Reported as registered
MATRIX PLANNING INC
CRD 110812 · SEC 801-26943
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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 234 ms
Exempt Reporting Adviser
MATTER VENTURE PARTNERS
CRD 327181 · SEC 802-128549
LOS ALTOS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC
CRD 106054 · SEC 801-52871
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAVEN EQUITY PARTNERS, LLC
CRD 304461 · SEC 801-133996
LARKSPUR, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MAVEN VENTURES
CRD 167770 · SEC 802-78134
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MAVINEX LTD
CRD 337486 · SEC 802-133865
SAN JOSE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAYA ADVISORS, INC.
CRD 144325 · SEC 801-129758
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAYFIELD ADVISORS, INC.
CRD 144072 · SEC 801-124782
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MAYFIELD FUND, L.L.C., A DELAWARE LIMITED LIABILITY COMPANY
CRD 161685 · SEC 802-74919
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAZE INVESTMENTS, LLC
CRD 153913 · SEC 801-121747
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MBC FII MANAGEMENT, LLC
CRD 289161 · SEC 802-111052
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCCARTHY ASSET MANAGEMENT, INC.
CRD 118285 · SEC 801-60897
REDWOOD SHORES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCDONALD CAPITAL INVESTORS INC
CRD 105562 · SEC 801-17866
ORINDA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCM ADVISERS, LP
CRD 110656 · SEC 801-50572
ORINDA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCM WEALTH
CRD 136075 · SEC 801-122613
NOVATO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCMORGAN & COMPANY LLC
CRD 115060 · SEC 801-60509
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCNAUGHTON WEALTH MANAGEMENT, LLC
CRD 300330 · SEC 801-114983
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCT ENTERTAINMENT ADVISORS LLC
CRD 328135 · SEC 801-132816
WEST HOLLYWOOD, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MEANINGFUL PARTNERS LLC
CRD 306169 · SEC 801-126276
EL SEGUNDO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MEASURED RISK PORTFOLIOS
CRD 141422 · SEC 801-80124
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026