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 302 ms

Reported as registered
MILLER AVENUE ADVISORS LLC
CRD 313523 · SEC 801-130114
MILL VALLEY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MILLER FINANCIAL SERVICES, INC.
CRD 339220 · SEC 801-134912
SAN JUAN CAPISTRANO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MINDSET CONSULTING (US) LLC
CRD 332782 · SEC 802-131871
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
CRD 118319 · SEC 801-113885
CAMPBELL, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MIRADOR CAPITAL PARTNERS
CRD 173764 · SEC 801-80585
PLEASANTON, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MIRAMAR VENTURE PARTNERS
CRD 163117 · SEC 802-74847
CORONA DEL MAR, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MIRAMONTES CAPITAL, LLC
CRD 264786 · SEC 801-110012
NEWPORT BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MISCHIEF CAPITAL MANAGEMENT, LLC
CRD 315549 · SEC 802-122635
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MISSION CREEK CAPITAL PARTNERS, INC.
CRD 151514 · SEC 801-112835
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MISSION DRIVEN FINANCE, LLC
CRD 295160 · SEC 802-114710
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MISSION HILLS FINANCIAL ADVISORY LLC
CRD 328516 · SEC 801-129010
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MISSION WEALTH MANAGEMENT, LP
CRD 113057 · SEC 801-61230
SANTA BARBARA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MITSUI & CO. GLOBAL INVESTMENT, INC.
CRD 327084 · SEC 802-128423
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MKT ADVISORS LLC
CRD 163833 · SEC 801-76469
CARLSBAD, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MODERN CAPITAL VENTURES MANAGEMENT, LLC
CRD 343542 · SEC 802-136999
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MOHR DAVIDOW VENTURES
CRD 163182 · SEC 802-130119
SAN MATEO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOMENT PARTNERS, LLC
CRD 332691 · SEC 801-131017
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MOMENT VENTURES, LLC
CRD 283450 · SEC 802-107596
SAN MATEO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONARCH PLAN ADVISORS
CRD 286612 · SEC 801-111651
SIMI VALLEY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONARCH WEALTH STRATEGIES
CRD 136029 · SEC 801-118775
SANTA BARBARA, CA
Source release August 3, 2026 · retrieved August 18, 2026