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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

3,152 sourced firms · query 207 ms

  • Reported as registered

    CERTARES MANAGEMENT LLC

    CRD 296928 · SEC 801-113247

    NEW YORK, NY

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

  • Reported as registered

    CFM ADVISORS INC

    CRD 111581 · SEC 801-56891

    HAUPPAUGE, NY

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

  • Exempt Reporting Adviser

    CHAINBREEZE TECH LTD.

    CRD 335135 · SEC 802-132189

    NEW YORK, NY

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

  • Reported as registered

    CHANGE GLOBAL INVESTMENT, LLC

    CRD 167844 · SEC 801-110769

    NEW YORK, NY

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

  • Exempt Reporting Adviser

    CHARGE VC MANAGEMENT, LLC

    CRD 320900 · SEC 802-128354

    NEW YORK, NY

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

  • Reported as registered

    CHARTER OAK ADVISORS LP

    CRD 328387 · SEC 801-129605

    NEW YORK, NY

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

  • Exempt Reporting Adviser

    CHARTWELL INVESTMENTS

    CRD 160554 · SEC 802-73238

    NEW YORK, NY

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

  • Reported as registered

    CHELSEA ADVISORY SERVICES, INC

    CRD 150791 · SEC 801-112349

    STATEN ISLAND, NY

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

  • Exempt Reporting Adviser

    CHESSICA MANAGEMENT GROUP, LLC

    CRD 327386 · SEC 802-128407

    LANCASTER, NY

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

  • Exempt Reporting Adviser

    CHIASMUS CAPITAL LLC

    CRD 298708 · SEC 802-114157

    MOUNT KISCO, NY

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