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

803 sourced firms · query 97 ms

  • Exempt Reporting Adviser

    SCOTT MANAGEMENT

    CRD 173422 · SEC 802-121137

    BOSTON, MA

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

  • Reported as registered

    SCS CAPITAL MANAGEMENT LLC

    CRD 122258 · SEC 801-61448

    BOSTON, MA

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

  • Reported as registered

    SEAPORT GLOBAL ADVISORS, LLC

    CRD 154287 · SEC 801-71628

    BOSTON, MA

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

  • Reported as registered

    SECHREST FINANCIAL SERVICES

    CRD 128688 · SEC 801-112402

    ACTON, MA

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

  • Reported as registered

    SEQUENTIS CAPITAL LLC

    CRD 298533 · SEC 801-135792

    BOSTON, MA

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

  • Reported as registered

    SF ADVISERS, LLC

    CRD 316518 · SEC 801-127658

    BOSTON, MA

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

  • Reported as registered

    SHAWSPRING PARTNERS, LLC

    CRD 172766 · SEC 801-117000

    BOSTON, MA

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

  • Reported as registered

    SHELLBACK CAPITAL, LP

    CRD 169642 · SEC 801-78842

    BOSTON, MA

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

  • Reported as registered

    SHEPHERD KAPLAN KROCHUK, LLC

    CRD 127304 · SEC 801-62286

    BOSTON, MA

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

  • Reported as registered

    SHEPHERD KAPLAN LLC

    CRD 128244 · SEC 801-62349

    BOSTON, MA

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

  • Reported as registered

    SHP WEALTH MANAGEMENT, LLC

    CRD 174697 · SEC 801-108679

    PLYMOUTH, MA

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

  • Reported as registered

    SIHARUM ADVISORS, LLC

    CRD 147957 · SEC 801-69495

    BOSTON, MA

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

  • Reported as registered

    SILVERSMITH CAPITAL PARTNERS

    CRD 281620 · SEC 801-108835

    BOSTON, MA

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