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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 189 ms

  • Exempt Reporting Adviser

    JAC CAPITAL MANAGEMENT LLC

    CRD 335015 · SEC 802-132886

    TEMECULA, CA

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

  • Reported as registered

    JACKSON SQUARE CAPITAL, LLC

    CRD 300314 · SEC 801-114780

    SAN FRANCISCO, CA

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

  • Reported as registered

    JACOBS & COMPANY, LLC

    CRD 107674 · SEC 801-12012

    SAN FRANCISCO, CA

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

  • Reported as registered

    JAFFE ASSET MANAGEMENT LLC

    CRD 108082 · SEC 801-136067

    BEVERLY HILLS, CA

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

  • Reported as registered

    JANUARY CAPITAL ADVISORS LLC

    CRD 177514 · SEC 801-111841

    SAN FRANCISCO, CA

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

  • Exempt Reporting Adviser

    JAZZ VENTURE PARTNERS, LLC

    CRD 277092 · SEC 802-106693

    SAN FRANCISCO, CA

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

  • Exempt Reporting Adviser

    JBV CAPITAL, LLC

    CRD 310676 · SEC 802-127890

    SAN FRANCISCO, CA

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

  • Reported as registered

    JCSD CAPITAL, LLC

    CRD 163084 · SEC 801-107372

    WALNUT CREEK, CA

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

  • Reported as registered

    JDH WEALTH MANAGEMENT, LLC

    CRD 112474 · SEC 801-96201

    SANTA ROSA, CA

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

  • Reported as registered

    JDL ADVISERS

    CRD 122307 · SEC 801-67339

    NEWPORT BEACH, CA

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

  • Exempt Reporting Adviser

    JEEREDDI INVESTMENTS, LP

    CRD 158075 · SEC 802-127740

    GLENDALE, CA

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

  • Exempt Reporting Adviser

    JEM CAPITAL GP LLC

    CRD 310882 · SEC 802-136579

    WEST HOLLYWOOD, CA

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

  • Reported as registered

    JEPPSON WEALTH MANAGEMENT, LLC

    CRD 305552 · SEC 801-117384

    MANHATTAN BEACH, CA

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

  • Reported as registered

    JET WEALTH ADVISORS

    CRD 333645 · SEC 801-135319

    LA JOLLA, CA

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