Skip to content
InvestorTrust Hub

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

1,284 sourced firms · query 115 ms

  • Reported as registered

    DRAGUS CAPITAL, LLC

    CRD 158122 · SEC 801-72521

    CORAL GABLES, FL

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

  • Exempt Reporting Adviser

    DREAMIT VENTURES

    CRD 295030 · SEC 802-113027

    ESTERO, FL

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

  • Pending / 120-Day Approval

    DREAMS INVESTMENT SOLUTIONS

    CRD 339186 · SEC 801-135153

    SARASOTA, FL

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

  • Reported as registered

    DRIFTWOOD ADVISORS, LLC

    CRD 307316 · SEC 801-118811

    CORAL GABLES, FL

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

  • Reported as registered

    DSM CAPITAL PARTNERS

    CRD 113609 · SEC 801-60423

    PALM BEACH GARDENS, FL

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

  • Reported as registered

    DUDLEY & SHANLEY, INC.

    CRD 157515 · SEC 801-72572

    PALM BEACH, FL

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

  • Reported as registered

    DUNN CAPITAL MANAGEMENT

    CRD 328632 · SEC 801-129466

    STUART, FL

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

  • Reported as registered

    DWIGHT SECURITIES MANAGEMENT LLC

    CRD 174984 · SEC 801-81111

    SUNNY ISLES BEACH, FL

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

  • Reported as registered

    DYNAMIC CORE CAPITAL PARTNERS

    CRD 282733 · SEC 801-107768

    JACKSONVILLE BEACH, FL

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

  • Reported as registered

    DYNASTY WEALTH MANAGEMENT, LLC

    CRD 153377 · SEC 801-71301

    ST. PETERSBURG, FL

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

  • Reported as registered

    E. BATOFF & CO., INC.

    CRD 124815 · SEC 801-61788

    TAMPA, FL

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

  • Reported as registered

    EAGLE ASSET MANAGEMENT INC

    CRD 110653 · SEC 801-21343

    ST. PETERSBURG, FL

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

  • Reported as registered

    EATON FINANCIAL GROUP

    CRD 316323 · SEC 801-122301

    CORAL SPRINGS, FL

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

  • Exempt Reporting Adviser

    ECHELON INVESTMENT PARTNERS LP

    CRD 300855 · SEC 802-116747

    BOCA RATON, FL

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

  • Reported as registered

    EDMP, INC.

    CRD 110248 · SEC 801-43372

    LUTZ, FL

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

  • Reported as registered

    EIR PARTNERS CAPITAL, LP

    CRD 319010 · SEC 801-128460

    MIAMI, FL

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

  • Reported as registered

    EKANTA WEALTH ADVISORS LLC

    CRD 282031 · SEC 801-115217

    COCONUT GROVE, FL

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