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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

98 sourced firms · query 49 ms

  • Reported as registered

    NAVIGATE 401K, LLC

    CRD 309466 · SEC 801-119101

    BIRMINGHAM, AL

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

  • Reported as registered

    NEW CAPITAL PARTNERS

    CRD 160075 · SEC 801-73399

    BIRMINGHAM, AL

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

  • Reported as registered

    OAKWORTH ASSET MANAGEMENT, LLC

    CRD 335388 · SEC 801-132789

    BIRMINGHAM, AL

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

  • Reported as registered

    ONEASCENT CAPITAL

    CRD 323220 · SEC 801-126729

    BIRMINGHAM, AL

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

  • Reported as registered

    ONEASCENT FAMILY OFFICES

    CRD 323305 · SEC 801-126924

    BIRMINGHAM, AL

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

  • Reported as registered

    ONEASCENT WEALTH MANAGEMENT

    CRD 308057 · SEC 801-118682

    BIRMINGHAM, AL

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

  • Reported as registered

    PARK LANE ADVISORS, LLC

    CRD 338445 · SEC 801-134968

    BIRMINGHAM, AL

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

  • Reported as registered

    PMD ADVISORY

    CRD 159443 · SEC 801-127839

    HOOVER, AL

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

  • Exempt Reporting Adviser

    REDHAWK ADVISORY

    CRD 297454 · SEC 802-131710

    BIRMINGHAM, AL

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

  • Exempt Reporting Adviser

    RESEED FUND MANAGER, LLC

    CRD 325957 · SEC 802-129900

    BIRMINGHAM, AL

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

  • Reported as registered

    RETIREMENT ADVISORS, INC.

    CRD 122122 · SEC 801-112649

    MOBILE, AL

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

  • Reported as registered

    RFG ADVISORY, LLC

    CRD 158401 · SEC 801-79153

    VESTAVIA HILLS, AL

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