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 251 ms

Reported as registered
WATERLOO CAPITAL
CRD 133705 · SEC 801-63975
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WATEROUS ENERGY FUND MANAGEMENT (US), LLC
CRD 290952 · SEC 801-112304
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WATERWAY WEALTH MANAGEMENT, L.L.C.
CRD 164975 · SEC 801-77571
THE WOODLANDS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WAVE WEALTH MANAGEMENT, LLC
CRD 285079 · SEC 801-131305
FRISCO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH BENEFIT ADVISORS, LLC
CRD 319324 · SEC 801-123705
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHSTAR ADVISORS, LLC
CRD 164957 · SEC 801-79121
PLANO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEATHERGAGE CAPITAL, LLC
CRD 156612 · SEC 801-72853
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEBS CREEK CAPITAL MANAGEMENT LP
CRD 301259 · SEC 801-123681
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELA FINANCIAL ADVISORY
CRD 126266 · SEC 801-72638
SAN ANTONIO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WERRUS ENERGY MANAGEMENT COMPANY, LLC
CRD 289561 · SEC 802-112675
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WESTERN RESEARCH AND MANAGEMENT, L.L.C.
CRD 109509 · SEC 802-116810
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WESTPARK WEALTH ADVISORS, INC.
CRD 130914 · SEC 801-63009
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WESTWOOD MANAGEMENT CORP
CRD 110269 · SEC 801-18727
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WESTWOOD WEALTH MANAGEMENT
CRD 132162 · SEC 801-63410
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHITE DEER
CRD 161361 · SEC 801-74249
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WHITE POST INVESTMENTS, LP
CRD 318943 · SEC 802-123580
SAN ANTONIO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHITE ROCK CAPITAL
CRD 114877 · SEC 801-120368
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHITE ROCK OIL & GAS HOLDINGS, LLC
CRD 165255 · SEC 801-107906
PLANO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHITE ROCK RESOURCES HOLDINGS, LLC
CRD 332560 · SEC 801-131057
PLANO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHITE WING WEALTH MANAGEMENT, LLC
CRD 226524 · SEC 801-124733
THE WOODLANDS, TX
Source release August 3, 2026 · retrieved August 18, 2026