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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 215 ms

  • Reported as registered

    CLEARPATH CAPITAL PARTNERS LLC

    CRD 111756 · SEC 801-78763

    MENLO PARK, CA

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

  • Exempt Reporting Adviser

    CLEARSTONE VENTURE PARTNERS

    CRD 160259 · SEC 802-75473

    SANTA MONICA, CA

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

  • Reported as registered

    CLEARVIEW WEALTH MANAGEMENT

    CRD 288978 · SEC 801-121594

    IRVINE, CA

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

  • Reported as registered

    CLEARWAVE CAPITAL

    CRD 337738 · SEC 801-134103

    UPLAND, CA

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

  • Reported as registered

    CLELLAND & COMPANY INC

    CRD 105406 · SEC 801-34425

    SAN DIEGO, CA

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

  • Reported as registered

    CLERA

    CRD 338073 · SEC 801-134566

    BAKERSFIELD, CA

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

  • Reported as registered

    CLEVERALPHA

    CRD 301620 · SEC 801-117634

    HAWTHORNE, CA

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

  • Reported as registered

    CLG LLC

    CRD 282605 · SEC 801-108414

    LONG BEACH, CA

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

  • Reported as registered

    CLIFFWATER LLC

    CRD 132167 · SEC 801-63344

    MARINA DEL REY, CA

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

  • Exempt Reporting Adviser

    CLIMACTIC MANAGEMENT, LLC

    CRD 322367 · SEC 802-126514

    MILL VALLEY, CA

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

  • Reported as registered

    CLOCKTOWER GROUP, L.P.

    CRD 158142 · SEC 801-100402

    SANTA MONICA, CA

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

  • Exempt Reporting Adviser

    CLOUD APPS CAPITAL PARTNERS

    CRD 172001 · SEC 802-80099

    MENLO PARK, CA

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

  • Reported as registered

    CMR CAPITAL MANAGEMENT, LLC

    CRD 284054 · SEC 801-108240

    PASADENA, CA

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

  • Reported as registered

    COASTEDGE PARTNERS, LLC

    CRD 149685 · SEC 801-70877

    SAN DIEGO, CA

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

  • Reported as registered

    COASTLANDS CAPITAL LP

    CRD 335329 · SEC 801-132421

    SAN FRANCISCO, CA

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