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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

364 sourced firms · query 67 ms

  • Reported as registered

    NEWCORP WEALTH MANAGEMENT

    CRD 297125 · SEC 801-132295

    ALPHARETTA, GA

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

  • Reported as registered

    NICHOLAS WEALTH MANAGEMENT

    CRD 282635 · SEC 801-122063

    MARIETTA, GA

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

  • Exempt Reporting Adviser

    NORO-MOSELEY PARTNERS

    CRD 162877 · SEC 802-107246

    ATLANTA, GA

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

  • Reported as registered

    NOVAPOINT CAPITAL LLC

    CRD 173663 · SEC 801-116881

    ATLANTA, GA

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

  • Exempt Reporting Adviser

    NRD CAPITAL MANAGEMENT II, LLC

    CRD 328502 · SEC 802-128973

    ATLANTA, GA

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

  • Reported as registered

    O15 CAPITAL PARTNERS, LLC

    CRD 328464 · SEC 801-134025

    ATLANTA, GA

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

  • Reported as registered

    OPPENHEIMERFUNDS INC

    CRD 104983 · SEC 801-8253

    ATLANTA, GA

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

  • Reported as registered

    OSAIC ADVISORY SERVICES, LLC

    CRD 171070 · SEC 801-80075

    ATLANTA, GA

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

  • Reported as registered

    OVERLAY MANAGEMENT, LLC

    CRD 324401 · SEC 801-136161

    ALPHARETTA, GA

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

  • Reported as registered

    PARRISH CAPITAL, LLC

    CRD 172783 · SEC 801-130856

    KENNESAW, GA

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

  • Reported as registered

    PEACHCAP TAX & ADVISORY, LLC

    CRD 158729 · SEC 801-107335

    ATLANTA, GA

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

  • Reported as registered

    PEACHTREE GROUP

    CRD 334742 · SEC 801-132424

    ATLANTA, GA

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