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

589 sourced firms · query 71 ms

Reported as registered
CAPITAL FINANCIAL GROUP, INC.
CRD 111709 · SEC 801-117272
LITTLETON, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL INVESTMENT COUNSEL, LLC
CRD 328472 · SEC 801-128941
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CASCADE INVESTMENT GROUP, INC.
CRD 35844 · SEC 801-53819
COLORADO SPRINGS, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAUSEY WEALTH LLC
CRD 331134 · SEC 801-130443
GREENWOOD VILLAGE, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CDP FINANCIAL GROUP, LLC
CRD 155725 · SEC 801-135676
LITTLETON, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CEDARWOOD WEALTH
CRD 334756 · SEC 801-132112
HIGHLANDS RANCH, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTERPIECE WEALTH ADVISOR
CRD 296956 · SEC 801-129631
GREENWOOD VILLAGE, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CEREVIA LTD
CRD 342403 · SEC 802-136373
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CFLER CO., LTD.
CRD 338017 · SEC 802-134199
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHERRY CREEK FAMILY OFFICES
CRD 156310 · SEC 801-72210
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHERRY CREEK INVESTMENT ADVISORS INC
CRD 107426 · SEC 801-47547
ENGLEWOOD, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627 · SEC 801-116955
MONTROSE, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CIRRUS OIL & GAS CAPITAL MANAGEMENT LP
CRD 328366 · SEC 802-130861
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CIRRUS OIL & GAS LLC
CRD 328721 · SEC 802-130782
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLASS VI FAMILY OFFICE, LLC
CRD 285035 · SEC 801-111938
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLASS VI VENTURES, LLC
CRD 328904 · SEC 801-129137
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLEAR CREEK ADVISORS
CRD 288335 · SEC 801-114379
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COHESION WEALTH MANAGEMENT, LLC
CRD 308980 · SEC 801-118720
BROOMFIELD, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
COINEXA LTD
CRD 342953 · SEC 802-136574
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
COINLINK LTD
CRD 341076 · SEC 802-135622
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026