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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

1,302 sourced firms · query 112 ms

  • Exempt Reporting Adviser

    CURATIVE VENTURES

    CRD 300322 · SEC 802-132549

    DALLAS, TX

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

  • Reported as registered

    CYPRESS ASSET MANAGEMENT INC

    CRD 106593 · SEC 801-51814

    HOUSTON, TX

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

  • Reported as registered

    CYPRESS CREEK PARTNERS

    CRD 129346 · SEC 801-62618

    AUSTIN, TX

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

  • Exempt Reporting Adviser

    CYPRESS GROWTH CAPITAL, LLC

    CRD 171001 · SEC 802-79765

    DALLAS, TX

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

  • Exempt Reporting Adviser

    D F BURCH ADVISORS, LTD.

    CRD 132845 · SEC 802-79732

    DALLAS, TX

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

  • Reported as registered

    D.H. HILL ADVISORS, INC.

    CRD 116324 · SEC 801-115203

    KINGWOOD, TX

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

  • Reported as registered

    D2 ASSET MANAGEMENT

    CRD 331542 · SEC 801-130402

    DALLAS, TX

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

  • Exempt Reporting Adviser

    DALFORT CAPITAL PARTNERS

    CRD 317495 · SEC 802-127716

    DALLAS, TX

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

  • Exempt Reporting Adviser

    DALLAS VENTURE CAPITAL

    CRD 312358 · SEC 802-129293

    SOUTHLAKE, TX

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

  • Reported as registered

    DAYS GLOBAL ADVISORS

    CRD 324497 · SEC 801-127176

    HOUSTON, TX

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

  • Exempt Reporting Adviser

    DBA TEXAS HOUSING CONSERVANCY

    CRD 316786 · SEC 802-122462

    AUSTIN, TX

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

  • Reported as registered

    DEAN WEALTH PARTNERS, LLC

    CRD 298237 · SEC 801-126534

    AUSTIN, TX

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

  • Exempt Reporting Adviser

    DELOACHE CAPITAL FUND MANAGER

    CRD 304410 · SEC 802-132621

    DALLAS, TX

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