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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 64 ms

  • Reported as registered

    THE ADVISORY FIRM

    CRD 139125 · SEC 801-136852

    ALPHARETTA, GA

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

  • Reported as registered

    THE FIDUCIARY GROUP

    CRD 221530 · SEC 801-96251

    SAVANNAH, GA

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

  • Reported as registered

    THE JENKINS GROUP

    CRD 125941 · SEC 801-133929

    ALBANY, GA

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

  • Reported as registered

    THE LLOYD ADVISORY GROUP

    CRD 150582 · SEC 801-117056

    SUWANEE, GA

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

  • Reported as registered

    THE MONITOR GROUP, INC.

    CRD 126576 · SEC 801-121908

    MARTINEZ, GA

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

  • Reported as registered

    TIMBERLINK LLC

    CRD 170067 · SEC 801-79682

    JOHNS CREEK, GA

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

  • Reported as registered

    TOWNSEND WEALTH MANAGEMENT

    CRD 126241 · SEC 801-120269

    COLUMBUS, GA

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

  • Reported as registered

    TRUE SQUARE FINANCIAL LLC

    CRD 287997 · SEC 801-135426

    ATLANTA, GA

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

  • Reported as registered

    TRUFP

    CRD 299212 · SEC 801-117561

    CUMMING, GA

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

  • Exempt Reporting Adviser

    TTV CAPITAL

    CRD 162627 · SEC 802-75841

    ATLANTA, GA

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

  • Reported as registered

    UNIFIED INVESTMENT MANAGEMENT

    CRD 326056 · SEC 801-127765

    ATLANTA, GA

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

  • Exempt Reporting Adviser

    VALOR VENTURES

    CRD 333954 · SEC 802-132534

    ATLANTA, GA

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

  • Reported as registered

    VERACITY CAPITAL LLC

    CRD 304272 · SEC 801-116934

    ATLANTA, GA

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