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

589 sourced firms · query 79 ms

Exempt Reporting Adviser
COINMY TECHNOLOGY LTD
CRD 341069 · SEC 802-135623
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLLEGIATE PEAKS ASSET MANAGEMENT, LLC
CRD 322086 · SEC 801-126197
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLLIER FINANCIAL, INC
CRD 175207 · SEC 801-121627
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLORADO CAPITAL MANAGEMENT
CRD 114011 · SEC 801-60868
BOULDER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
COLORADO IMPACT GP LLC
CRD 306203 · SEC 802-118020
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
COLTRADE GLOBAL LTD
CRD 337413 · SEC 802-133866
HIGHLANDS RANCH, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLUMBIA BENEFITS, LLC
CRD 132261 · SEC 801-131876
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONSILIUM, LLC
CRD 304503 · SEC 801-117808
BOULDER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CONVERGENT WEALTH ADVISORS INC
CRD 336657 · SEC 802-132946
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447 · SEC 801-63198
BOULDER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORUNDUM GROUP, INC.
CRD 106490 · SEC 801-42281
COLORADO SPRINGS, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CORUNDUM PARTNERS
CRD 282191 · SEC 802-127741
COLORADO SPRINGS, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COSNER FINANCIAL GROUP, LLC
CRD 147942 · SEC 801-95177
WINDSOR, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CREDENTIALED WEALTH ADVISORS, LLC
CRD 312517 · SEC 801-120355
JOHNSTOWN, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRESALTA INVESTMENT MANAGEMENT, INC.
CRD 339872 · SEC 801-135425
GREENWOOD VILLAGE, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRESCAT PORTFOLIO MANAGEMENT LLC
CRD 139620 · SEC 801-69008
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CREST ROCK PARTNERS
CRD 305101 · SEC 801-117194
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRESTFIELD CAPITAL LTD.
CRD 340498 · SEC 802-135359
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRUSONIA WEALTH ADVISORS LLC
CRD 330057 · SEC 801-129632
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRYPFINE LLC
CRD 337415 · SEC 802-133843
DENVER, CO
Source release August 3, 2026 · retrieved August 18, 2026