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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

35 sourced firms · query 48 ms

  • Reported as registered

    ADDICUS ADVISORY, LLC

    CRD 282244 · SEC 801-122401

    TUPELO, MS

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

  • Reported as registered

    ARGENT WEALTH, LLC

    CRD 311685 · SEC 801-120152

    RIDGELAND, MS

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

  • Reported as registered

    BALLEW ADVISORS INC

    CRD 110522 · SEC 801-38978

    JACKSON, MS

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

  • Reported as registered

    BANKPLUS WEALTH ADVISORS

    CRD 152588 · SEC 801-121567

    JACKSON, MS

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

  • Reported as registered

    COKER & PALMER

    CRD 29163 · SEC 801-77645

    JACKSON, MS

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

  • Reported as registered

    ELEMENT WEALTH, LLC

    CRD 114968 · SEC 801-61758

    RIDGELAND, MS

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

  • Reported as registered

    FINANCIAL CONCEPTS

    CRD 157616 · SEC 801-72394

    COLUMBUS, MS

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

  • Reported as registered

    GAINSPOLETTI WEALTH PLANNERS

    CRD 333768 · SEC 801-132267

    CLEVELAND, MS

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

  • Reported as registered

    HAIRE WEALTH MANAGEMENT, INC.

    CRD 339998 · SEC 801-135729

    TUPELO, MS

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

  • Reported as registered

    HARDY REED, LLC

    CRD 141024 · SEC 801-66976

    TUPELO, MS

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

  • Reported as registered

    LEGACY WEALTH MANAGEMENT, LLC

    CRD 304659 · SEC 801-117015

    RIDGELAND, MS

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

  • Reported as registered

    MAG CAP

    CRD 298398 · SEC 801-114023

    RIDGELAND, MS

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