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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 176 ms

  • Exempt Reporting Adviser

    CORE VENTURE CAPITAL

    CRD 163335 · SEC 802-75773

    WEST HOLLYWOOD, CA

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

  • Reported as registered

    CORE WEALTH PARTNERS LLC

    CRD 322365 · SEC 801-126601

    SANTA ROSA, CA

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

  • Exempt Reporting Adviser

    CORELINE MANAGEMENT LLC

    CRD 334542 · SEC 802-131926

    REDWOOD CITY, CA

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

  • Reported as registered

    CORGI STRATEGIES, LLC

    CRD 337985 · SEC 801-134212

    SAN FRANCISCO, CA

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

  • Reported as registered

    CORINTHIAN WEALTH MANAGEMENT

    CRD 312196 · SEC 801-136850

    SAN JOSE, CA

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

  • Reported as registered

    CORNERSTONE CAPITAL, INC.

    CRD 105396 · SEC 801-13945

    PALO ALTO, CA

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

  • Exempt Reporting Adviser

    COROMANDEL CAPITAL

    CRD 332656 · SEC 802-131197

    PASADENA, CA

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

  • Exempt Reporting Adviser

    CORRELATION MANAGEMENT, LLC

    CRD 161940 · SEC 802-75301

    SAN DIEGO, CA

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

  • Reported as registered

    CORRIDOR CAPITAL, LLC

    CRD 160922 · SEC 801-121965

    LOS ANGELES, CA

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

  • Reported as registered

    CORVUS WEALTH ADVISORS LLC

    CRD 311261 · SEC 801-119912

    TEMPLETON, CA

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

  • Exempt Reporting Adviser

    COSMIC MANAGEMENT, LLC

    CRD 308528 · SEC 802-118787

    WEST HOLLYWOOD, CA

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

  • Pending / 120-Day Approval

    COSMOS WEALTH, LLC

    CRD 341781 · SEC 801-136379

    LA JOLLA, CA

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

  • Exempt Reporting Adviser

    COSTANOA VENTURES

    CRD 164808 · SEC 802-77031

    PALO ALTO, CA

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

  • Reported as registered

    COTA CAPITAL MANAGEMENT, LLC

    CRD 226750 · SEC 801-113591

    SAN FRANCISCO, CA

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

  • Reported as registered

    COUNTER GLOBAL, L.P.

    CRD 330571 · SEC 801-136862

    SANTA MONICA, CA

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

  • Exempt Reporting Adviser

    COUNTERPART VENTURES

    CRD 310398 · SEC 802-127755

    SAN FRANCISCO, CA

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

  • Reported as registered

    COUNTERPOINT FUNDS

    CRD 172379 · SEC 801-80197

    SAN DIEGO, CA

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

  • Reported as registered

    COVE

    CRD 329900 · SEC 801-130646

    SANTA CLARA, CA

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

  • Reported as registered

    COVE STREET CAPITAL, LLC

    CRD 156260 · SEC 801-72231

    HERMOSA BEACH, CA

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