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 85 ms

Reported as registered
VERISAIL PARTNERS, LLC
CRD 153751 · SEC 801-113771
CHAMBLEE, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VIDENT ASSET MANAGEMENT
CRD 286622 · SEC 801-114538
ALPHARETTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VIP WEALTH ADVISORS
CRD 335528 · SEC 801-135891
DECATUR, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VOYA INVESTMENT MANAGEMENT LLC
CRD 108934 · SEC 801-55232
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WASSAW SOUND MANAGEMENT, LLC
CRD 299164 · SEC 801-132410
SAVANNAH, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WAYPOINT WEALTH COUNSEL LLC
CRD 171822 · SEC 801-110569
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH ENGAGEMENT
CRD 310438 · SEC 801-132166
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH INTELLIGENCE, LLC
CRD 333253 · SEC 801-131320
COLUMBUS, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH SCIENCE ADVISORS LLC
CRD 321031 · SEC 801-124998
ALPHARETTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH WITH NO REGRETS®
CRD 159201 · SEC 801-128215
ALPHARETTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEAVER CAPITAL MANAGEMENT, LLC
CRD 135037 · SEC 801-110518
SUWANEE, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELLSPRING WEALTH MANAGEMENT LLC
CRD 134834 · SEC 801-64350
ALPHARETTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEST ELK CAPITAL, LLC
CRD 292743 · SEC 801-112615
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEST PACES ADVISORS, INC.
CRD 175512 · SEC 801-96230
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WICKHAM FINANCIAL & INSURANCE SERVICES
CRD 307299 · SEC 801-124758
MARIETTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILLIS INVESTMENT COUNSEL INC
CRD 111042 · SEC 801-18528
GAINESVILLE, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WIREGRASS ASSET MANAGEMENT
CRD 284608 · SEC 801-124691
THOMASVILLE, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WISER WEALTH MANAGEMENT, INC
CRD 125282 · SEC 801-120669
MARIETTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WOLVERINE INVESTMENT ADVISORS, LLC
CRD 307037 · SEC 801-118734
ATLANTA, GA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WOODSTOCK WEALTH MANAGEMENT, INC.
CRD 283472 · SEC 801-112663
WOODSTOCK, GA
Source release August 3, 2026 · retrieved August 18, 2026