Reported as registered
STONEPINE CAPITAL MANAGEMENT, LLC
CRD 139891 · SEC 801-136874
BEND, OR
Source release August 3, 2026 · retrieved August 18, 2026
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
167 sourced firms · query 55 ms
Reported as registered
STRADA FINANCIAL GROUP LLC
CRD 316987 · SEC 801-129391
BORING, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUMMA GLOBAL ADVISORS, LLC
CRD 148713 · SEC 801-71249
CLACKAMAS, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TAURUS CAPITAL ADVISORS, LLC
CRD 137633 · SEC 801-127840
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TENBRIDGE PARTNERS LLC
CRD 159378 · SEC 801-132129
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TPG FINANCIAL ADVISORS, LLC
CRD 141153 · SEC 801-77417
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRADEWINDS WEALTH MANAGEMENT
CRD 323879 · SEC 801-127142
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
CRD 309098 · SEC 801-118810
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256 · SEC 801-78748
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUE NORTH RETIREMENT ADVISORS, LLC
CRD 290885 · SEC 801-112242
CLACKAMAS, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUE PRIVATE WEALTH ADVISORS, LLC
CRD 164947 · SEC 801-76997
SALEM, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUE WEALTH GROUP
CRD 332426 · SEC 801-130948
BEND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
UPTICK CAPITAL MANAGEMENT, LLC
CRD 328602 · SEC 802-129016
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VARIANT INVESTMENTS
CRD 289261 · SEC 801-113357
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VERGEPOINTE WEALTH MANAGEMENT, LLC
CRD 151425 · SEC 801-70579
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VERIDAN WEALTH
CRD 329666 · SEC 801-130309
WEST LINN, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VISION CAPITAL MANAGEMENT INC
CRD 107793 · SEC 801-56669
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VISTA CAPITAL PARTNERS, INC.
CRD 114913 · SEC 801-60536
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VON BORSTEL & ASSOCIATES
CRD 309746 · SEC 801-119041
THE DALLES, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WAGNER PLANNING
CRD 318448 · SEC 801-124939
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026