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 120 ms

Reported as registered
OWNER RESOURCE GROUP, LLC
CRD 164028 · SEC 801-79553
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OXBOW ADVISORS, LLC
CRD 156393 · SEC 801-72387
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PABRAI INVESTMENT FUNDS
CRD 161471 · SEC 801-74230
WEST LAKE HILLS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PABRAI WAGONS ADVISORS
CRD 283147 · SEC 801-126634
WEST LAKE HILLS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACELINE EQUITY PARTNERS, LLC
CRD 307683 · SEC 801-121722
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PACENOTE EQUITY
CRD 328599 · SEC 802-129491
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC STRATEGIC MANAGEMENT, LP
CRD 127990 · SEC 801-62342
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALADINO WEALTH
CRD 307799 · SEC 801-118369
MONTGOMERY, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALOGIC VALUE MANAGEMENT, L.P.
CRD 155133 · SEC 801-120951
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PAN CAPITAL MANAGEMENT LP
CRD 336371 · SEC 801-134469
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PAN MIDSTREAM MANAGEMENT LLC
CRD 326732 · SEC 802-128100
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PAN RESOURCES MANAGEMENT LLC
CRD 322446 · SEC 802-126975
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PANDION ASSET MANAGEMENT, LP
CRD 283184 · SEC 802-135604
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PANTELES ADVISORS
CRD 322676 · SEC 801-136180
ARGYLE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARADIGM ADVISORS, LLC
CRD 114515 · SEC 801-132244
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARADIGM GLOBAL INVESTORS
CRD 338287 · SEC 801-134373
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARAGON FINANCIAL ADVISORS
CRD 143721 · SEC 801-67813
COLLEGE STATION, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARATUS FINANCIAL, INC.
CRD 133361 · SEC 801-63703
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARKER FINANCIAL ADVISORS LLC
CRD 305188 · SEC 801-117329
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARKSTONE WEALTH MANAGEMENT, LLC
CRD 168253 · SEC 801-78430
ARLINGTON, TX
Source release August 3, 2026 · retrieved August 18, 2026