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 232 ms

Exempt Reporting Adviser
POWERHOUSE CAPITAL
CRD 312252 · SEC 802-120243
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
POWERHOUSE VENTURES
CRD 325919 · SEC 802-128030
OAKLAND, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
POWERLAW FUND ADVISER, LLC
CRD 338152 · SEC 801-134282
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRACTICECFO INVESTMENTS
CRD 167771 · SEC 801-120024
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC
CRD 147814 · SEC 801-69431
CARMEL, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRATTES WEALTH PARTNERS
CRD 298746 · SEC 801-124726
NEWPORT BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PRECURSOR VENTURES MANAGEMENT, LLC
CRD 281895 · SEC 802-118417
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
PRELUDE INVESTMENT SERVICES
CRD 339161 · SEC 801-134769
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PREMIER FINANCIAL GROUP INC
CRD 107314 · SEC 801-38364
EUREKA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PREMIER WEALTH ADVISORS, LLC
CRD 285510 · SEC 801-114445
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PREMISE VENTURE PARTNERS, LLC
CRD 340898 · SEC 802-135639
SOUTH SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRESERVATION EQUITY FUND ADVISORS, LLC
CRD 300968 · SEC 801-124859
IRVINE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRESIDIO CAPITAL MANAGEMENT, LLC
CRD 304501 · SEC 801-123239
SAN DIEGO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRESTON CAPITAL
CRD 328417 · SEC 801-128923
ALISO VIEJO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRIME FINANCE ADVISOR, L.P.
CRD 159971 · SEC 801-73438
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
CRD 166003 · SEC 801-110964
WALNUT CREEK, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PRIME SET MANAGEMENT, LLC
CRD 330806 · SEC 802-131917
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRIMECAP MANAGEMENT CO
CRD 105516 · SEC 801-19765
PASADENA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PRIMER MANAGEMENT, LLC
CRD 327512 · SEC 802-132602
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRIMESTOR INVESTMENT MANAGEMENT, LLC
CRD 322066 · SEC 801-128443
CULVER CITY, CA
Source release August 3, 2026 · retrieved August 18, 2026