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.
- BLUE TOWER ASSET MANAGEMENT, LLC
Firm CRD 173342 · TX · Reported as state-registered
Registration date: 2014-11-14
- DISCIPLINED MONEY, LLC
Firm CRD 173349 · AZ · Reported as state-registered
Registration date: 2015-02-04
- EVIDENCE BASED INVESTING, LLC
Firm CRD 173395 · CA · Reported as state-registered
Registration date: 2015-01-01
- VAIL RIDGE CAPITAL, LLC
Firm CRD 173397 · WA · Reported as state-registered
Registration date: 2014-12-11
- VEDA FINANCIAL INVESTMENT ADVISORY
Firm CRD 173448 · CA · Reported as state-registered
Registration date: 2015-02-19
- NORFIELD CAPITAL, LLC
Firm CRD 173456 · CA · Reported as state-registered
Registration date: 2015-05-05
- PACIFIC HAVEN FINANCIAL, LLC
Firm CRD 173457 · CA · Reported as state-registered
Registration date: 2015-03-23
- BONNEMA WEALTH MANAGEMENT LLC
Firm CRD 173526 · AZ · Reported as state-registered
Registration date: 2015-05-19
- BONNEMA WEALTH MANAGEMENT LLC
Firm CRD 173526 · CA · Reported as state-registered
Registration date: 2015-07-15
- ROSASHARN INVESTMENT MANAGEMENT, LLC
Firm CRD 173541 · CA · Reported as state-registered
Registration date: 2015-01-01
- PARTNER WEALTH MANAGEMENT, LLC
Firm CRD 173548 · TX · Reported as state-registered
Registration date: 2015-02-06
- CAVNER SOCIAL ENTERPRISES, LLC
Firm CRD 173606 · TX · Reported as state-registered
Registration date: 2015-01-07
- WIEDOWER CAPITAL
Firm CRD 173610 · TX · Reported as state-registered
Registration date: 2025-01-30
- MASON FINANCIAL SERVICES
Firm CRD 173628 · CA · Reported as state-registered
Registration date: 2015-04-10
- CANNON WEALTH GROUP LLC
Firm CRD 173633 · CA · Reported as state-registered
Registration date: 2015-01-08
- FIRST SIGMA CAPITAL LLC
Firm CRD 173642 · CA · Reported as state-registered
Registration date: 2016-06-30
- ZEBRA CROSSING ASSET MANAGEMENT LLC
Firm CRD 173660 · CA · Reported as state-registered
Registration date: 2015-01-08
- ABSOLUTE ALPHA CORP
Firm CRD 173714 · TX · Reported as state-registered
Registration date: 2016-11-14
- SAHNI, INC.
Firm CRD 173759 · TX · Reported as state-registered
Registration date: 2014-12-10
- ALIGNED ADVISORS
Firm CRD 173796 · CA · Reported as state-registered
Registration date: 2022-05-25
- SAMATVA WEALTH MANAGEMENT LLC
Firm CRD 173809 · CA · Reported as state-registered
Registration date: 2024-06-10
- SAMATVA WEALTH MANAGEMENT LLC
Firm CRD 173809 · TX · Reported as state-registered
Registration date: 2021-04-13
- SAMATVA WEALTH MANAGEMENT LLC
Firm CRD 173809 · WA · Reported as state-registered
Registration date: 2021-05-05
- MEADOWPARK CAPITAL, LLC
Firm CRD 173814 · TX · Reported as state-registered
Registration date: 2016-06-20
- ATX PORTFOLIO ADVISORS, LLC
Firm CRD 173821 · TX · Reported as state-registered
Registration date: 2015-02-03