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.
- CUBED SYSTEMS
Firm CRD 174967 · CA · Reported as state-registered
Registration date: 2019-01-31
- HINDE GROUP LLC
Firm CRD 174994 · CA · Reported as state-registered
Registration date: 2015-05-05
- FIT ADVISORS LLC
Firm CRD 175023 · CA · Reported as state-registered
Registration date: 2016-07-07
- FIT ADVISORS LLC
Firm CRD 175023 · TX · Reported as state-registered
Registration date: 2017-10-13
- ABUNDANCE FINANCIAL COACHING, LLC
Firm CRD 175055 · AZ · Reported as state-registered
Registration date: 2018-02-15
- ABUNDANCE FINANCIAL COACHING, LLC
Firm CRD 175055 · CA · Reported as state-registered
Registration date: 2021-07-28
- ABUNDANCE FINANCIAL COACHING, LLC
Firm CRD 175055 · TX · Reported as state-registered
Registration date: 2018-10-04
- FORTUNA INVESTORS LLC
Firm CRD 175072 · CA · Reported as state-registered
Registration date: 2021-10-18
- JMO FINANCIAL
Firm CRD 175086 · CA · Reported as state-registered
Registration date: 2015-04-24
- CAPITAL BENCHMARK PARTNERS, LLC
Firm CRD 175099 · CA · Reported as state-registered
Registration date: 2023-10-16
- CAPITAL BENCHMARK PARTNERS, LLC
Firm CRD 175099 · TX · Reported as state-registered
Registration date: 2023-10-27
- MAVERICK PRIVATE WEALTH LLC
Firm CRD 175105 · TX · Reported as state-registered
Registration date: 2015-04-21
- PRESTONWOOD CAPITAL MANAGEMENT, LLC
Firm CRD 175138 · TX · Reported as state-registered
Registration date: 2015-03-12
- OPEN SQUARE CAPITAL, LLC
Firm CRD 175152 · CA · Reported as state-registered
Registration date: 2016-01-12
- STRATEGIC FINANCIAL GROUP, PLC
Firm CRD 175153 · AZ · Reported as state-registered
Registration date: 2015-04-01
- IMPACTADVISOR LLC
Firm CRD 175155 · CA · Reported as state-registered
Registration date: 2015-06-11
- GLOBAL ADVISERS, LLC
Firm CRD 175181 · CA · Reported as state-registered
Registration date: 2023-08-28
- IAPETUS CAPITAL, INC.
Firm CRD 175189 · CA · Reported as state-registered
Registration date: 2015-04-29
- LEGACY WEALTH CAPITAL, LLC.
Firm CRD 175197 · CA · Reported as state-registered
Registration date: 2018-01-26
- SILVERLAKE PORTFOLIO ADVISORS LLC
Firm CRD 175210 · CA · Reported as state-registered
Registration date: 2015-05-27
- ENDURANCE PRIVATE INVESTMENTS MANAGER, LLC
Firm CRD 175235 · AZ · Reported as state-registered
Registration date: 2015-04-27
- GUIDING WEALTH MANAGEMENT, LLC
Firm CRD 175242 · CA · Reported as state-registered
Registration date: 2024-03-08
- GUIDING WEALTH MANAGEMENT, LLC
Firm CRD 175242 · TX · Reported as state-registered
Registration date: 2015-03-20
- BENZER CAPITAL
Firm CRD 175286 · TX · Reported as state-registered
Registration date: 2026-01-23
- OPEN RANGE FINANCIAL GROUP, LLC
Firm CRD 175296 · TX · Reported as state-registered
Registration date: 2015-12-15