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 146 ms

  • Reported as registered

    ROOT FINANCIAL PARTNERS

    CRD 290289 · SEC 801-125945

    AUSTIN, TX

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

  • Reported as registered

    ROTH FINANCIAL PARTNERS LLC

    CRD 309814 · SEC 801-119326

    KINGWOOD, TX

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

  • Reported as registered

    RPS RETIREMENT PLAN ADVISORS

    CRD 319220 · SEC 801-123627

    AUSTIN, TX

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

  • Reported as registered

    RR ADVISORS, LLC

    CRD 130609 · SEC 801-73811

    DALLAS, TX

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

  • Reported as registered

    RTW FINANCIAL ADVISORS INC

    CRD 109934 · SEC 801-38676

    DALLAS, TX

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

  • Reported as registered

    RWM CAPITAL, LLC

    CRD 310635 · SEC 801-119513

    SUGAR LAND, TX

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

  • Reported as registered

    RWR INVESTMENTS LLC

    CRD 157966 · SEC 801-136167

    DALLAS, TX

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

  • Reported as registered

    RYDAR EQUITIES, INC.

    CRD 154086 · SEC 801-130182

    WEATHERFORD, TX

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

  • Reported as registered

    S HARRIS FINANCIAL GROUP, LLC

    CRD 151899 · SEC 801-131466

    SAN ANTONIO, TX

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

  • Reported as registered

    S.B. VALUE PARTNERS, L.P.

    CRD 139162 · SEC 801-66139

    SAN ANTONIO, TX

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

  • Reported as registered

    S&S WEALTH MANAGEMENT

    CRD 130652 · SEC 801-126309

    GRAND PRAIRIE, TX

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

  • Reported as registered

    S2 FUND MANAGER, LLC

    CRD 323759 · SEC 801-127452

    DALLAS, TX

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

  • Reported as registered

    SABREPOINT CAPITAL MANAGEMENT

    CRD 283638 · SEC 801-115038

    DALLAS, TX

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

  • Reported as registered

    SADDOCK WEALTH, LLC

    CRD 161568 · SEC 801-78020

    DALLAS, TX

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

  • Exempt Reporting Adviser

    SAGA VENTURES MANAGEMENT, LLC

    CRD 330717 · SEC 802-130424

    AUSTIN, TX

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

  • Reported as registered

    SAGE ADVISORY SERVICES LTD CO

    CRD 106236 · SEC 801-52937

    AUSTIN, TX

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

  • Exempt Reporting Adviser

    SAGE ROAD CAPITAL

    CRD 164952 · SEC 802-136120

    HOUSTON, TX

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

  • Reported as registered

    SAGE WEALTH PLANNING

    CRD 300747 · SEC 801-133767

    GEORGETOWN, TX

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