Reported as registered
COGENT PRIVATE WEALTH
CRD 319092 · SEC 801-132819
ORLANDO, FL
Source release August 3, 2026 · retrieved August 18, 2026
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
1,284 sourced firms · query 110 ms
Reported as registered
COLBERT INVESTMENT MANAGEMENT CO
CRD 108642 · SEC 801-54716
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLLABORATIVE WEALTH
CRD 142106 · SEC 801-80100
LAKE MARY, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
COLLECTIVE ASSET MANAGEMENT, LLC
CRD 324135 · SEC 802-132786
PLANTATION, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLONY CAPITAL INVESTMENT ADVISORS, LLC
CRD 175506 · SEC 801-96214
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLUMN PARK ASSET MANAGEMENT, LP
CRD 169730 · SEC 801-79165
COCOA BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMMON CENTS WEALTH MANAGEMENT, LLC
CRD 153074 · SEC 801-136768
PEMBROKE PINES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMMONWEALTH CREDIT ADVISORS, LLC
CRD 312541 · SEC 801-120445
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMMUNITY CAPITAL MANAGEMENT, LLC
CRD 109368 · SEC 801-56201
FORT LAUDERDALE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMPASS FINANCIAL ADVISORY SERVICES, LLC
CRD 316843 · SEC 801-123037
ORMOND BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMPASS FINANCIAL GROUP, INC.
CRD 125186 · SEC 801-61941
DEERFIELD BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMPASS FINANCIAL MANAGEMENT LLC
CRD 156345 · SEC 801-118185
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMPASS GROUP INVESTMENTS SOLUTIONS LLC
CRD 305680 · SEC 801-117486
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMPOUND FAMILY OFFICES, LLC
CRD 298776 · SEC 801-114125
SARASOTA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMPREHENSIVE WEALTH SOLUTIONS, LLC
CRD 131324 · SEC 801-63074
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMVEST ADVISORS LLC
CRD 160753 · SEC 801-74325
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMVEST CREDIT ADVISORS, LLC
CRD 311663 · SEC 801-120234
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COMVEST CREDIT MANAGERS, LLC
CRD 322342 · SEC 801-126178
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONCISE CAPITAL MANAGEMENT, L.P.
CRD 145778 · SEC 801-68737
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONCURRENT ASSET MANAGEMENT, LLC
CRD 330657 · SEC 801-130625
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026