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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

264 sourced firms · query 62 ms

  • Reported as registered

    PROFFITT & GOODSON INC.

    CRD 105278 · SEC 801-28292

    KNOXVILLE, TN

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

  • Reported as registered

    PYA WALTMAN CAPITAL, LLC

    CRD 137283 · SEC 801-64909

    KNOXVILLE, TN

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

  • Reported as registered

    QUALITY FINANCIAL CONCEPTS

    CRD 118886 · SEC 801-136332

    MARYVILLE, TN

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

  • Reported as registered

    RARE CAPITAL MANAGEMENT, LLC

    CRD 341500 · SEC 801-136405

    NASHVILLE, TN

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

  • Reported as registered

    RATHER & KITTRELL, INC.

    CRD 114885 · SEC 801-66996

    KNOXVILLE, TN

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

  • Reported as registered

    RBG WEALTH ADVISORS LLC

    CRD 319486 · SEC 801-131678

    MEMPHIS, TN

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

  • Reported as registered

    REMORA CAPITAL PARTNERS

    CRD 316160 · SEC 801-130828

    NASHVILLE, TN

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

  • Reported as registered

    RETIREMENT PLANNING SERVICES

    CRD 289847 · SEC 801-120012

    KNOXVILLE, TN

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

  • Reported as registered

    RETIREMENT SOLUTIONS GROUP

    CRD 289069 · SEC 801-136002

    FRANKLIN, TN

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

  • Reported as registered

    ROAN CAPITAL PARTNERS

    CRD 293119 · SEC 801-135438

    JOHNSON CITY, TN

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

  • Pending / 120-Day Approval

    ROI FINANCIAL PLANNING

    CRD 341025 · SEC 801-136651

    CLARKSVILLE, TN

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