Reported as registered
EVERGREEN WEALTH ADVISORS
CRD 326535 · SEC 801-129001
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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
325 sourced firms · query 63 ms
Reported as registered
EVERSTAR ASSET MANAGEMENT, LLC
CRD 313334 · SEC 801-128838
MOORESVILLE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
EXCELERATE HEALTH VENTURES LLC
CRD 312957 · SEC 802-120587
DURHAM, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FALFURRIAS MANAGEMENT PARTNERS LP
CRD 163076 · SEC 801-100500
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
CRD 314351 · SEC 801-132388
CARY, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FAMILY WEALTH PARTNERS, LLC
CRD 317764 · SEC 801-123089
MATTHEWS, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FC CAPITAL MANAGEMENT LLC
CRD 161220 · SEC 801-73815
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FCA PARTNERS, LLC
CRD 322393 · SEC 801-129208
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FINANCIAL SYMMETRY INC.
CRD 118443 · SEC 801-62698
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
FINDICIA, INC.
CRD 330609 · SEC 801-136367
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777 · SEC 801-79917
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FIRST CITIZENS INVESTOR SERVICES, INC.
CRD 44430 · SEC 801-57302
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FIRST FINANCIAL GROUP
CRD 134006 · SEC 801-112777
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FIRST OAK WEALTH MANAGEMENT, LLC
CRD 288316 · SEC 801-113049
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FIRST TRYON ADVISORS
CRD 332377 · SEC 801-131148
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FIVE POINTS CAPITAL LLC
CRD 160792 · SEC 801-73796
WINSTON-SALEM, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FOREST CAPITAL
CRD 325514 · SEC 801-127542
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FORTRESS PRIVATE LEDGER, LLC
CRD 290298 · SEC 801-118075
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FOUNDERS FINANCIAL ALLIANCE, LLC
CRD 173011 · SEC 801-108700
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FRANKLIN STREET ADVISORS INC.
CRD 106275 · SEC 801-39635
CHAPEL HILL, NC
Source release August 3, 2026 · retrieved August 18, 2026