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

84 sourced firms · query 50 ms

Reported as registered
MAVEN ROYALTY MANAGEMENT, LLC
CRD 288377 · SEC 801-119087
SHREVEPORT, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MERIWETHER WEALTH & PLANNING, LLC
CRD 310713 · SEC 801-120142
MINDEN, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MONTZ HARCUS WEALTH MANAGEMENT
CRD 301963 · SEC 801-115292
NEW ORLEANS, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEWEDGE ADVISORS
CRD 171351 · SEC 801-79876
NEW ORLEANS, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORLEANS CAPITAL MANAGEMENT CORP
CRD 111359 · SEC 801-39597
MANDEVILLE, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARADIEM, LLC
CRD 158200 · SEC 801-110924
COVINGTON, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PELICAN INVESTMENT ADVISORS, LLC
CRD 313227 · SEC 801-136209
BATON ROUGE, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
CRD 109965 · SEC 801-113976
SHREVEPORT, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
CRD 113181 · SEC 801-60383
METAIRIE, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SEARCH FUND ACCELERATOR, LLC
CRD 281491 · SEC 801-126419
NEW ORLEANS, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SECOND LINE CAPITAL, LLC
CRD 324386 · SEC 801-127790
METAIRIE, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
CRD 107318 · SEC 801-49929
METAIRIE, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SPINOSA WEALTH MANAGEMENT GROUP
CRD 170903 · SEC 801-120889
MANDEVILLE, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ST. DENIS J. VILLERE & CO., LLC
CRD 105159 · SEC 801-702
NEW ORLEANS, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STOKES FAMILY OFFICE LLC
CRD 300899 · SEC 801-115261
NEW ORLEANS, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STONE WEALTH PARTNERS LLC
CRD 308429 · SEC 801-129772
LAFAYETTE, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUMMIT FINANCIAL WEALTH ADVISORS
CRD 171278 · SEC 801-79686
LAFAYETTE, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUNCAP MANAGEMENT
CRD 304638 · SEC 801-117295
NEW ORLEANS, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE ARCHER CONSULTING GROUP, LLC
CRD 156062 · SEC 801-113282
THIBODAUX, LA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THIRTYNORTH INVESTMENTS, LLC
CRD 155355 · SEC 801-71921
NEW ORLEANS, LA
Source release August 3, 2026 · retrieved August 18, 2026