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.
674 published state registrations on 674 distinct firm CRDs.
- WALSVICK WEALTH MANAGEMENT
Firm CRD 171719 · AZ · Reported as state-registered
Registration date: 2014-08-27
- QUANTUMVEST, INC.
Firm CRD 171780 · AZ · Reported as state-registered
Registration date: 2014-08-14
- MFA GLOBAL CONSULTING GROUP LLC
Firm CRD 171944 · AZ · Reported as state-registered
Registration date: 2019-01-29
- STEVEN P. SIEGEL, LTD.
Firm CRD 172308 · AZ · Reported as state-registered
Registration date: 2014-12-16
- ELEVATE FINANCIAL
Firm CRD 172375 · AZ · Reported as state-registered
Registration date: 2015-07-23
- DYAD FINANCIAL GROUP
Firm CRD 172428 · AZ · Reported as state-registered
Registration date: 2015-03-17
- CONSPECTA CAPITAL, LLC
Firm CRD 172507 · AZ · Reported as state-registered
Registration date: 2014-10-28
- PERSONAL BENEFITS PLANNING LLC
Firm CRD 172531 · AZ · Reported as state-registered
Registration date: 2014-09-04
- PRIVATE CLIENT WEALTH ADVISORS, LLC
Firm CRD 172613 · AZ · Reported as state-registered
Registration date: 2015-04-06
- BUSINE WEALTH
Firm CRD 172692 · AZ · Reported as state-registered
Registration date: 2023-05-05
- THE IVY LEAGUE ADVISORY GROUP, LLC
Firm CRD 172730 · AZ · Reported as state-registered
Registration date: 2023-02-01
- BEDROCK INVESTMENT ADVISORS
Firm CRD 173131 · AZ · Reported as state-registered
Registration date: 2020-06-10
- IRON RIVER CAPITAL LLC
Firm CRD 173307 · AZ · Reported as state-registered
Registration date: 2017-06-26
- DISCIPLINED MONEY, LLC
Firm CRD 173349 · AZ · Reported as state-registered
Registration date: 2015-02-04
- BONNEMA WEALTH MANAGEMENT LLC
Firm CRD 173526 · AZ · Reported as state-registered
Registration date: 2015-05-19
- JW HECHT WEALTH MANAGEMENT LLC
Firm CRD 173915 · AZ · Reported as state-registered
Registration date: 2015-01-15
- FINANCIAL FREEDOM CAPITAL MANAGEMENT
Firm CRD 174385 · AZ · Reported as state-registered
Registration date: 2022-11-28
- COX ADVISORS, LLC
Firm CRD 174431 · AZ · Reported as state-registered
Registration date: 2015-02-04
- THE FINANCIAL CHASE LLC
Firm CRD 174512 · AZ · Reported as state-registered
Registration date: 2018-03-29
- KROZEL CAPITAL MANAGEMENT, LLC
Firm CRD 174813 · AZ · Reported as state-registered
Registration date: 2015-10-01
- ABUNDANCE FINANCIAL COACHING, LLC
Firm CRD 175055 · AZ · Reported as state-registered
Registration date: 2018-02-15
- STRATEGIC FINANCIAL GROUP, PLC
Firm CRD 175153 · AZ · Reported as state-registered
Registration date: 2015-04-01
- ENDURANCE PRIVATE INVESTMENTS MANAGER, LLC
Firm CRD 175235 · AZ · Reported as state-registered
Registration date: 2015-04-27
- SAVEVEST, LLC
Firm CRD 175365 · AZ · Reported as state-registered
Registration date: 2015-04-07
- PRUDENT PROSPERA PLANNING, INC.
Firm CRD 175416 · AZ · Reported as state-registered
Registration date: 2021-06-25