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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 65 ms

  • Reported as registered

    BT FAMILY OFFICE, LLC

    CRD 305713 · SEC 801-118235

    ATLANTA, GA

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

  • Reported as registered

    BUILDER INVESTMENT GROUP

    CRD 107671 · SEC 801-19907

    ATLANTA, GA

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

  • Reported as registered

    BULL STREET ADVISORS

    CRD 304058 · SEC 801-116698

    SAVANNAH, GA

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

  • Reported as registered

    BUSH WEALTH MANAGEMENT

    CRD 304262 · SEC 801-116917

    VALDOSTA, GA

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

  • Reported as registered

    CAPE INVESTMENT ADVISORY, INC.

    CRD 146384 · SEC 801-71349

    MCDONOUGH, GA

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

  • Reported as registered

    CAPITAL AND PLANNING, LLC

    CRD 321104 · SEC 801-125802

    JONESBORO, GA

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

  • Reported as registered

    CAPITAL ENDURANCE GROUP, INC

    CRD 284793 · SEC 801-121743

    ALPHARETTA, GA

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

  • Reported as registered

    CARSON ADVISORY GROUP

    CRD 117410 · SEC 801-64883

    ATHENS, GA

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

  • Reported as registered

    CARTER, TERRY & COMPANY, INC.

    CRD 16365 · SEC 801-113129

    ATLANTA, GA

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

  • Exempt Reporting Adviser

    CASSIUS FAMILY MANAGEMENT LLC

    CRD 296899 · SEC 802-113418

    ATLANTA, GA

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

  • Reported as registered

    CAYMUS EQUITY PARTNERS, LLC

    CRD 322999 · SEC 801-130110

    ATLANTA, GA

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

  • Reported as registered

    CFS WEALTH MANAGEMENT

    CRD 135579 · SEC 801-130591

    MACON, GA

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