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 1536 ms

Exempt Reporting Adviser
CURISA CAPITAL, LLC
CRD 332037 · SEC 802-130708
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
CURRAN FINANCIAL PARTNERS, LLC
CRD 281524
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
CURRENTS WEALTH STRATEGIES LLC
CRD 339968
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
CURTIS FINANCIAL PLANNING
CRD 136785 · SEC 801-132154
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CUSANA CAPITAL LLP
CRD 331834 · SEC 802-130691
LONDON
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
CUSTOM WEALTH SOLUTIONS
CRD 334515
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 registered
CUSTOS FAMILY OFFICE LLC
CRD 294025 · SEC 801-117243
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CUTTING EDGE CAPITAL PARTNERS (MANCO), LIMITED
CRD 340509 · SEC 802-136271
ST. HELIER
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CUTTING HORSE VENTURES MANAGEMENT LLC
CRD 333655 · SEC 802-132601
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CV-PC (CAYMAN) GP, LTD
CRD 339668 · SEC 802-136696
GEORGE TOWN
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CVC ADVISERS JERSEY LIMITED
CRD 296266 · SEC 802-113037
ST. HELIER
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CVC CAPITAL PARTNERS ADVISORY COMPANY LIMITED
CRD 161620 · SEC 802-75245
ST. HELIER
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CVC DIF
CRD 291064 · SEC 802-112651
SCHIPHOL, NOORD HOLLAND
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CVP NLH ADVISORS LIMITED
CRD 327807 · SEC 802-128823
GRAND CAYMAN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CWM PARTNERS, LLC
CRD 299857 · SEC 801-114490
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
CWS ASSET MANAGEMENT
CRD 168521
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
CWS INVESTMENTS
CRD 23551
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Exempt Reporting Adviser
CX ADVISORS LLP
CRD 162587 · SEC 802-74863
DELHI
Source release August 3, 2026 · retrieved August 18, 2026