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
31,268
Reported as registered
16,783
Pending / 120-Day
235
Exempt reporting
6,604
Latest sourced release
IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

13,271 sourced firms · query 985 ms

  • Reported as state-registered

    ALL ONE WEALTH, LLC

    CRD 300847

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Exempt Reporting Adviser

    ALL SEAS CAPITAL

    CRD 316487 · SEC 802-122615

    LONDON

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

  • Reported as state-registered

    ALL SEASONS INVESTMENT ADVISORS, INC

    CRD 144506

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    ALL WEATHER PORTFOLIO MANAGEMENT, INC.

    CRD 116413

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Exempt Reporting Adviser

    ALL-STARS INVESTMENT LIMITED

    CRD 292840 · SEC 802-112839

    HONG KONG

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

  • Reported as registered

    ALLARD PARTNERS LIMITED

    CRD 138933 · SEC 801-66071

    CENTRAL

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

  • Reported as state-registered

    ALLEGIANCE ADVISORS, INC

    CRD 325075

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    ALLEGORY ADVISORY

    CRD 173871

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Exempt Reporting Adviser

    ALLEGRO FUNDS PTY LTD

    CRD 290709 · SEC 802-113951

    SYDNEY, NSW

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

  • Reported as state-registered

    ALLEN FINANCIAL ADVISEMENT, INC.

    CRD 337542

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    ALLEN JAMES FINANCIAL LLC

    CRD 315518

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    ALLEN WEALTH MANAGEMENT

    CRD 131588

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    ALLIANCE WEALTH MANAGEMENT, LLC

    CRD 172330

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Exempt Reporting Adviser

    ALLIANZ CAPITAL PARTNERS GMBH

    CRD 338726 · SEC 802-134606

    MUNICH

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

  • Reported as state-registered

    ALLIED VALUE, LLC

    CRD 153965

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026