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 208 ms

Exempt Reporting Adviser
MTECH CAPITAL
CRD 288626 · SEC 802-130644
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MTVP MANAGEMENT, LLC
CRD 288270 · SEC 802-115153
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MUNDOVAL CAPITAL MANAGEMENT, INC.
CRD 132553 · SEC 801-63477
LA JOLLA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MUNIFI, LLC
CRD 331613 · SEC 801-130488
HERMOSA BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MURRAY FINANCIAL SERVICES, INC
CRD 176528 · SEC 801-126157
CHICO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MUSE CAPITAL MANAGEMENT LLC
CRD 304463 · SEC 801-134745
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MVP VENTURES LLC
CRD 333816 · SEC 802-131879
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MW INVESTMENT STRATEGY
CRD 118433 · SEC 801-112626
EL DORADO HILLS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
MY ADVISORS US LLC
CRD 343090 · SEC 801-136794
TUSTIN, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MY PORTFOLIO GUIDE, LLC
CRD 153188 · SEC 801-129775
SEAL BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NAHKODA CAPITAL MANAGEMENT USA, LLC
CRD 325591 · SEC 802-127587
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NANODIMENSION, INC.
CRD 162764 · SEC 802-120198
WOODSIDE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NARSAR ASSET MANAGEMENT LLC
CRD 335297 · SEC 802-132379
BURBANK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NASSAU CORAMERICA LLC
CRD 334332 · SEC 801-131834
EL SEGUNDO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NATIONAL VENTURE DEVELOPMENT
CRD 162019 · SEC 802-74604
OAKLAND, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NATURAL BRIDGES FINANCIAL ADVISORS
CRD 148056 · SEC 801-132940
SANTA CRUZ, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NAUTILUS ADVISORS LLC
CRD 154169 · SEC 801-71754
LA JOLLA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NAVA VENTURES, LLC
CRD 317758 · SEC 802-123574
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NAVALIGN, LLC
CRD 119919 · SEC 801-66206
ENCINO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NAVIGATION GROUP LLC
CRD 130982 · SEC 801-110408
REDWOOD SHORES, CA
Source release August 3, 2026 · retrieved August 18, 2026