State adviser firms
State adviser registrations
IAPD firm-state observations reported as APPROVED. Registration is a source status, not an endorsement or a principal-office location.
600 published state registrations on 600 distinct firm CRDs.
- BUSINE WEALTH
Firm CRD 172692 · WA · Reported as state-registered
Registration date: 2019-04-04
- FIT FINANCIAL CONSULTING LLC
Firm CRD 173028 · WA · Reported as state-registered
Registration date: 2016-05-16
- VAIL RIDGE CAPITAL, LLC
Firm CRD 173397 · WA · Reported as state-registered
Registration date: 2014-12-11
- SAMATVA WEALTH MANAGEMENT LLC
Firm CRD 173809 · WA · Reported as state-registered
Registration date: 2021-05-05
- STARBORD LLC
Firm CRD 174041 · WA · Reported as state-registered
Registration date: 2015-01-29
- AFFIRMATIVE FINANCIAL SERVICES
Firm CRD 174344 · WA · Reported as state-registered
Registration date: 2015-04-10
- GSR CAPITAL MANAGEMENT, INC.
Firm CRD 174383 · WA · Reported as state-registered
Registration date: 2024-01-02
- ACENTRUS FINANCIAL PARTNERS LLC
Firm CRD 174473 · WA · Reported as state-registered
Registration date: 2018-07-24
- RISK OVERLAY ASSOCIATES LLC
Firm CRD 174727 · WA · Reported as state-registered
Registration date: 2015-06-15
- WILLIAMS 360 FINANCIAL ADVISORY, LLC
Firm CRD 175485 · WA · Reported as state-registered
Registration date: 2015-08-28
- UNLEASHED FINANCIAL LLC
Firm CRD 182522 · WA · Reported as state-registered
Registration date: 2015-06-17
- REPPOND INVESTMENTS, INC.
Firm CRD 202511 · WA · Reported as state-registered
Registration date: 2015-06-04
- LAKESIDE FINANCIAL INC.
Firm CRD 213517 · WA · Reported as state-registered
Registration date: 2015-09-25
- CONCINNUS FINANCIAL, INC
Firm CRD 218515 · WA · Reported as state-registered
Registration date: 2015-06-23
- SIGNAL FINANCIAL PLANNING, LLC
Firm CRD 222516 · WA · Reported as state-registered
Registration date: 2015-05-20
- RAVENWOOD CAPITAL MANAGEMENT, LLC
Firm CRD 226679 · WA · Reported as state-registered
Registration date: 2017-06-22
- KRAMMER FINANCIAL
Firm CRD 226712 · WA · Reported as state-registered
Registration date: 2015-10-05
- SUNRISE CAPITAL MANAGEMENT LLC
Firm CRD 235789 · WA · Reported as state-registered
Registration date: 2015-07-20
- LIBERTY CAPITAL
Firm CRD 25706 · WA · Reported as state-registered
Registration date: 2009-04-20
- BROWN BRIDGE CAPITAL, LLC
Firm CRD 268791 · WA · Reported as state-registered
Registration date: 2015-10-02
- FORTIS WEALTH MANAGEMENT
Firm CRD 268808 · WA · Reported as state-registered
Registration date: 2015-09-17
- DELPHI WEALTH PARTNERS
Firm CRD 268825 · WA · Reported as state-registered
Registration date: 2015-08-17
- EUREKA FINANCIAL PLANNERS, LLC
Firm CRD 269975 · WA · Reported as state-registered
Registration date: 2017-03-02
- SAWSTON WEALTH MANAGEMENT LLC
Firm CRD 281222 · WA · Reported as state-registered
Registration date: 2015-10-08
- CARLSON FINANCIAL ADVISORY, LLC
Firm CRD 281868 · WA · Reported as state-registered
Registration date: 2015-12-16