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 126 ms

Reported as registered
PEREA CAPITAL
CRD 171657 · SEC 801-136435
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PERMIAN
CRD 156893 · SEC 801-72321
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PERRYMAN FINANCIAL ADVISORY, INC.
CRD 107653 · SEC 801-48109
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PERSONAL MONEY PLANNING, LLC
CRD 112178 · SEC 801-123694
WICHITA FALLS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PETROCAP, LLC
CRD 169688 · SEC 801-79345
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PHOENIX CAPITAL REALTY ADVISORS, LLC
CRD 161129 · SEC 801-74334
ADDISON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PICKERING ENERGY PARTNERS LP
CRD 302116 · SEC 801-116833
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PIN OAK INVESTMENT ADVISORS INC
CRD 105550 · SEC 801-35858
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PINE VALLEY CAPITAL PARTNERS LLC
CRD 330556 · SEC 801-130818
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PINGORA PARTNERS LLC
CRD 148262 · SEC 801-130523
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PIONEER WEALTH MANAGEMENT GROUP
CRD 133429 · SEC 801-120285
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PIVOT POINT ADVISORS, LLC
CRD 130562 · SEC 801-129978
BELLAIRE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PLAGENS & TAYLOR WEALTH MANAGEMENT
CRD 335178 · SEC 801-132268
SAN ANGELO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PLAINVIEW INVESTMENT MANAGEMENT, L.P.
CRD 334349 · SEC 802-132885
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PLANGUIDE FINANCIAL
CRD 329089 · SEC 801-135492
SOUTHLAKE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PLANNING WORKS ADVISORY, INC.
CRD 317834 · SEC 801-123012
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PLATFORM PARTNERS LLC
CRD 286532 · SEC 801-110170
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PMG FAMILY OFFICE, LLC
CRD 312154 · SEC 801-130947
PLANO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PMV CAPITAL ADVISERS, LLC
CRD 308010 · SEC 801-126826
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PO&G ADVISORS, LLC
CRD 283324 · SEC 802-107817
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026