Reported as registered
360 FINANCIAL PARTNERS, LLC
CRD 169280 · SEC 801-123075
MOUNT PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
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
122 sourced firms · query 45 ms
Reported as registered
ABACUS PLANNING GROUP, INC.
CRD 107994 · SEC 801-55414
COLUMBIA, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ADVISOR.COM
CRD 318823 · SEC 801-128856
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645 · SEC 801-125959
COLUMBIA, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ALTRIARCH ASSET MANAGEMENT, LLC
CRD 328482 · SEC 801-132040
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ANCHOR INVESTMENT MANAGEMENT
CRD 135296 · SEC 801-64338
COLUMBIA, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ANDERSON GRIGGS INVESTMENTS
CRD 110313 · SEC 801-133808
ROCK HILL, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
APOLLON FINANCIAL, LLC
CRD 321217 · SEC 801-125787
MOUNT PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
APOLLON WEALTH MANAGEMENT, LLC
CRD 291902 · SEC 801-112350
MOUNT PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
APRICUS WEALTH LLC
CRD 306239 · SEC 801-123731
BEAUFORT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
AURANSER INC.
CRD 340833 · SEC 801-136163
FORT MILL, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BALLAST ROCK PRIVATE WEALTH
CRD 322064 · SEC 801-129645
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BCA PRIVATE WEALTH, INC.
CRD 140913 · SEC 801-120268
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286 · SEC 801-73105
COLUMBIA, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUE GRANITE CAPITAL, LLC
CRD 125607 · SEC 801-135757
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BNA WEALTH
CRD 39326 · SEC 801-48984
ROCK HILL, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOWSIDE CAPITAL, LLC
CRD 170509 · SEC 801-126065
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BREACH INLET CAPITAL MANAGEMENT, LLC
CRD 282056 · SEC 801-130497
MT. PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209 · SEC 801-113040
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BURKETT FINANCIAL SERVICES, LLC
CRD 140168 · SEC 801-67535
ROCK HILL, SC
Source release August 3, 2026 · retrieved August 18, 2026