Reported as registered
ALLWORTH FINANCIAL, L.P.
CRD 111167 · SEC 801-68255
FOLSOM, CA
Source release August 3, 2026 · retrieved August 18, 2026
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
2,699 sourced firms · query 163 ms
Exempt Reporting Adviser
ALMAZ CAPITAL
CRD 171092 · SEC 802-79539
PORTOLA VALLEY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALMITAS CAPITAL LLC
CRD 166705 · SEC 801-108002
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALPHA ANALYTICS INVESTMENT GROUP LLC
CRD 109844 · SEC 801-113041
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ALPHA EDISON MANAGEMENT COMPANY, LLC
CRD 284514 · SEC 802-108112
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALPHA SOLUTIONS INVESTMENT ADVISORS
CRD 156541 · SEC 801-124857
SOUTH SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CRD 163917 · SEC 801-108554
NOVATO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALPHACORE CAPITAL LLC
CRD 174346 · SEC 801-108468
LA JOLLA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALPHAPOINT, INC.
CRD 130115 · SEC 801-62719
CORONA DEL MAR, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALPINE INVESTORS
CRD 157255 · SEC 801-73159
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ALSOP LOUIE PARTNERS
CRD 163299 · SEC 802-75750
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALTA PARK CAPITAL, LP
CRD 169422 · SEC 801-110348
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALTAMONT CAPITAL PARTNERS
CRD 160498 · SEC 801-73701
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALTAMONT WEALTH MANAGEMENT, INC.
CRD 136031 · SEC 801-111987
LIVERMORE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALTERI WEALTH
CRD 331100 · SEC 801-130234
WESTLAKE VILLAGE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALTERNATIVE ACCESS FUNDS, LLC
CRD 305210 · SEC 801-119116
EL SEGUNDO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALTIMETER CAPITAL MANAGEMENT, LP
CRD 160017 · SEC 801-73411
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ALTMAN CAPITAL MANAGEMENT, LLC
CRD 312632 · SEC 802-127712
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALTOS VENTURES MANAGEMENT, INC.
CRD 162777 · SEC 801-111967
BURLINGAME, CA
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
ALTRUIST ADVISORS LLC
CRD 340784 · SEC 801-136088
CULVER CITY, CA
Source release August 3, 2026 · retrieved August 18, 2026