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

1,284 sourced firms · query 220 ms

  • Reported as registered

    SECURE WEALTH, INC.

    CRD 290572 · SEC 801-134047

    BOCA RATON, FL

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

  • Reported as registered

    SECURITIZE CAPITAL LLC

    CRD 315859 · SEC 801-136838

    MIAMI, FL

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

  • Reported as registered

    SEGRA CAPITAL MANAGEMENT, LLC

    CRD 167306 · SEC 801-126256

    PALM BEACH, FL

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

  • Pending / 120-Day Approval

    SEMINARIO ASSET MANAGEMENT LLC

    CRD 339039 · SEC 801-134952

    CORAL GABLES, FL

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

  • Reported as registered

    SEMINOLE ADVISORY SERVICES, LLC

    CRD 148975 · SEC 801-69775

    BELLAIR BLUFFS, FL

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

  • Reported as registered

    SEMUS WEALTH PARTNERS, LLC

    CRD 305758 · SEC 801-117570

    BOCA RATON, FL

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

  • Reported as registered

    SERENGETI ASSET MANAGEMENT LP

    CRD 156366 · SEC 801-73476

    WEST PALM BEACH, FL

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

  • Reported as registered

    SERVATUS CAPITAL

    CRD 311428 · SEC 801-132631

    NAPLES, FL

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

  • Reported as registered

    SETCHFIELD ASSET MANAGEMENT

    CRD 113289 · SEC 801-116770

    BRADENTON, FL

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

  • Reported as registered

    SETTIAN CAPITAL LP

    CRD 297691 · SEC 801-136075

    SAINT AUGUSTINE, FL

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

  • Reported as registered

    SEVEN HILLS FINANCIAL, LLC

    CRD 143190 · SEC 801-129414

    TALLAHASSEE, FL

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

  • Reported as registered

    SEVEN MILE ADVISORY LLC

    CRD 324114 · SEC 801-127330

    TALLAHASSEE, FL

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

  • Exempt Reporting Adviser

    SEVEN POINT MANAGEMENT, INC.

    CRD 172716 · SEC 802-80218

    HIALEAH, FL

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

  • Reported as registered

    SFG WEALTH ADVISORS, LLC

    CRD 307368 · SEC 801-121619

    TAMPA, FL

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

  • Exempt Reporting Adviser

    SHADOW LAKE PARTNERS, LLC

    CRD 325186 · SEC 802-127472

    TAMPA, FL

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

  • Exempt Reporting Adviser

    SHAKED CAPITAL ADVISORS, LLC

    CRD 297030 · SEC 802-113391

    MIAMI BEACH, FL

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

  • Reported as registered

    SHARIAPORTFOLIO, INC.

    CRD 173937 · SEC 801-80652

    LAKE MARY, FL

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

  • Reported as registered

    SHORELINE EQUITY PARTNERS, LLC

    CRD 301128 · SEC 801-119168

    NEPTUNE BEACH, FL

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