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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 166 ms

  • Exempt Reporting Adviser

    BREAKWATER MANAGEMENT, LP

    CRD 170036 · SEC 802-129837

    CENTURY CITY, CA

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

  • Reported as registered

    BREEN WEALTH MANAGEMENT, LLC

    CRD 286513 · SEC 801-112749

    PETALUMA, CA

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

  • Reported as registered

    BRENTWOOD PRIVATE EQUITY, LLC

    CRD 156558 · SEC 801-73137

    LOS ANGELES, CA

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

  • Reported as registered

    BRETTON CAPITAL MANAGEMENT

    CRD 154344 · SEC 801-71709

    SAN FRANCISCO, CA

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

  • Reported as registered

    BRIAN D. LOWDER, INC.

    CRD 105972 · SEC 801-27745

    SAN DIEGO, CA

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

  • Reported as registered

    BRICKLEY WEALTH MANAGEMENT

    CRD 287487 · SEC 801-110453

    SAN MATEO, CA

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

  • Reported as registered

    BRIDGEBAY FINANCIAL, INC.

    CRD 130279 · SEC 801-108193

    SAN RAMON, CA

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

  • Reported as registered

    BRIGHTPLAN LLC

    CRD 283790 · SEC 801-108227

    SAN JOSE, CA

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

  • Reported as registered

    BRIO FINANCIAL GROUP

    CRD 289889 · SEC 801-111830

    SAN FRANCISCO, CA

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

  • Reported as registered

    BRISTOL GROUP INC

    CRD 105087 · SEC 801-15722

    SAN FRANCISCO, CA

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