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

1,284 sourced firms · query 120 ms

Exempt Reporting Adviser
TRENT CAPITAL PARTNERS, LLC
CRD 329027 · SEC 802-134798
NAPLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TRESTLE PARTNERS
CRD 330947 · SEC 802-131766
PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRIARTISAN CAPITAL ADVISORS LLC
CRD 324138 · SEC 801-127084
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRILLIUM WEALTH LLC
CRD 341186 · SEC 801-135712
WINTER PARK, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRINITY FUND ADVISORS LLC
CRD 310217 · SEC 801-119443
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRIPLETAIL WEALTH MANAGEMENT
CRD 318781 · SEC 801-133752
ORLANDO, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TRIQUETRA CAPITAL LLC
CRD 338741 · SEC 802-135151
PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRIVEST INVESTMENT ADVISORS, LLC
CRD 161432 · SEC 801-74049
CORAL GABLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUADVISORS
CRD 170564 · SEC 801-132751
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUE WEALTH ADVISORY GROUP
CRD 306523 · SEC 801-123140
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUSTWELL FINANCIAL ADVISORS, LLC
CRD 108426 · SEC 801-120250
JACKSONVILLE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUVESTMENTS CAPITAL LLC
CRD 291297 · SEC 801-112243
SARASOTA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TULLIS HEALTH INVESTORS
CRD 288036 · SEC 802-110308
PALM BEACH GARDENS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TURNER FINANCIAL GROUP, INC.
CRD 134204 · SEC 801-129021
PACE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
TYPHON ADVISORS, LLC
CRD 339537 · SEC 801-134986
MIAMI BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TYRO CAPITAL MANAGEMENT, LLC
CRD 312329 · SEC 801-128575
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
U.S. CHERRY LLC
CRD 311564 · SEC 801-129218
ST. PETERSBURG, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
U.S. PRIVATE WEALTH, LLC
CRD 167288 · SEC 801-135084
PALM BEACH GARDENS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UCAP AMERICAS
CRD 170846 · SEC 801-79625
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UHLER VERTICH WHITE ADVISORS
CRD 130716 · SEC 801-62896
FORT MYERS, FL
Source release August 3, 2026 · retrieved August 18, 2026