Reported as registered
IFC CORE INVESTMENT MANAGEMENT LLC
CRD 302090 · SEC 801-117464
RALEIGH, 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 64 ms
Reported as registered
IFC INVESTMENT MANAGEMENT, LLC
CRD 305377 · SEC 801-120312
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INDEPENDENT ADVISOR ALLIANCE, LLC
CRD 168267 · SEC 801-78808
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INDEPENDENT WEALTH ADVISORS, LLC
CRD 328786 · SEC 801-129370
CARY, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INDEXPERTS, LLC
CRD 314858 · SEC 801-121667
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INNOVATION PARTNERS LLC
CRD 146344 · SEC 801-78702
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INSIGHT FOLIOS
CRD 174411 · SEC 801-117138
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTEGRATED WEALTHCARE, LLC
CRD 312929 · SEC 801-121522
DURHAM, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTEGRATIVE PLANNING, INC.
CRD 336307 · SEC 801-133844
CORNELIUS, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475 · SEC 801-121339
GREENSBORO, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
INTERSOUTH ADVISORS, INC.
CRD 162113 · SEC 802-75179
DURHAM, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
INVEST APPALACHIA FUND MANAGER LLC
CRD 323052 · SEC 802-129445
ASHEVILLE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVESTOR ADVISORY GROUP
CRD 106837 · SEC 801-79417
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IP FINANCIAL ADVISORY SERVICES LLC
CRD 305772 · SEC 801-117481
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
IRONSIDES ASSET ADVISORS, LLC
CRD 161683 · SEC 801-77838
ROCKY MOUNT, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOEL ADAMS AND ASSOCIATES INC.
CRD 319379 · SEC 801-123660
ASHEVILLE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KANBRICK LLC
CRD 309288 · SEC 801-128403
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KENNETH FRENKE & CO
CRD 109352 · SEC 801-56310
ARDEN, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KENSINGTON FINANCIAL GROUP, INC.
CRD 127658 · SEC 801-120510
WINSTON-SALEM, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KERUSSO CAPITAL MANAGEMENT, LLC
CRD 316352 · SEC 801-131671
WINSTON-SALEM, NC
Source release August 3, 2026 · retrieved August 18, 2026