Exempt Reporting Adviser
ONETEAM VENTURES ADVISOR, LLC
CRD 342761 · SEC 802-136785
SANTA MONICA, CA
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
2,699 sourced firms · query 288 ms
Reported as registered
ONWARD ADVISORS LLC
CRD 316214 · SEC 801-126708
PASADENA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPEN DOOR INVESTMENT MANAGEMENT LTD.
CRD 159123 · SEC 801-72755
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC
CRD 332362 · SEC 802-130969
FREMONT, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OPENAI STARTUP FUND MANAGEMENT, LLC
CRD 318221 · SEC 802-123080
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OPERATOR COLLECTIVE MANAGEMENT, L.L.C.
CRD 304960 · SEC 802-117129
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPES WEALTH MANAGEMENT, LLC
CRD 299704 · SEC 801-114436
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPTIMIZE FINANCIAL INC.
CRD 315963 · SEC 801-122500
IRVINE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPTIVEST, INC.
CRD 137070 · SEC 801-68965
SAN JUAN CAPISTRANO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OPUS CAPITAL GROUP LLC
CRD 160159 · SEC 802-74923
BURLINGAME, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPUS PRIVATE WEALTH GROUP, LLC
CRD 171317 · SEC 801-132215
ORANGE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.
CRD 158511 · SEC 801-114700
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORCHARD CITY WEALTH MANAGEMENT, LLC
CRD 292274 · SEC 801-136491
LOS GATOS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORION CAPITAL MANAGEMENT LLC
CRD 119428 · SEC 801-119207
CORONADO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORION PARTNERS, LLC
CRD 342113 · SEC 801-136208
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ORIZA VENTURES MANAGEMENT, LLC
CRD 282488 · SEC 802-120238
SAN JOSE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORRELL CAPITAL MANAGEMENT
CRD 112487 · SEC 801-38997
LIVERMORE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORSO PARTNERS, LP
CRD 304196 · SEC 801-121939
SOUTH SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OS PARTNERS LLC
CRD 335318 · SEC 802-132358
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OSBORNE PARTNERS
CRD 108100 · SEC 801-56319
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026