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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

35 sourced firms · query 49 ms

  • Reported as registered

    MCALLISTER CAPITAL MANAGEMENT

    CRD 115613 · SEC 801-114794

    JACKSON, MS

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

  • Reported as registered

    NEW PERSPECTIVES, INC.

    CRD 113925 · SEC 801-112730

    RIDGELAND, MS

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

  • Reported as registered

    PHILLIPS WEALTH PLANNERS LLC

    CRD 319226 · SEC 801-126127

    STARKVILLE, MS

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

  • Reported as registered

    RENAISSANCE ADVISORS

    CRD 175254 · SEC 801-133846

    RIDGELAND, MS

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

  • Reported as registered

    SIMPLIFIED WEALTH MANAGEMENT

    CRD 297059 · SEC 801-123772

    HATTIESBURG, MS

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

  • Reported as registered

    SMITH SHELLNUT WILSON

    CRD 106235 · SEC 801-49071

    RIDGELAND, MS

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

  • Reported as registered

    TRINITY CAPITAL INVESTORS

    CRD 110798 · SEC 801-57287

    JACKSON, MS

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

  • Pending / 120-Day Approval

    TRUELINE WEALTH GROUP, LLC

    CRD 342570 · SEC 801-136451

    HATTIESBURG, MS

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

  • Reported as registered

    WEALTHVIEW CAPITAL, LLC

    CRD 149476 · SEC 801-79342

    JACKSON, MS

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