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 176 ms

Exempt Reporting Adviser
BONFIRE VENTURES
CRD 289457 · SEC 802-112715
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BONSAI PARTNERS
CRD 297619 · SEC 802-127353
CARLSBAD, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOOST VC MANAGEMENT COMPANY, LLC
CRD 285148 · SEC 802-121105
SAN MATEO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOSMAN WEALTH MANAGEMENT, LLC
CRD 290550 · SEC 801-132247
REDLANDS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOURKE WEALTH MANAGEMENT
CRD 297957 · SEC 801-117257
SANTA BARBARA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BOW CAPITAL MANAGEMENT, LLC
CRD 285101 · SEC 802-131586
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOXER CAPITAL MANAGEMENT, LLC
CRD 330106 · SEC 801-130351
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOYD WEALTH MANAGEMENT, LLC
CRD 293990 · SEC 801-113198
SACRAMENTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOYER FINANCIAL SERVICES, INC.
CRD 331868 · SEC 801-130578
NEWPORT BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BPM WEALTH ADVISORS, LLC
CRD 325909 · SEC 801-128253
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRACKET CAPITAL
CRD 291692 · SEC 801-115173
WEST HOLLYWOOD, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRAESWOOD CARBON MANAGEMENT, LLC
CRD 311686 · SEC 801-130822
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRANDES INVESTMENT PARTNERS, LP
CRD 105404 · SEC 801-24896
LA JOLLA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRANSON FRANK A INC
CRD 110451 · SEC 801-26380
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRASA CAPITAL MANAGEMENT
CRD 316265 · SEC 801-122584
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BRAVE CAPITAL MANAGEMENT LLC
CRD 326578 · SEC 802-130604
SAN RAFAEL, CA
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
BREAKAWAY INDEPENDENT ADVISORS, LLC
CRD 340675 · SEC 801-135458
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BREAKOUT MANAGEMENT, LLC
CRD 286227 · SEC 802-108867
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BREAKTHROUGH PROPERTIES
CRD 309668 · SEC 801-119412
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BREAKWALL EQUITY
CRD 338231 · SEC 802-134309
MANHATTAN BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026