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 276 ms

Reported as registered
TEAM FINANCIAL STRATEGIES
CRD 134104 · SEC 801-78596
ABILENE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TEAMWORK FINANCIAL ADVISORS, LLC
CRD 165237 · SEC 801-114801
SAN ANTONIO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TECA PARTNERS, LP
CRD 298106 · SEC 801-130766
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TECHQUITY CAPITAL MANAGEMENT
CRD 162322 · SEC 801-113705
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TECTONIC ADVISORS LLC
CRD 139713 · SEC 801-66385
FRISCO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TECTONIC CAPITAL ADVISORS, LLC
CRD 339604 · SEC 801-134938
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TELIS GROUP CAPITAL MANAGEMENT LLC
CRD 329167 · SEC 802-129385
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TEMPEST PEAK MANAGEMENT, LLC
CRD 324233 · SEC 802-127397
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TERRAFORM WEALTH, LLC
CRD 325530 · SEC 801-127626
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TERRY MCDANIEL & COMPANY
CRD 104732 · SEC 801-24465
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TEVIS INVESTMENT MANAGEMENT, LLC
CRD 167750 · SEC 801-121011
PLANO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
CRD 298422 · SEC 801-114364
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TEXAS FAMILY WEALTH, LLC
CRD 327332 · SEC 801-128585
FRIENDSWOOD, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TEXAS FINANCIAL ADVISORY
CRD 306413 · SEC 801-128701
SAN ANTONIO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TEXAS VALLEY GROUP
CRD 322868 · SEC 802-126436
EDINBURG, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TFR CAPITAL
CRD 333108 · SEC 801-131226
PLANO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THACKERAY PARTNERS
CRD 166351 · SEC 801-77850
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE ADVISORS GROUP
CRD 290104 · SEC 801-130764
LUBBOCK, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
THE B GROUP, INC.
CRD 310357 · SEC 802-119698
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE CAPITAL CHART ROOM, LTD
CRD 117980 · SEC 801-60779
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026