Skip to content
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
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

306 sourced firms · query 88 ms

  • Reported as registered

    INVESCO MANAGED ACCOUNTS, LLC

    CRD 154461 · SEC 801-61716

    SEATTLE, WA

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

  • Reported as registered

    JMK & ASSOCIATES, LLC

    CRD 312760 · SEC 801-120424

    SPOKANE, WA

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

  • Reported as registered

    JOHNSON BIXBY

    CRD 310839 · SEC 801-119645

    VANCOUVER, WA

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

  • Reported as registered

    KAIROS CAPITAL MANAGEMENT, LLC

    CRD 150342 · SEC 801-135032

    BELLEVUE, WA

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

  • Reported as registered

    KAIZEN FINANCIAL ADVISORS, LLC

    CRD 155353 · SEC 801-115111

    KIRKLAND, WA

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

  • Exempt Reporting Adviser

    KLAKNA GROUP LTD

    CRD 340430 · SEC 802-135353

    SEATTLE, WA

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

  • Reported as registered

    KOSMOS MANAGEMENT LLC

    CRD 164712 · SEC 801-77216

    SEATTLE, WA

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

  • Reported as registered

    LAKESIDE ADVISORS INC

    CRD 104540 · SEC 801-21230

    SEATTLE, WA

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

  • Exempt Reporting Adviser

    LATTICE CAPITAL MANAGEMENT LLC

    CRD 141860 · SEC 802-134146

    KIRKLAND, WA

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

  • Reported as registered

    LEADER CAPITAL CORP.

    CRD 46206 · SEC 801-56684

    VANCOUVER, WA

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

  • Reported as registered

    LESA SROUFE & COMPANY, INC.

    CRD 130232 · SEC 801-63880

    SEATTLE, WA

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