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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 324 ms

  • Reported as registered

    REBALANCE LLC

    CRD 158242 · SEC 801-72723

    PALO ALTO, CA

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

  • Exempt Reporting Adviser

    RED GLASS MANAGEMENT, LLC

    CRD 338676 · SEC 802-134559

    MENLO PARK, CA

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

  • Reported as registered

    RED IRON GROUP MANAGEMENT, LLC

    CRD 317920 · SEC 801-123036

    MENLO PARK, CA

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

  • Reported as registered

    RED SEVEN

    CRD 168542 · SEC 801-136524

    ESCONDIDO, CA

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

  • Exempt Reporting Adviser

    RED TREE MANAGEMENT, LLC

    CRD 311115 · SEC 802-130146

    REDWOOD CITY, CA

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

  • Reported as registered

    REDMILE GROUP

    CRD 143606 · SEC 801-67747

    LARKSPUR, CA

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

  • Exempt Reporting Adviser

    REDPOINT VENTURES

    CRD 161680 · SEC 802-75525

    WOODSIDE, CA

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

  • Reported as registered

    REDWOOD INVESTMENT GROUP, INC

    CRD 168017 · SEC 801-120258

    FORT BRAGG, CA

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

  • Reported as registered

    REDWOOD PARK ADVISORS

    CRD 307958 · SEC 801-128196

    REDWOOD CITY, CA

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

  • Reported as registered

    REDWOOD WEALTH MANAGEMENT, LLC

    CRD 173916 · SEC 801-117866

    SANTA MONICA, CA

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

  • Exempt Reporting Adviser

    REFLEXIVE CAPITAL MANAGEMENT LP

    CRD 327416 · SEC 802-128756

    SAN FRANCISCO, CA

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

  • Reported as registered

    REFLOW SERVICES, LLC

    CRD 158301 · SEC 801-110885

    SAN FRANCISCO, CA

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

  • Exempt Reporting Adviser

    REGALIS SOLUTIONS LLC

    CRD 300001 · SEC 802-118409

    MENLO PARK, CA

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

  • Reported as registered

    REGATTA CAPITAL GROUP, LLC

    CRD 145363 · SEC 801-68490

    EL SEGUNDO, CA

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

  • Exempt Reporting Adviser

    REGENERATION.VC, LLC

    CRD 319784 · SEC 802-126098

    REDONDO BEACH, CA

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