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

213 sourced firms · query 50 ms

Reported as registered
CAPITAL WEALTH ALLIANCE, LLC
CRD 298257 · SEC 801-113992
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL WEST PARTNERS, LLC
CRD 130762 · SEC 801-62859
TUCSON, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLAREMONT CAPITAL MANAGEMENT, LLC
CRD 155189 · SEC 801-71872
PHOENIX, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLARITY WEALTH MANAGEMENT, L.L.C.
CRD 284874 · SEC 801-123481
GILBERT, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLARUS WEALTH ADVISORS, LLC
CRD 281160 · SEC 801-110156
PEORIA, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLE WEALTH MANAGEMENT, LLC
CRD 134509 · SEC 801-112658
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
COPPER SKY CAPITAL, LLC
CRD 317059 · SEC 802-131589
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COREPATH WEALTH PARTNERS LLC
CRD 299951 · SEC 801-114567
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CSP FINANCIAL GROUP LLC
CRD 310819 · SEC 801-128346
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CURAFIN ADVISORS
CRD 329091 · SEC 801-129547
PHOENIX, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAVIS SELECTED ADVISERS LP
CRD 108674 · SEC 801-31648
TUCSON, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DECISIONPOINT FINANCIAL, LLC
CRD 296988 · SEC 801-113384
MESA, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DEGREEN PRIVATE WEALTH, LLC
CRD 332192 · SEC 801-130724
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DEW WEALTH MANAGEMENT
CRD 114148 · SEC 801-108014
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DYNAMIC
CRD 151367 · SEC 801-72203
PHOENIX, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DYNAMIC WEALTH ADVISORS
CRD 169792 · SEC 801-126979
SURPRISE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EATON-CAMBRIDGE INC.
CRD 116798 · SEC 801-116885
PHOENIX, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EMBARK WEALTH MANAGEMENT, LLC
CRD 157950 · SEC 801-129246
TEMPE, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ENSIGN ADVISORY PARTNERS LLC
CRD 325650 · SEC 801-136024
GILBERT, AZ
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ESTANCIA CAPITAL MANAGEMENT, LLC
CRD 166478 · SEC 801-77521
SCOTTSDALE, AZ
Source release August 3, 2026 · retrieved August 18, 2026