Reported as registered
BLOOM INVESTMENT ADVISORS, LLC
CRD 317405 · SEC 801-122795
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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 163 ms
Exempt Reporting Adviser
BLUE FOREST ASSET MANAGEMENT
CRD 338084 · SEC 802-134733
SACRAMENTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BLUE LION GLOBAL MANAGEMENT, L.P.
CRD 321168 · SEC 802-125027
SOUTH SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUE MARBLE INVESTMENTS
CRD 141354 · SEC 801-120447
SANTA BARBARA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD 329575 · SEC 801-129456
POWAY, CA
Source release August 3, 2026 · retrieved August 18, 2026
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 ZONE WEALTH ADVISORS, LLC
CRD 305943 · SEC 801-117548
LOS ANGELES, CA
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
BLUELINE CAPITAL
CRD 338340 · SEC 801-136864
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BLUEPRINT EQUITY MANAGEMENT, LLC
CRD 301470 · SEC 802-120983
LA JOLLA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUEPRINT INVESTING LLC
CRD 151422 · SEC 801-121378
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUME CAPITAL MANAGEMENT, INC.
CRD 111768 · SEC 801-55922
BERKELEY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUUM INVEST LLC
CRD 340474 · SEC 801-135447
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BMB ADVISERS LLC
CRD 118410 · SEC 801-61120
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOLD MANAGEMENT ADVISORS, LLC
CRD 332727 · SEC 802-131424
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOLDIN ADVISORS
CRD 294881 · SEC 801-132987
MILL VALLEY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
CRD 148531 · SEC 801-73757
BAKERSFIELD, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOLTWOOD CAPITAL MANAGEMENT
CRD 110293 · SEC 801-27099
WALNUT CREEK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOND
CRD 304391 · SEC 802-116994
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BONDBLOXX
CRD 317318 · SEC 801-122836
LARKSPUR, CA
Source release August 3, 2026 · retrieved August 18, 2026