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

98 sourced firms · query 61 ms

Reported as registered
INFINITY TAX & FINANCIAL PLANNING
CRD 332590 · SEC 801-136537
HUNTSVILLE, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVISTA ADVISORS
CRD 282899 · SEC 801-107431
MONTGOMERY, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JACKSON THORNTON WEALTH MANAGEMENT, LLC
CRD 116091 · SEC 801-61445
MONTGOMERY, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JMF CAPSTONE WEALTH MANAGEMENT
CRD 118296 · SEC 801-107846
TUSCALOOSA, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHNSON STERLING, INC.
CRD 106379 · SEC 801-49811
BIRMINGHAM, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KASSOUF WEALTH ADVISORS, LLC
CRD 122683 · SEC 801-67293
BIRMINGHAM, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEEL POINT, LLC
CRD 127902 · SEC 801-62249
HUNTSVILLE, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LANARK FINANCIAL, INC.
CRD 17870 · SEC 801-58257
BIRMINGHAM, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEAVELL INVESTMENT MANAGEMENT, INC.
CRD 107890 · SEC 801-14752
MOBILE, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LONGVIEW FINANCIAL ADVISORS, INC.
CRD 122451 · SEC 801-64122
HUNTSVILLE, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LYONS VIEW CAPITAL, LLC
CRD 324582 · SEC 801-127523
AUBURN, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598 · SEC 801-122653
DOTHAN, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAINSAIL ASSET MANAGEMENT, LLC
CRD 128373 · SEC 801-67485
BIRMINGHAM, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARBLE WEALTH, LLC
CRD 335291 · SEC 801-132676
MONTGOMERY, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAYFAIR ADVISORY GROUP, LLC
CRD 304668 · SEC 801-117219
BIRMINGHAM, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCKINNEY CAPITAL, LLC
CRD 315545 · SEC 801-122146
BIRMINGHAM, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MELD FINANCIAL, INC.
CRD 118896 · SEC 801-62981
BIRMINGHAM, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.
CRD 138240 · SEC 801-65005
MOBILE, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONEY MANAGEMENT SERVICES INC
CRD 106832 · SEC 801-42500
BIRMINGHAM, AL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NAVIANT PARTNERS, LLC
CRD 339108 · SEC 801-134802
FAIRHOPE, AL
Source release August 3, 2026 · retrieved August 18, 2026