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

1,302 sourced firms · query 121 ms

  • Reported as registered

    MCKINNEY CAPITAL MANAGEMENT

    CRD 338774 · SEC 801-134545

    HOUSTON, TX

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

  • Reported as registered

    MCP MANAGEMENT, LP

    CRD 324518 · SEC 801-134009

    AUSTIN, TX

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

  • Reported as registered

    MCR FUND MANAGEMENT LLC

    CRD 315098 · SEC 801-127262

    DALLAS, TX

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

  • Reported as registered

    MDT FINANCIAL ADVISORS, LLC

    CRD 340925 · SEC 801-135557

    WEBSTER, TX

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

  • Reported as registered

    MERCANTILE INVESTMENT ADVISORS

    CRD 165094 · SEC 801-77019

    WICHITA FALLS, TX

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

  • Exempt Reporting Adviser

    MERCURY FUND

    CRD 163879 · SEC 802-76924

    HOUSTON, TX

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

  • Exempt Reporting Adviser

    MEREDITH BAY COLLECTIVE

    CRD 338521 · SEC 802-134544

    FRISCO, TX

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

  • Reported as registered

    MERIDIAN WEALTH ADVISORS, LLC

    CRD 282609 · SEC 801-107344

    AUSTIN, TX

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

  • Reported as registered

    MERIDIEM CAPITAL PARTNERS LP

    CRD 318498 · SEC 801-130288

    DALLAS, TX

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

  • Reported as registered

    MERIT ENERGY COMPANY

    CRD 109310 · SEC 801-57598

    DALLAS, TX

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

  • Reported as registered

    MIAI, INC.

    CRD 111695 · SEC 801-61363

    DALLAS, TX

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

  • Reported as registered

    MICHELS FAMILY FINANCIAL, LLC

    CRD 319311 · SEC 801-125881

    FORT WORTH, TX

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

  • Reported as registered

    MILITIA INVESTMENTS, LLC

    CRD 331788 · SEC 801-131204

    AUSTIN, TX

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

  • Reported as registered

    MILLS WEALTH ADVISORS, LLC

    CRD 159251 · SEC 801-110251

    SOUTHLAKE, TX

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

  • Exempt Reporting Adviser

    MILTON STREET CAPITAL LLC

    CRD 304265 · SEC 802-116831

    HOUSTON, TX

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