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INVESTORTRUST HUB

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
31,268
Reported as registered
16,783
Pending / 120-Day
235
Exempt reporting
6,604
Latest sourced release
IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

13,271 sourced firms · query 961 ms

  • Reported as registered

    BAINBRIDGE PARTNERS LLP

    CRD 325681 · SEC 801-127728

    LONDON

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

  • Reported as state-registered

    BAINS, TONYA R

    CRD 331854

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BAKER ASSET MANAGEMENT, LLC

    CRD 289524

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BAKER GALLO

    CRD 337609

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BAKER JENSEN INVESTMENT ADVISORS, LLC

    CRD 115086

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BAKER STREET ASSET MANAGEMENT, LLC

    CRD 299027

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BAKOS INVESTMENT MANAGEMENT

    CRD 130351

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BALAI LAGAI WEALTH MANAGEMENT

    CRD 334602

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BALANCE FINANCIAL PLANNING, LLC

    CRD 170239

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Exempt Reporting Adviser

    BALANCE LEGAL CAPITAL LLP

    CRD 309176 · SEC 802-118849

    LONDON

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

  • Reported as state-registered

    BALANCED CAPITAL

    CRD 314531

    Principal state not provided in this source record

    State registration: WA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BALANCED FINANCIAL ADVISORS

    CRD 330275

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BALANCED INVESTMENT ADVISORS, LLC

    CRD 304976

    Principal state not provided in this source record

    State registration: TX

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BALANCED WEALTH MANAGEMENT

    CRD 159242

    Principal state not provided in this source record

    State registration: AZ

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BALANCED WEALTH, INC.

    CRD 324140

    Principal state not provided in this source record

    State registration: AZ

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026

  • Reported as state-registered

    BALANCING LIFE FINANCIAL PLANNING

    CRD 305808

    Principal state not provided in this source record

    State registration: CA

    Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026