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 516 ms

Exempt Reporting Adviser
MONETA VENTURES, LLC
CRD 173651 · SEC 802-127924
FOLSOM, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONOGRAM CAPITAL MANAGEMENT, L.P.
CRD 290197 · SEC 801-112824
BEVERLY HILLS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MONOGRAPH CAPITAL ADVISORS, L.P.
CRD 315988 · SEC 802-122325
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONOGRAPH WEALTH ADVISORS, LLC
CRD 173949 · SEC 801-80679
MANHATTAN BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MONTAGE CAPITAL
CRD 164391 · SEC 802-76772
CAMPBELL, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MONTAGE VENTURES
CRD 169560 · SEC 802-132564
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONTCALM TCR LLC
CRD 164521 · SEC 801-77138
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MORADO VENTURES, LLC
CRD 168743 · SEC 802-88201
LOS ALTOS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MORGENTHALER MANAGEMENT CORPORATION
CRD 161509 · SEC 802-132679
PORTOLA VALLEY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORK CAPITAL MANAGEMENT
CRD 136154 · SEC 801-136401
HEALDSBURG, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORLING FINANCIAL ADVISORS, LLC
CRD 111819 · SEC 801-100390
FREMONT, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MORPHEUS ADVISORS
CRD 285726 · SEC 802-108595
SHERMAN OAKS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORTON WEALTH
CRD 141250 · SEC 801-67025
CALABASAS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MORVIEW CAPITAL FUND C LLC
CRD 339276 · SEC 802-134789
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MOSAIK PARTNERS
CRD 171863 · SEC 802-123465
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOSLEY WEALTH MANAGEMENT, INC.
CRD 318592 · SEC 801-129053
ANAHEIM, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOSTT INC.
CRD 332063 · SEC 801-130806
SHERMAN OAKS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MOTIVE FORCE MANAGEMENT, LLC
CRD 339889 · SEC 802-137044
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOZAIC, LLC
CRD 145777 · SEC 801-68951
BEVERLY HILLS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MRAZ AND ASSOCIATES
CRD 158338 · SEC 801-72742
MODESTO, CA
Source release August 3, 2026 · retrieved August 18, 2026