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 136 ms

Reported as registered
WILLIAM MADISON ADVISORS, INC.
CRD 294782 · SEC 801-113313
ABILENE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILLIS JOHNSON WEALTH
CRD 119759 · SEC 801-66191
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WILLOW HILL REAL ESTATE PARTNERS LLC
CRD 335235 · SEC 802-132237
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINCORAM ASSET MANAGEMENT LLC
CRD 312425 · SEC 801-120919
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WINDMUEHLE, LLC
CRD 295685 · SEC 802-131818
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINNACLE WEALTH, LLC
CRD 317181 · SEC 801-130201
WACO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WISDOM INDEX ADVISORS
CRD 132567 · SEC 801-116762
PROSPER, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WISNIEWSKI WEALTH MANAGEMENT
CRD 150264 · SEC 801-120675
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WJ INTERESTS, LLC
CRD 114381 · SEC 801-61853
SUGAR LAND, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WL ROSS & CO. LLC
CRD 141854 · SEC 801-67779
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WM CAPITAL PARTNERS, LLC
CRD 165857 · SEC 802-77810
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WOMACK FINANCIAL LLC
CRD 174873 · SEC 801-130892
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WORTH ASSET MANAGEMENT
CRD 166970 · SEC 801-122206
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WORTH FINANCIAL GROUP INC.
CRD 13478 · SEC 801-135680
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WPA FAMILY OFFICE, LLC
CRD 315566 · SEC 801-121953
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WPWEALTH LLP
CRD 145467 · SEC 801-68528
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
XEBEC ASSET MANAGEMENT, LLC
CRD 305669 · SEC 801-118122
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
XIOS LLC
CRD 342370 · SEC 802-136872
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
YACKTMAN ASSET MANAGEMENT LP
CRD 164420 · SEC 801-76744
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
YCG, LLC
CRD 145769 · SEC 801-68621
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026