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 134 ms

Reported as registered
STONECREST ADVISORS, INC.
CRD 142095 · SEC 801-128386
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STONETREE INVESTMENT PARTNERS LLC
CRD 318477 · SEC 801-134016
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STOREHOUSE FINANCIAL LLC
CRD 140738 · SEC 801-122416
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATA WEALTH ADVISORS, LLC
CRD 285973 · SEC 801-110369
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATEGIC ADVISORY SERVICES, L.L.C.
CRD 108706 · SEC 801-113260
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATEGIC FINANCIAL CONCEPTS, LLC
CRD 141849 · SEC 801-67243
SAN ANTONIO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATEGIC FINANCIAL PLANNING, INC.
CRD 118450 · SEC 801-120190
PLANO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATEGIC PORTFOLIO SOLUTIONS, LLC
CRD 156374 · SEC 801-131029
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATEGIC WEALTH MANAGEMENT, LLC
CRD 171908 · SEC 801-112757
BEDFORD, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRATEGIC WEALTH PLANNING
CRD 149134 · SEC 801-69852
RICHARDSON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
STRATEGIQ FUNDS, INC.
CRD 338557 · SEC 801-136653
SAN ANTONIO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRIVE ASSET MANAGEMENT
CRD 322039 · SEC 801-125907
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STRONGHOLD RESOURCE PARTNERS
CRD 289466 · SEC 801-113112
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STUART INVESTMENT ADVISORS, INC.
CRD 109995 · SEC 801-56546
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STYRE WEALTH
CRD 289276 · SEC 801-111027
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUCCESSION FINANCIAL, INC
CRD 336434 · SEC 801-133743
MCKINNEY, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUMMA CORP.
CRD 113091 · SEC 801-107935
TOMBALL, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC
CRD 306823 · SEC 801-119903
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUMMITTX CAPITAL, L.P.
CRD 333741 · SEC 801-131664
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUNBELT SECURITIES
CRD 42180 · SEC 801-71479
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026