Reported as registered
PACIFIC CAPITAL ASSOCIATES
CRD 160407 · SEC 801-112260
SAN DIEGO, 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 367 ms
Exempt Reporting Adviser
PACIFIC COMMUNITY MANAGEMENT, INC.
CRD 163248 · SEC 802-75509
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC EXCEL WEALTH ADVISORS, INC.
CRD 172356 · SEC 801-133924
WALNUT CREEK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC FINANCIAL STRATEGIES, INC
CRD 151434 · SEC 801-70849
THOUSAND OAKS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY
CRD 106962 · SEC 801-41668
GLENDALE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PACIFIC GROWTH INVESTORS
CRD 289390 · SEC 802-112407
TORRANCE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC HEIGHTS ASSET MANAGEMENT, LLC
CRD 124365 · SEC 801-61673
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC INCOME ADVISERS INC
CRD 104719 · SEC 801-27828
EL SEGUNDO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
CRD 104559 · SEC 801-48187
NEWPORT BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC LIFE FUND ADVISORS LLC
CRD 105169 · SEC 801-15057
NEWPORT BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC PARK FINANCIAL, INC.
CRD 122867 · SEC 801-64063
LAGUNA HILLS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PACIFIC PEAK CAPITAL PARTNERS LTD
CRD 336547 · SEC 802-133011
SAN JOSE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC POINT ADVISORS, LLC
CRD 310731 · SEC 801-126183
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC PRIVATE FUND ADVISORS LLC
CRD 168830 · SEC 801-78581
NEWPORT BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC SPECIALTY INVESTMENT GROUP, LLC
CRD 282463 · SEC 801-136588
NEWPORT BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC SUN FINANCIAL CORP
CRD 284286 · SEC 801-107989
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC WEALTH ADVISORY SERVICES LLC
CRD 330888 · SEC 801-130327
DANVILLE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC WEALTH MANAGEMENT
CRD 113217 · SEC 801-77277
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC WEALTH STRATEGIES GROUP, INC.
CRD 144789 · SEC 801-68311
SANTA BARBARA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PAINTED PORCH ADVISORS LLC
CRD 304375 · SEC 801-122861
SANTA BARBARA, CA
Source release August 3, 2026 · retrieved August 18, 2026