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
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

793 sourced firms · query 104 ms

  • Reported as registered

    S2G INVESTMENTS, LLC

    CRD 330022 · SEC 801-130521

    CHICAGO, IL

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

  • Reported as registered

    SAGE PRIVATE WEALTH GROUP, LLC

    CRD 173399 · SEC 801-119804

    OAKBROOK TERRACE, IL

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

  • Exempt Reporting Adviser

    SANDBOX HOLDINGS, LLC

    CRD 167419 · SEC 802-77934

    CHICAGO, IL

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

  • Exempt Reporting Adviser

    SANDBOX INDUSTRIES

    CRD 300952 · SEC 802-114910

    CHICAGO, IL

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

  • Reported as registered

    SANTA BARBARA MANAGEMENT

    CRD 334801 · SEC 801-132201

    CHICAGO, IL

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

  • Exempt Reporting Adviser

    SAPPHIRETERRA CAPITAL, LLC

    CRD 338677 · SEC 802-134613

    CHICAGO, IL

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

  • Exempt Reporting Adviser

    SARATOGA REALTY INVESTORS LLC

    CRD 172600 · SEC 802-112111

    CHICAGO, IL

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

  • Reported as registered

    SAVANT WEALTH MANAGEMENT

    CRD 107271 · SEC 801-43144

    ROCKFORD, IL

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

  • Reported as registered

    SAVOIE CAPITAL LLC

    CRD 167497 · SEC 801-78009

    CHICAGO, IL

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

  • Reported as registered

    SBB RESEARCH GROUP LLC

    CRD 161109 · SEC 801-79560

    NORTHBROOK, IL

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

  • Reported as registered

    SCG ASSET MANAGEMENT LLC

    CRD 311843 · SEC 801-120215

    NAPERVILLE, IL

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

  • Exempt Reporting Adviser

    SEAMLESS ALTS ADVISORY

    CRD 336066 · SEC 802-134691

    DOWNERS GROVE, IL

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

  • Reported as registered

    SEGALL BRYANT & HAMILL

    CRD 106505 · SEC 801-47232

    CHICAGO, IL

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

  • Reported as registered

    SEQUOIA WEALTH MANAGEMENT, LLC

    CRD 170543 · SEC 801-80362

    BARRINGTON, IL

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