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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

364 sourced firms · query 63 ms

  • Reported as registered

    AVEGO MANAGEMENT, LLC

    CRD 310520 · SEC 801-120171

    ALPHARETTA, GA

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

  • Reported as registered

    BAER WEALTH MANAGEMENT

    CRD 150555 · SEC 801-118667

    MARIETTA, GA

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

  • Reported as registered

    BALENTINE

    CRD 152511 · SEC 801-70910

    ATLANTA, GA

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

  • Reported as registered

    BATTLE INVESTMENT GROUP, LLC

    CRD 283292 · SEC 801-124874

    ATLANTA, GA

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

  • Reported as registered

    BAUGH & ASSOCIATES, LLC

    CRD 136342 · SEC 801-64569

    ATLANTA, GA

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

  • Reported as registered

    BAY POINT ADVISORS, LLC

    CRD 286050 · SEC 801-114858

    ATLANTA, GA

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

  • Reported as registered

    BERKELEY ADVISORS, INC.

    CRD 134455 · SEC 801-131712

    ATLANTA, GA

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

  • Reported as registered

    BIP CAPITAL

    CRD 292983 · SEC 801-112753

    ATLANTA, GA

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

  • Reported as registered

    BIP WEALTH, LLC

    CRD 143208 · SEC 801-68882

    ATLANTA, GA

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

  • Reported as registered

    BISON WEALTH, LLC

    CRD 299805 · SEC 801-114547

    ATLANTA, GA

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

  • Reported as registered

    BLUE GROTTO CAPITAL, LLC

    CRD 299869 · SEC 801-117423

    ATLANTA, GA

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

  • Reported as registered

    BLUEARC CAPITAL MANAGEMENT

    CRD 167233 · SEC 801-79523

    ATLANTA, GA

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

  • Reported as registered

    BLUECHIP WEALTH ADVISORS LLC

    CRD 150008 · SEC 801-115105

    MILTON, GA

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

  • Reported as registered

    BOONE CAPITAL MANAGEMENT LLC

    CRD 316230 · SEC 801-126199

    ATLANTA, GA

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