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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

61 sourced firms · query 55 ms

  • Reported as registered

    NEWROAD CAPITAL PARTNERS, LLC

    CRD 281487 · SEC 801-106671

    BENTONVILLE, AR

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

  • Reported as registered

    OCTOBER WEALTH ADVISORS, INC

    CRD 153993 · SEC 801-124993

    FORT SMITH, AR

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

  • Reported as registered

    RIVERTREE WEALTH

    CRD 329595 · SEC 801-134383

    LITTLE ROCK, AR

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

  • Reported as registered

    SOWELL MANAGEMENT

    CRD 127145 · SEC 801-63991

    NORTH LITTLE ROCK, AR

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

  • Reported as registered

    STEPHENS

    CRD 3496 · SEC 801-15510

    LITTLE ROCK, AR

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

  • Reported as registered

    THE CIRCUMFERENCE GROUP LLC

    CRD 159012 · SEC 801-113735

    LITTLE ROCK, AR

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

  • Reported as registered

    THE SHERRY GROUP, INC.

    CRD 146271 · SEC 801-133990

    MOUNTAIN HOME, AR

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

  • Reported as registered

    TMB CAPITAL PARTNERS, LLC

    CRD 335750 · SEC 801-132649

    LITTLE ROCK, AR

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

  • Reported as registered

    VEACH FAMILY FINANCIAL

    CRD 115798 · SEC 801-127773

    NORTH LITTLE ROCK, AR

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

  • Reported as registered

    WESTROCK ASSET MANAGEMENT, LLC

    CRD 174408 · SEC 801-108284

    LITTLE ROCK, AR

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

  • Pending / 120-Day Approval

    WHITEROCK WEALTH DESIGN, LLC

    CRD 342236 · SEC 801-136429

    FAYETTEVILLE, AR

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