Reported as registered
DACHTLER WEALTH ADVISORS, LLC
CRD 335863 · SEC 801-132853
FOLSOM, CA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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 167 ms
Reported as registered
DAFNA CAPITAL MANAGEMENT, LLC
CRD 129053 · SEC 801-62559
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DAG VENTURES
CRD 162705 · SEC 802-75503
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAI ADVISORS
CRD 300332 · SEC 801-118426
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.
CRD 307581 · SEC 801-128802
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DALTON INVESTMENTS, INC.
CRD 308609 · SEC 801-121986
EL SEGUNDO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DANHUA CAPITAL MANAGEMENT, LLC
CRD 170108 · SEC 802-108331
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DANIEL INVESTMENT ASSOCIATES, LLC
CRD 157284 · SEC 801-77862
SANTA BARBARA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
CRD 311926 · SEC 801-120451
GREENBRAE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DASH INVESTMENTS
CRD 135281 · SEC 801-113360
WOODLAND HILLS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
CRD 290062 · SEC 801-129877
SHERMAN OAKS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAVIES FINANCIAL ADVISORS, INC.
CRD 139764 · SEC 801-126564
MURRIETA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DAYTON CRAFT MANAGER, LLC
CRD 341800 · SEC 802-136068
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DBAFC, L.L.C.
CRD 310088 · SEC 802-119755
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DBL INVESTORS, LLC
CRD 144878 · SEC 802-80434
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DBL PARTNERS
CRD 174991 · SEC 802-80976
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DC GLOBAL VENTURES
CRD 293073 · SEC 801-118587
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DCA FAMILY OFFICE, LLC
CRD 322047 · SEC 801-128127
ROSEVILLE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DCM
CRD 160285 · SEC 802-75945
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DCVC
CRD 167441 · SEC 802-130133
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026