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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 220 ms

  • Reported as registered

    PROSPETTIVA FINANCIAL

    CRD 148760 · SEC 801-123729

    SAN FRANCISCO, CA

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

  • Reported as registered

    PROSSIMO ADVISORS LLC

    CRD 289347 · SEC 801-118685

    SAN LUIS OBISPO, CA

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

  • Reported as registered

    PROVENANCE MANAGEMENT CO., LP

    CRD 307347 · SEC 801-128477

    BEVERLY HILLS, CA

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

  • Reported as registered

    PROVENIO CAPITAL

    CRD 333009 · SEC 801-131264

    NEWPORT BEACH, CA

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

  • Reported as registered

    PRUDENT INVESTORS

    CRD 127284 · SEC 801-79432

    LAKE FOREST, CA

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

  • Exempt Reporting Adviser

    PRUVEN MANAGEMENT COMPANY, LLC

    CRD 310165 · SEC 802-119314

    PALO ALTO, CA

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

  • Reported as registered

    PURE FINANCIAL ADVISORS, LLC

    CRD 144316 · SEC 801-70137

    SAN DIEGO, CA

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

  • Reported as registered

    PURUS WEALTH MANAGEMENT, LLC

    CRD 174490 · SEC 801-80854

    NEWPORT BEACH, CA

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

  • Exempt Reporting Adviser

    PVGLOBAL LLC

    CRD 294039 · SEC 802-113665

    SAN FRANCISCO, CA

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

  • Reported as registered

    QCA CAPITAL MANAGEMENT INC

    CRD 112104 · SEC 801-122806

    LOS ANGELES, CA

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

  • Reported as registered

    QUANTUM FINANCIAL ADVISORS, LLC

    CRD 317386 · SEC 801-122978

    SANTA MONICA, CA

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

  • Exempt Reporting Adviser

    QUEST VENTURE PARTNERS

    CRD 189515 · SEC 802-88222

    MENLO PARK, CA

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