCISCO, CA

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

  • Reported as registered

    BAKERAVENUE

    CRD 132657 · SEC 801-63576

    SAN FRANCISCO, CA

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

  • Reported as registered

    BALANCE CASH MANAGEMENT INC.

    CRD 333867 · SEC 801-131620

    SAN FRANCISCO, CA

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

  • Exempt Reporting Adviser

    BALLISTIC VENTURES

    CRD 318512 · SEC 802-123294

    MENLO PARK, CA

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

  • Reported as registered

    BALMORAL MANAGEMENT II L.P.

    CRD 164956 · SEC 801-77680

    LOS ANGELES, CA

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

  • Exempt Reporting Adviser

    BAM VENTURES MANAGEMENT, LLC

    CRD 329944 · SEC 802-129788

    LOS ANGELES, CA

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

  • Reported as registered

    BAMBOO WEALTH STRATEGIES

    CRD 170093 · SEC 801-119805

    SAN DIEGO, CA

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

  • Reported as registered

    BANCREEK CAPITAL ADVISORS, LLC

    CRD 328736 · SEC 801-129011

    SANTA MONICA, CA

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

  • Reported as registered

    BANCREEK CAPITAL MANAGEMENT, LP

    CRD 312900 · SEC 801-120461

    SANTA MONICA, CA

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

  • Reported as registered

    BANNEKER PARTNERS LLC

    CRD 296624 · SEC 801-119206

    SAN FRANCISCO, CA

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

  • Reported as registered

    BANTA ASSET MANAGEMENT LP

    CRD 142987 · SEC 801-67519

    NEWPORT BEACH, CA

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