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

339 sourced firms · query 56 ms

  • Reported as registered

    CASSADAY & COMPANY, INC.

    CRD 317672 · SEC 801-122868

    MCLEAN, VA

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

  • Reported as registered

    CENTURION WEALTH MANAGEMENT

    CRD 317929 · SEC 801-123007

    MCLEAN, VA

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

  • Reported as registered

    CHARMARLINE WEALTH MANAGEMENT

    CRD 336719 · SEC 801-133722

    LYNCHBURG, VA

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

  • Exempt Reporting Adviser

    CHARTED VENTURES LLC

    CRD 328572 · SEC 802-131546

    ARLINGTON, VA

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

  • Reported as registered

    CJM WEALTH ADVISERS, LTD.

    CRD 107750 · SEC 801-14391

    FALLS CHURCH, VA

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

  • Reported as registered

    CLARENDON CAPITAL, LLC

    CRD 298698 · SEC 801-128458

    TYSONS, VA

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

  • Reported as registered

    CLARIS FINANCIAL, LLC

    CRD 168503 · SEC 801-115295

    GLEN ALLEN, VA

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

  • Reported as registered

    CLIO ASSET MANAGEMENT LLC

    CRD 298041 · SEC 801-122023

    CHARLOTTESVILLE, VA

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

  • Reported as registered

    COBBLESTONE ASSET MANAGEMENT

    CRD 326545 · SEC 801-128273

    RICHMOND, VA

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

  • Exempt Reporting Adviser

    COBRO VENTURES MANAGEMENT, LLC

    CRD 309434 · SEC 802-120041

    MCLEAN, VA

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

  • Reported as registered

    COLUMBIA CAPITAL

    CRD 159616 · SEC 801-126354

    ALEXANDRIA, VA

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

  • Reported as registered

    CONCORD ASSET MANAGEMENT, LLC

    CRD 310710 · SEC 801-119737

    ABINGDON, VA

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

  • Reported as registered

    CONCORD WEALTH PARTNERS

    CRD 118643 · SEC 801-79249

    ABINGDON, VA

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

  • Reported as registered

    COOK FINANCIAL DESIGNS, INC.

    CRD 115241 · SEC 801-129969

    VIRGINIA BEACH, VA

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