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

793 sourced firms · query 81 ms

  • Reported as registered

    CLEMENT STREET CAPITAL LLC

    CRD 159684 · SEC 801-132556

    DOWNERS GROVE, IL

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

  • Exempt Reporting Adviser

    CLEVELAND AVENUE ADVISERS, LLC

    CRD 318250 · SEC 802-125969

    CHICAGO, IL

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

  • Reported as registered

    CMT ASSET MANAGEMENT LLC

    CRD 290487 · SEC 801-112157

    CHICAGO, IL

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

  • Reported as registered

    COGENT STRATEGIC WEALTH LLC

    CRD 152715 · SEC 801-110446

    CHICAGO, IL

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

  • Reported as registered

    COHEN CAPITAL

    CRD 339112 · SEC 801-135124

    CHICAGO, IL

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

  • Exempt Reporting Adviser

    COLD BORE CAPITAL

    CRD 307725 · SEC 802-118249

    CHICAGO, IL

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

  • Exempt Reporting Adviser

    COMO ASSET MANAGEMENT II, LLC

    CRD 307503 · SEC 802-118380

    CHICAGO, IL

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

  • Reported as registered

    CONSTELLATION WEALTH CAPITAL

    CRD 326917 · SEC 801-128736

    CHICAGO, IL

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

  • Reported as registered

    CONVEXITAS

    CRD 315145 · SEC 801-132451

    CHICAGO, IL

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

  • Reported as registered

    COPPERWOOD FINANCIAL

    CRD 310859 · SEC 801-134875

    BURR RIDGE, IL

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

  • Reported as registered

    CORAZON GROUP LLC

    CRD 285865 · SEC 801-122677

    CHICAGO, IL

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

  • Reported as registered

    CORE CAPITAL MANAGEMENT, LLC

    CRD 162814 · SEC 801-112687

    CHICAGO, IL

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

  • Reported as registered

    CORE INDUSTRIAL PARTNERS, LLC

    CRD 293334 · SEC 801-117080

    CHICAGO, IL

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

  • Reported as registered

    COYLE

    CRD 110593 · SEC 801-17378

    GLENVIEW, IL

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

  • Reported as registered

    COZAD ASSET MANAGEMENT INC

    CRD 104764 · SEC 801-18060

    CHAMPAIGN, IL

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

  • Reported as registered

    CREATION INVESTMENTS

    CRD 171581 · SEC 801-107138

    CHICAGO, IL

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

  • Reported as registered

    CRESCENT GROVE ADVISORS

    CRD 170912 · SEC 801-79577

    LAKE FOREST, IL

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

  • Reported as registered

    CRESSET ASSET MANAGEMENT, LLC

    CRD 288566 · SEC 801-110753

    CHICAGO, IL

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

  • Reported as registered

    CRESSEY & COMPANY LP

    CRD 155606 · SEC 801-73294

    CHICAGO, IL

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