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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 302 ms

  • Reported as registered

    THE CAPSTREET GROUP, LLC

    CRD 159690 · SEC 801-73420

    HOUSTON, TX

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

  • Reported as registered

    THE CATALYST GROUP, INC.

    CRD 333740 · SEC 801-131797

    HOUSTON, TX

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

  • Reported as registered

    THE CLARUS GROUP

    CRD 310163 · SEC 801-119388

    HOUSTON, TX

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

  • Reported as registered

    THE GARDNER GROUP

    CRD 114263 · SEC 801-136462

    DALLAS, TX

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

  • Reported as registered

    THE GOFF FINANCIAL GROUP

    CRD 114796 · SEC 801-62129

    HOUSTON, TX

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

  • Exempt Reporting Adviser

    THE LAUNCH PARTNERSHIP, LLC

    CRD 284093 · SEC 802-127827

    AUSTIN, TX

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

  • Exempt Reporting Adviser

    THE NORTHLINE GROUP

    CRD 339016 · SEC 802-134944

    DALLAS, TX

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

  • Reported as registered

    THE PALISADES GROUP, LLC

    CRD 165609 · SEC 801-77293

    AUSTIN, TX

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

  • Reported as registered

    THE PERSONAL WEALTH COACH

    CRD 144588 · SEC 801-68174

    SALADO, TX

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

  • Reported as registered

    THE STERLING GROUP, L.P.

    CRD 157406 · SEC 801-73530

    HOUSTON, TX

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

  • Reported as registered

    THE SUM

    CRD 297658 · SEC 801-122376

    THE WOODLANDS, TX

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

  • Reported as registered

    THE WATCHMAN GROUP, INC.

    CRD 133690 · SEC 801-63818

    PLANO, TX

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

  • Reported as registered

    THE WINDACRE PARTNERSHIP LLC

    CRD 168761 · SEC 801-78978

    HOUSTON, TX

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

  • Reported as registered

    THIRTEEN TWENTY-TWO ADVISORS

    CRD 339326 · SEC 801-135085

    FORT WORTH, TX

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