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 215 ms

Reported as registered
PARKSHORE WEALTH MANAGEMENT
CRD 148052 · SEC 801-78573
GRANITE BAY, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARNASSUS INVESTMENTS, LLC
CRD 316904 · SEC 801-122618
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARTHENON CAPITAL PARTNERS
CRD 157398 · SEC 801-74177
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARTNERS FOR GROWTH
CRD 163495 · SEC 801-78206
TIBURON, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
CRD 173288 · SEC 801-80873
LOS GATOS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PASADENA PRIVATE WEALTH, LLC
CRD 295178 · SEC 801-112999
PASADENA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PASSPORT CAPITAL, LLC
CRD 134484 · SEC 801-65488
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PATHBREAKER VENTURES II, LLC
CRD 310746 · SEC 802-119624
CORTE MADERA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PATHVIEW WEALTH ADVISORS
CRD 308292 · SEC 801-118761
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PATHWAY CAPITAL MANAGEMENT, LP
CRD 108016 · SEC 801-54251
IRVINE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PATHWAYS ADVISORY GROUP, INC.
CRD 143817 · SEC 801-67921
FRESNO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PATHWISE
CRD 174215 · SEC 801-121506
WALNUT CREEK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PATIENT SQUARE CAPITAL, LP
CRD 312203 · SEC 801-120508
MENLO PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PATTERN VENTURES LLC
CRD 329084 · SEC 802-130500
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PAUL CAPITAL
CRD 121168 · SEC 801-61603
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PAVION BLUE CAPITAL, LLC
CRD 301968 · SEC 801-117170
NEWPORT BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PAYDEN & RYGEL
CRD 107160 · SEC 801-19762
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PB INVESTMENT PARTNERS, L.P.
CRD 304731 · SEC 802-126438
BURLINGAME, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PCCP, LLC
CRD 157505 · SEC 801-73386
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PEAK FINANCIAL PLANNING
CRD 317288 · SEC 801-135890
CANOGA PARK, CA
Source release August 3, 2026 · retrieved August 18, 2026