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

1,302 sourced firms · query 118 ms

Reported as registered
IAS WEALTH MANAGEMENT, INC.
CRD 112486 · SEC 801-60648
THE WOODLANDS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ICON WEALTH PARTNERS
CRD 319609 · SEC 801-125893
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ICP GROUP INVESTMENT MANAGER, LLC
CRD 219518 · SEC 801-119290
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
IFLY MANAGEMENT, LLC
CRD 317142 · SEC 802-127780
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
II TECHNOLOGY, LLC
CRD 282760 · SEC 801-135165
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IKARIAN CAPITAL
CRD 281880 · SEC 801-118894
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IMPACT SHARES
CRD 282472 · SEC 801-112391
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IMPERIUM WEALTH MANAGEMENT, LLC
CRD 159148 · SEC 801-112900
SAN ANTONIO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
INNOVAYTE CAPITAL
CRD 333275 · SEC 801-132739
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INSCRIPTION CAPITAL, LLC
CRD 291780 · SEC 801-112532
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INSCRIPTION FAMILY OFFICE, LLC
CRD 301900 · SEC 801-116726
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INSIGHT EQUITY MANAGEMENT COMPANY LLC
CRD 157092 · SEC 801-73657
SOUTHLAKE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INSIGHT WEALTH PARTNERS
CRD 153635 · SEC 801-71491
PLANO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTEGRATED ADVISORS NETWORK LLC
CRD 171991 · SEC 801-96203
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTEGRATED WEALTH STRATEGIES, LLC
CRD 155254 · SEC 801-116732
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTEGRITY ADVISORY SOLUTIONS
CRD 288817 · SEC 801-123090
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTEGRITY ROAD WEALTH PARTNERS LLC
CRD 333154 · SEC 801-134969
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTELLIGENT WEALTH SOLUTIONS LLC
CRD 300403 · SEC 801-114989
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTERCAPITAL
CRD 324314 · SEC 801-136489
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTREPID INVESTMENT MANAGEMENT, LLC
CRD 192522 · SEC 801-113732
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026