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
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

2,699 sourced firms · query 165 ms

  • Reported as registered

    BETA WEALTH GROUP, INC

    CRD 165224 · SEC 801-77060

    SAN DIEGO, CA

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

  • Exempt Reporting Adviser

    BETTER VENTURES CENTRAL LLC

    CRD 170793 · SEC 802-127145

    OAKLAND, CA

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

  • Reported as registered

    BETTERWEALTH LLC

    CRD 226661 · SEC 801-96317

    SAN JOSE, CA

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

  • Reported as registered

    BEYOND FINANCIAL SERVICES

    CRD 286350 · SEC 801-108878

    FREMONT, CA

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

  • Reported as registered

    BGV VC MANAGEMENT LLC

    CRD 298473 · SEC 801-135137

    MENLO PARK, CA

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

  • Reported as registered

    BINGHAM PRIVATE WEALTH, LLC

    CRD 330598 · SEC 801-129987

    SAN FRANCISCO, CA

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

  • Reported as registered

    BITWISE INVESTMENT MANAGER, LLC

    CRD 317943 · SEC 801-126704

    SAN FRANCISCO, CA

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

  • Reported as registered

    BIVIUM CAPITAL PARTNERS, LLC

    CRD 134529 · SEC 801-64067

    SAN FRANCISCO, CA

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

  • Reported as registered

    BLACK IMPACT GROUP, LLC

    CRD 313748 · SEC 801-121516

    LOS ANGELES, CA

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

  • Exempt Reporting Adviser

    BLACK SUN, INC.

    CRD 335651 · SEC 802-135665

    MILL VALLEY, CA

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

  • Reported as registered

    BLACKROCK FUND ADVISORS

    CRD 105247 · SEC 801-22609

    SAN FRANCISCO, CA

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

  • Exempt Reporting Adviser

    BLANK VENTURES

    CRD 315092 · SEC 802-130164

    SAN FRANCISCO, CA

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

  • Reported as registered

    BLANKINSHIP & FOSTER, LLC

    CRD 104795 · SEC 801-35218

    SOLANA BEACH, CA

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

  • Reported as registered

    BLOCKCHAIN CAPITAL, LLC

    CRD 283610 · SEC 801-120726

    SAN FRANCISCO, CA

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