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 171 ms

Exempt Reporting Adviser
A-GRADE MANAGEMENT LLC
CRD 168124 · SEC 802-78297
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
A-STAR PARTNERS, LLC
CRD 316533 · SEC 802-122565
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
A.CAPITAL VENTURES
CRD 171174 · SEC 802-120740
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
A16Z PERENNIAL MANAGEMENT, L.P.
CRD 324429 · SEC 801-127229
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ABACUS WEALTH PARTNERS
CRD 128590 · SEC 801-62557
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ABERDARE MANAGEMENT COMPANY, LLC
CRD 163520 · SEC 802-76128
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ABOUND FINANCIAL
CRD 327724 · SEC 801-128697
GRANITE BAY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ABRA CAPITAL MANAGEMENT, LP
CRD 323353 · SEC 801-129529
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ABUNDANT WEALTH PARTNERS, LLC
CRD 317221 · SEC 801-134612
SANTA BARBARA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACAP ASSET MANAGEMENT, INC.
CRD 149452 · SEC 801-118117
STUDIO CITY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACCEL MANAGEMENT CO. L.L.C
CRD 331435 · SEC 801-131163
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACCEL-KKR
CRD 156498 · SEC 801-74133
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ACCELERATE INVESTMENT GROUP HOLDINGS LLC
CRD 342789 · SEC 802-137080
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACCELERATE RETIREMENT
CRD 325859 · SEC 801-127772
ALISO VIEJO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACCORD EQUITY ADVISORS LLC
CRD 166977 · SEC 801-127245
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACCRETIVE WEALTH MANAGEMENT, LLC
CRD 164341 · SEC 801-118792
SAN RAMON, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ACERO CAPITAL
CRD 162093 · SEC 802-75012
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ACERO CAPITAL GROWTH MANAGEMENT LLC
CRD 310257 · SEC 802-119379
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ACIES INVESTMENTS MANAGEMENT, LLC
CRD 330157 · SEC 802-130010
MANHATTAN BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ACME
CRD 168736 · SEC 801-110041
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026