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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

3,152 sourced firms · query 179 ms

  • Reported as registered

    CLEARLIST CAPITAL LLC

    CRD 329206 · SEC 801-133782

    NEW YORK, NY

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

  • Reported as registered

    CLOSED LOOP CAPITAL MANAGEMENT

    CRD 307079 · SEC 801-118176

    NEW YORK, NY

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

  • Reported as registered

    CLOVER CREDIT MANAGEMENT, LLC

    CRD 307632 · SEC 801-119797

    NEW YORK, NY

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

  • Reported as registered

    CLOVER LEAF FINANCIAL LLC

    CRD 335751 · SEC 801-132741

    FAIRPORT, NY

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

  • Reported as registered

    CM INVESTMENT PARTNERS, LLC

    CRD 168941 · SEC 801-78877

    NEW YORK, NY

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

  • Reported as registered

    COAST CAPITAL MANAGEMENT, LP

    CRD 289883 · SEC 801-111798

    NEW YORK, NY

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

  • Reported as registered

    COASTAL WEALTH MANAGEMENT

    CRD 327867 · SEC 801-128660

    NEW YORK, NY

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

  • Reported as registered

    COATUE MANAGEMENT, L.L.C.

    CRD 157910 · SEC 801-73669

    NEW YORK, NY

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

  • Exempt Reporting Adviser

    COEFFICIENT CAPITAL

    CRD 299097 · SEC 802-114291

    NEW YORK, NY

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

  • Reported as registered

    COHEN KLINGENSTEIN, LLC

    CRD 148428 · SEC 801-69612

    NEW YORK, NY

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

  • Reported as registered

    COHESIVE CAPITAL PARTNERS

    CRD 160274 · SEC 801-78279

    NEW YORK, NY

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

  • Reported as registered

    COINFUND MANAGEMENT LLC

    CRD 312302 · SEC 801-124872

    NEW YORK, NY

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