Reported as registered
CONCURRENT INVESTMENT ADVISORS, LLC
CRD 323135 · SEC 801-126555
TAMPA, 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 118 ms
Reported as registered
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CRD 174670 · SEC 801-119516
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONSILIUM INVESTMENT MANAGEMENT LLC
CRD 131934 · SEC 801-63245
FORT LAUDERDALE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONVERGENCE INVESTMENT PARTNERS, LLC
CRD 148472 · SEC 801-69707
PALM BEACH GARDENS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
COOLABAH CAPITAL INVESTMENTS (USA) INC
CRD 336841 · SEC 802-133957
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COOLABAH INVESTMENT MANAGEMENT (USA) INC
CRD 341121 · SEC 801-135834
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COQUINA PRIVATE WEALTH ADVISORS
CRD 333615 · SEC 801-132012
PORT CHARLOTTE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORAL WEALTH MANAGEMENT, LLC
CRD 307117 · SEC 801-131934
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORE WEALTH ADVISORS, INC.
CRD 174386 · SEC 801-81079
LAKELAND, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORE WEALTH MANAGEMENT, INC.
CRD 162870 · SEC 801-113827
JUPITER, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORIENT
CRD 319448 · SEC 801-124978
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORIENT IA LP
CRD 326262 · SEC 801-127886
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
CRD 170864 · SEC 801-79734
ALTAMONTE SPRINGS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORRALES & CO.
CRD 332189 · SEC 801-130804
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORRY CAPITAL ADVISORS, LLC
CRD 165403 · SEC 801-77749
VERO BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COVINGTONALSINA
CRD 326810 · SEC 801-128186
JACKSONVILLE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CPS INVESTMENT ADVISORS
CRD 104914 · SEC 801-35294
LAKELAND, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRAFT WEALTH SERVICES
CRD 289557 · SEC 801-131218
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRAMER & RAUCHEGGER, INC.
CRD 164784 · SEC 801-127981
MAITLAND, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CREAND MANAGEMENT
CRD 154894 · SEC 801-106772
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026