Reported as registered
BLUEPRINT FINANCIAL ADVISORS
CRD 315570 · SEC 801-121848
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- 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
325 sourced firms · query 68 ms
Reported as registered
BLUEPRINT FUND MANAGEMENT
CRD 306419 · SEC 801-117790
GREENSBORO, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUEPRINT INVESTMENT PARTNERS LLC
CRD 170196 · SEC 801-108069
GREENSBORO, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUESKY WEALTH ADVISORS, LLC
CRD 116760 · SEC 801-78583
NEW BERN, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BP ASSET MANAGEMENT INC.
CRD 328276 · SEC 801-135283
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRAGG FINANCIAL ADVISORS INC
CRD 108780 · SEC 801-56890
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312 · SEC 801-47459
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROAD REACH CAPITAL LLC
CRD 144686 · SEC 801-130959
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BROADTREE PARTNERS MANAGEMENT, LLC
CRD 337682 · SEC 802-135228
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROYHILL ASSET MANAGEMENT, LLC
CRD 120462 · SEC 801-121859
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BSG ADVISERS
CRD 297243 · SEC 801-134480
APEX, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CALAMITA WEALTH MANAGEMENT
CRD 153316 · SEC 801-128939
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CANNON ADVISORS
CRD 293929 · SEC 801-121835
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CANNON WEALTH MANAGEMENT SERVICES
CRD 323302 · SEC 801-126703
WINSTON SALEM, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL ADVISERS, INC.
CRD 118442 · SEC 801-63487
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD 149124 · SEC 801-69846
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL INVESTMENT COUNSEL INC
CRD 104591 · SEC 801-20824
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL MANAGEMENT LLC
CRD 109416 · SEC 801-55753
GREENSBORO, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITALA PRIVATE ADVISORS, LLC
CRD 283527 · SEC 801-107897
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPTRUST
CRD 175112 · SEC 801-62193
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026