Skip to content
INVESTORTRUST HUB

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
25,777
Reported as registered
16,783
Pending / 120-Day
235
Exempt reporting
6,604
Latest sourced release
IA_INDVL_Feed_08_27_2026 · retrieved August 28, 2026

25,777 sourced firms · query 601 ms

  • Reported as registered

    BLUE SUMMIT WEALTH MANAGEMENT

    CRD 148782 · SEC 801-117302

    SAN DIEGO, CA

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

  • Reported as registered

    BLUE TORCH CAPITAL LP

    CRD 288110 · SEC 801-110855

    NEW YORK, NY

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

  • Reported as registered

    BLUE VISTA CAPITAL, LLC

    CRD 127001 · SEC 801-74382

    CHICAGO, IL

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

  • Reported as registered

    BLUE WATER ADVISORS LP

    CRD 288923 · SEC 801-110969

    BOCA RATON, FL

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

  • Reported as registered

    BLUE WATER ASSET MANAGEMENT

    CRD 175362 · SEC 801-81153

    GRAND RAPIDS, MI

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

  • Exempt Reporting Adviser

    BLUE WATER ENERGY LLP

    CRD 291382 · SEC 802-112468

    LONDON

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

  • Reported as registered

    BLUE WATER LIFE SCIENCE ADVISORS, LP

    CRD 306450 · SEC 801-120257

    Principal state not provided in this source record

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

  • Reported as registered

    BLUE WATER WEALTH

    CRD 164432 · SEC 801-112810

    PORTLAND, OR

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

  • Exempt Reporting Adviser

    BLUE YARD CAPITAL

    CRD 282922 · SEC 802-107396

    BERLIN

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

  • Reported as registered

    BLUE ZONE WEALTH ADVISORS, LLC

    CRD 305943 · SEC 801-117548

    LOS ANGELES, CA

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

  • Reported as registered

    BLUE3 INVESTMENTS LLC

    CRD 334953 · SEC 801-133768

    SAO PAULO

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

  • Reported as registered

    BLUEARC CAPITAL MANAGEMENT

    CRD 167233 · SEC 801-79523

    ATLANTA, GA

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

  • Exempt Reporting Adviser

    BLUEBIRD VENTURES GP I, LLC

    CRD 304804 · SEC 802-117330

    PALO ALTO, CA

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

  • Reported as registered

    BLUEBIRD WEALTH MANAGEMENT LLC

    CRD 293420 · SEC 801-132489

    MEDFIELD, MA

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