Pending / 120-Day Approval
EVERTERN WEALTH, LLC
CRD 340830 · SEC 801-135576
NAPLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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
1,284 sourced firms · query 115 ms
Exempt Reporting Adviser
EVIDITY CAPITAL LLC
CRD 288126 · SEC 802-110483
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EVOLUTION WEALTH ADVISORS, LLC
CRD 285142 · SEC 801-111646
AVENTURA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EVOLUTION WEALTH MANAGEMENT INC.
CRD 307644 · SEC 801-131761
FORT MYERS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EXODUS WEALTH, LLC
CRD 174328 · SEC 801-101485
FORT LAUDERDALE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
F&V CAPITAL MANAGEMENT, L.L.C.
CRD 146399 · SEC 801-68848
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FACET
CRD 285961 · SEC 801-108767
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FAI CAPITAL MANAGEMENT
CRD 147025 · SEC 801-69624
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FAIRHOLME CAPITAL MANAGEMENT, L.L.C.
CRD 107987 · SEC 801-54831
SOUTH MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FAIRWAY FINANCIAL, LLC
CRD 134675 · SEC 801-131250
CASSELBERRY, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FAMILYWEALTH
CRD 289193 · SEC 801-111050
LAKE MARY, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FAMILYWEALTH ASSET MANAGEMENT
CRD 147869 · SEC 801-69660
LAKE MARY, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FBMC RETIREMENT SOLUTIONS, LLC
CRD 334707 · SEC 801-132232
TALLAHASSEE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FDI WEALTH MANAGEMENT, LLC
CRD 292050 · SEC 801-128421
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
FEIN CAPITAL LLC
CRD 340304 · SEC 802-136436
CORAL SPRINGS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FELLOWSHIP FINANCIAL GROUP
CRD 154103 · SEC 801-129083
MAITLAND, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
FF CAPITAL PARTNERS, LLC
CRD 316997 · SEC 802-128046
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FFO INVESTMENTS LLC
CRD 338887 · SEC 801-134929
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FIDELIS CAPITAL
CRD 322287 · SEC 801-126176
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FIDUCIARY FAMILY OFFICE, LLC
CRD 326990 · SEC 801-128229
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026