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.
6,602 published state registrations on 5,942 distinct firm CRDs.
- THE IVY LEAGUE ADVISORY GROUP, LLC
Firm CRD 172730 · AZ · Reported as state-registered
Registration date: 2023-02-01
- GRANITE STATE CAPITAL MANAGEMENT, LLC
Firm CRD 172745 · TX · Reported as state-registered
Registration date: 2022-11-16
- ACCEL ADVISORS, INC.
Firm CRD 172750 · CA · Reported as state-registered
Registration date: 2014-10-14
- CRANE INVESTMENTS INC
Firm CRD 172755 · CA · Reported as state-registered
Registration date: 2016-01-28
- JEFF ELLIOTT, CFP®
Firm CRD 172781 · TX · Reported as state-registered
Registration date: 2023-04-14
- ARGENT WEALTH ADVISORS, LLC
Firm CRD 172856 · CA · Reported as state-registered
Registration date: 2014-09-22
- AMIJAG ADVISORS LLC
Firm CRD 172872 · TX · Reported as state-registered
Registration date: 2015-02-04
- TREMONT STREET ADVISORS, LLC
Firm CRD 172984 · TX · Reported as state-registered
Registration date: 2014-12-02
- MAVERICK VALUE, LLC
Firm CRD 172985 · CA · Reported as state-registered
Registration date: 2014-10-07
- PEMBROKE ASSET ADVISORS, LLC
Firm CRD 172999 · CA · Reported as state-registered
Registration date: 2025-09-29
- FIT FINANCIAL CONSULTING LLC
Firm CRD 173028 · WA · Reported as state-registered
Registration date: 2016-05-16
- SOCAL PLANNERS, INC
Firm CRD 173062 · CA · Reported as state-registered
Registration date: 2015-08-19
- THE SUMMIT GROUP
Firm CRD 173130 · TX · Reported as state-registered
Registration date: 2024-01-26
- BEDROCK INVESTMENT ADVISORS
Firm CRD 173131 · AZ · Reported as state-registered
Registration date: 2020-06-10
- BEDROCK INVESTMENT ADVISORS
Firm CRD 173131 · TX · Reported as state-registered
Registration date: 2025-01-29
- ROTHMAN INVESTMENT MANAGEMENT, LLC
Firm CRD 173139 · CA · Reported as state-registered
Registration date: 2015-01-01
- ROTHMAN INVESTMENT MANAGEMENT, LLC
Firm CRD 173139 · TX · Reported as state-registered
Registration date: 2022-04-19
- PAKHA INVESTMENT ADVISORY
Firm CRD 173205 · CA · Reported as state-registered
Registration date: 2014-10-06
- NEW WAVE FINANCIAL SERVICES
Firm CRD 173224 · CA · Reported as state-registered
Registration date: 2014-10-10
- FINANCIAL CONSULTING SERVICES
Firm CRD 173235 · TX · Reported as state-registered
Registration date: 2016-02-23
- HEDGEWISE
Firm CRD 173286 · CA · Reported as state-registered
Registration date: 2014-10-08
- COPIAM WEALTH MANAGEMENT, LLC
Firm CRD 173290 · TX · Reported as state-registered
Registration date: 2014-12-05
- IRON RIVER CAPITAL LLC
Firm CRD 173307 · AZ · Reported as state-registered
Registration date: 2017-06-26
- IRON RIVER CAPITAL LLC
Firm CRD 173307 · TX · Reported as state-registered
Registration date: 2021-04-15
- CAPVIEW ADVISORS, LLC.
Firm CRD 173319 · TX · Reported as state-registered
Registration date: 2015-06-04