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

2,699 sourced firms · query 175 ms

  • Exempt Reporting Adviser

    ENIGMA GLOBAL, LLC

    CRD 338639 · SEC 802-134915

    WEST HOLLYWOOD, CA

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

  • Reported as registered

    ENRICH FINANCE LLC

    CRD 337784 · SEC 801-134139

    SAN FRANCISCO, CA

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

  • Reported as registered

    ENSPIRE WEALTH MANAGEMENT, LLC

    CRD 325723 · SEC 801-128678

    SANTA ROSA, CA

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

  • Reported as registered

    ENTRUITY WEALTH, LLC

    CRD 288331 · SEC 801-122252

    BAKERSFIELD, CA

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

  • Reported as registered

    EP WEALTH ADVISORS

    CRD 111147 · SEC 801-29358

    TORRANCE, CA

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

  • Reported as registered

    EPIC FUNDS

    CRD 311425 · SEC 801-123204

    MANHATTAN BEACH, CA

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

  • Reported as registered

    EPSILON FINANCIAL GROUP, INC.

    CRD 111990 · SEC 801-62454

    FAIRFIELD, CA

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

  • Reported as registered

    EQUANIMITY FINANCIAL PARTNERS

    CRD 152050 · SEC 801-70851

    PASADENA, CA

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

  • Exempt Reporting Adviser

    EQUIAM

    CRD 297191 · SEC 802-136652

    SAN FRANCISCO, CA

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

  • Exempt Reporting Adviser

    EQUITYBEE ADVISORS, LLC

    CRD 309297 · SEC 802-131060

    PALO ALTO, CA

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

  • Pending / 120-Day Approval

    ERA FINANCIAL ADVISORS

    CRD 334404 · SEC 801-134093

    COVINA, CA

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

  • Reported as registered

    ERA PARTNERS LLC

    CRD 307400 · SEC 801-119815

    SAN FRANCISCO, CA

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

  • Reported as registered

    ESO MANAGEMENT SERVICES LLC

    CRD 165564 · SEC 801-111813

    SAN MATEO, CA

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

  • Exempt Reporting Adviser

    ESSENTIAL CRYPTO EXCHANGE

    CRD 338998 · SEC 802-134639

    LOS ANGELES, CA

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