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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 175 ms

  • Exempt Reporting Adviser

    CIP II ADMINISTRATIVE, LLC

    CRD 301595 · SEC 802-115069

    PALO ALTO, CA

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

  • Reported as registered

    CITRINE CAPITAL

    CRD 171735 · SEC 801-120487

    SAN FRANCISCO, CA

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

  • Exempt Reporting Adviser

    CIV INVESTMENT MANAGEMENT, LLC

    CRD 331467 · SEC 802-130458

    VENICE, CA

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

  • Reported as registered

    CLAIRMONT CAPITAL GROUP, LLC

    CRD 313639 · SEC 801-128505

    LOS ANGELES, CA

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

  • Exempt Reporting Adviser

    CLARA PARTNERS MANAGEMENT LLC

    CRD 339412 · SEC 802-135027

    BEVERLY HILLS, CA

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

  • Reported as registered

    CLARAPHI ADVISORY NETWORK, LLC

    CRD 165868 · SEC 801-80575

    ALISO VIEJO, CA

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

  • Exempt Reporting Adviser

    CLAREMONT CREEK VENTURES

    CRD 162803 · SEC 802-75437

    OAKLAND, CA

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

  • Reported as registered

    CLAREMONT FINANCIAL GROUP,INC.

    CRD 107806 · SEC 801-57506

    CLAREMONT, CA

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

  • Reported as registered

    CLARION ADVISORS INC.

    CRD 131081 · SEC 801-130105

    AUBURN, CA

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

  • Reported as registered

    CLARITY WEALTH ADVISORS

    CRD 157913 · SEC 801-79251

    SAN JOSE, CA

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

  • Reported as registered

    CLARIVEST ASSET MANAGEMENT LLC

    CRD 139785 · SEC 801-66386

    SAN DIEGO, CA

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

  • Reported as registered

    CLASSIC FINANCIAL

    CRD 120228 · SEC 801-135641

    WESTLAKE VILLAGE, CA

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

  • Reported as registered

    CLAY NORTHAM WEALTH MANAGEMENT

    CRD 159002 · SEC 801-110283

    HUNTINGTON BEACH, CA

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

  • Reported as registered

    CLAYTON PARTNERS LLC

    CRD 127546 · SEC 801-85190

    BERKELEY, CA

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

  • Exempt Reporting Adviser

    CLEAR CREEK INVESTMENTS, LLC

    CRD 319134 · SEC 802-130065

    SOLANA BEACH, CA

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

  • Reported as registered

    CLEAR RETIREMENT ADVICE LLC

    CRD 292667 · SEC 801-132499

    SAN MATEO, CA

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

  • Exempt Reporting Adviser

    CLEAR VENTURE MANAGEMENT, LLC

    CRD 282991 · SEC 802-107997

    PALO ALTO, CA

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

  • Reported as registered

    CLEARLAKE CAPITAL GROUP, L.P.

    CRD 157920 · SEC 801-73993

    SANTA MONICA, CA

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