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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

    PERSIUM ADVISORS, LLC

    CRD 128335 · SEC 801-71127

    ATLANTA, GA

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

  • Reported as registered

    PGI WEALTH MANAGEMENT

    CRD 297517 · SEC 801-119808

    ALPHARETTA, GA

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

  • Reported as registered

    PHORCYS CAPITAL PARTNERS, LLC

    CRD 285635 · SEC 801-121806

    ALPHARETTA, GA

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

  • Reported as registered

    PIERSON WEALTH MANAGEMENT

    CRD 293206 · SEC 801-112676

    ATLANTA, GA

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

  • Reported as registered

    POWER WEALTH MANAGEMENT

    CRD 315101 · SEC 801-127940

    ALPHARETTA, GA

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

  • Reported as registered

    PRCE MANAGEMENT LLC

    CRD 312533 · SEC 801-122233

    ALPHARETTA, GA

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

  • Reported as registered

    PREMIS ADVISORS, LLC

    CRD 283679 · SEC 801-113471

    ATLANTA, GA

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

  • Reported as registered

    PRIMERICA ADVISORS

    CRD 10111 · SEC 801-72263

    DULUTH, GA

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

  • Reported as registered

    PRIMUS CAPITAL PARTNERS, INC.

    CRD 156861 · SEC 801-73471

    ATLANTA, GA

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

  • Reported as registered

    REGIMEN WEALTH, LLC

    CRD 309672 · SEC 801-119088

    ATLANTA, GA

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

  • Reported as registered

    REICON WEALTH ADVISORS, LLC

    CRD 315043 · SEC 801-128295

    ATLANTA, GA

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

  • Reported as registered

    RESURGENT ADVISORS

    CRD 299575 · SEC 801-117725

    ATLANTA, GA

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

  • Reported as registered

    RETIREMENT FUND MANAGEMENT

    CRD 126573 · SEC 801-69594

    ATLANTA, GA

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

  • Reported as registered

    RICHARD YOUNG ADVISORS

    CRD 126124 · SEC 801-70318

    AUGUSTA, GA

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