Reported as registered
CLIMATE FINANCE PARTNERS LLC
CRD 306077 · SEC 801-117593
WILMINGTON, DE
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
70 sourced firms · query 49 ms
Exempt Reporting Adviser
CROSS CONSULTING LLC
CRD 343230 · SEC 802-136774
DOVER, DE
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CS INVESTMENT MANAGEMENT LLC
CRD 298508 · SEC 802-117918
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CSP ADVISOR LP
CRD 321729 · SEC 802-126467
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DELAWARE WEALTH PLANNERS
CRD 306818 · SEC 801-131049
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DIF US
CRD 316891 · SEC 802-122709
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DIGIGOLD SECURITIES LLC
CRD 342242 · SEC 802-136297
DOVER, DE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DIVERSIFIED, LLC
CRD 331709 · SEC 801-130728
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DONALD W. NICHOLSON & ASSOCIATES LTD
CRD 107054 · SEC 801-56986
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DUPONT CAPITAL MANAGEMENT
CRD 107145 · SEC 801-44730
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
GENERAL GLOBAL CAPITAL LLC
CRD 318454 · SEC 802-132800
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GREAT VALLEY ADVISOR GROUP, LLC
CRD 123913 · SEC 801-72270
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GREY FOX WEALTH ADVISORS, LLC
CRD 307172 · SEC 801-122007
ROCKLAND, DE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IH2 ADVISORS & COMPANY
CRD 325788 · SEC 801-132804
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
INUSA CAPITAL LLC
CRD 342271 · SEC 802-136349
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVESTMENT MANAGEMENT & PLANNING LLC
CRD 146041 · SEC 801-107553
GREENVILLE, DE
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
KANTAME CAPITAL PARTNERS
CRD 343068 · SEC 802-136762
DOVER, DE
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LATTICE CAPITAL MANAGEMENT, LLC
CRD 320606 · SEC 802-130136
DOVER, DE
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LIBERTY ASSET PARTNERS
CRD 339485 · SEC 802-134911
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
LIMITLESS ASSET MANAGEMENT INC.
CRD 332885 · SEC 802-133760
WILMINGTON, DE
Source release August 3, 2026 · retrieved August 18, 2026