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.
- OAGH
Firm CRD 281282 · TX · Reported as state-registered
Registration date: 2016-01-04
- RC WEALTH MANAGEMENT
Firm CRD 281300 · CA · Reported as state-registered
Registration date: 2016-04-07
- GLOBAL INVESTMENT COMPANY
Firm CRD 281316 · AZ · Reported as state-registered
Registration date: 2023-07-25
- GLOBAL INVESTMENT COMPANY
Firm CRD 281316 · CA · Reported as state-registered
Registration date: 2016-12-12
- GUANILL WEALTH MANAGEMENT
Firm CRD 281340 · CA · Reported as state-registered
Registration date: 2015-11-06
- CARR WEALTH MANAGEMENT LLC
Firm CRD 281343 · CA · Reported as state-registered
Registration date: 2015-10-07
- CONCENTIO CAPITAL MANAGEMENT, LLC
Firm CRD 281370 · TX · Reported as state-registered
Registration date: 2016-02-19
- STEWARDSHIP FINANCIAL
Firm CRD 281386 · AZ · Reported as state-registered
Registration date: 2015-09-10
- STEWARDSHIP FINANCIAL
Firm CRD 281386 · CA · Reported as state-registered
Registration date: 2018-09-04
- RICHIE CAPITAL GROUP
Firm CRD 281407 · TX · Reported as state-registered
Registration date: 2019-01-10
- BRIO CONSULTING, LLC
Firm CRD 281416 · TX · Reported as state-registered
Registration date: 2023-03-23
- RCA ADVISORY SERVICES
Firm CRD 281433 · TX · Reported as state-registered
Registration date: 2016-07-06
- CURRAN FINANCIAL PARTNERS, LLC
Firm CRD 281524 · TX · Reported as state-registered
Registration date: 2015-09-30
- INDIE FINANCIAL PLANNING
Firm CRD 281529 · CA · Reported as state-registered
Registration date: 2022-10-26
- NOBLES & RICHARDS ADVISORS, LLC
Firm CRD 281539 · TX · Reported as state-registered
Registration date: 2016-04-07
- 1ST FINANCIAL PLANNING GROUP, INC.
Firm CRD 281543 · CA · Reported as state-registered
Registration date: 2015-11-17
- ARTIFEX ADVISORY GROUP, INC.
Firm CRD 281588 · CA · Reported as state-registered
Registration date: 2016-01-01
- SOLOMON INVESTMENT CONSULTING, INC.
Firm CRD 281606 · CA · Reported as state-registered
Registration date: 2015-12-18
- F3 WEALTH MANAGEMENT, LLC
Firm CRD 281633 · TX · Reported as state-registered
Registration date: 2016-02-29
- CRIS CAPITAL, LTD.
Firm CRD 281642 · TX · Reported as state-registered
Registration date: 2016-01-27
- SMITH ADVISORY
Firm CRD 281663 · CA · Reported as state-registered
Registration date: 2016-01-12
- NBC PARDNERS
Firm CRD 281707 · CA · Reported as state-registered
Registration date: 2017-03-03
- ALPHA RETIREMENT WEALTH, LLC
Firm CRD 281786 · CA · Reported as state-registered
Registration date: 2016-01-01
- BIG CEDAR INVESTMENT ADVISORS
Firm CRD 281788 · AZ · Reported as state-registered
Registration date: 2021-02-18
- NORTH FINANCIAL ADVISORS
Firm CRD 281795 · CA · Reported as state-registered
Registration date: 2017-09-07