Reported as registered
VERATIS ADVISORS, INC.
CRD 117892 · SEC 801-60849
CARY, NC
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- 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
325 sourced firms · query 83 ms
Reported as registered
VERGER CAPITAL MANAGEMENT
CRD 170125 · SEC 801-79726
WINSTON-SALEM, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VERITY ASSET MANAGEMENT
CRD 158667 · SEC 801-66730
DURHAM, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VERUM PARTNERS LLC
CRD 301058 · SEC 801-115236
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VESTED FINANCE
CRD 299272 · SEC 801-114441
DURHAM, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VN CAPITAL MANAGEMENT, LLC
CRD 166761 · SEC 801-77998
GREENSBORO, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WE EDUCATION INVESTMENT MANAGER LLC
CRD 315981 · SEC 802-122409
SOUTHERN PINES, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHPOINT ADVISORS
CRD 332312 · SEC 801-130837
CRAMERTON, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHSHIELD PARTNERS, LLC
CRD 169584 · SEC 801-78937
CARY, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEDGE CAPITAL MANAGEMENT LLP
CRD 106234 · SEC 801-29479
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELLS FARGO INVESTMENT INSTITUTE, INC.
CRD 133204 · SEC 801-64191
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030 · SEC 801-125800
ASHEVILLE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEST FINANCIAL STRATEGIES, INC.
CRD 118241 · SEC 801-136450
SANFORD, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WESTEND ADVISORS, LLC
CRD 133279 · SEC 801-63626
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WESTHAMPTON CAPITAL
CRD 119176 · SEC 801-80073
WINSTON-SALEM, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHITE OAK FINANCIAL MANAGEMENT, INC
CRD 142615 · SEC 801-131079
ASHEVILLE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHITE OAK WEALTH PARTNERS
CRD 317324 · SEC 801-135911
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHITENER CAPITAL MANAGEMENT, INC
CRD 106865 · SEC 801-31219
ROCKY MOUNT, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WMS ADVISORS, LLC
CRD 122224 · SEC 801-109946
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199 · SEC 801-24818
BERMUDA RUN, NC
Source release August 3, 2026 · retrieved August 18, 2026