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.
- KING WEALTH ADVISORS, LLC
Firm CRD 281798 · CA · Reported as state-registered
Registration date: 2015-11-24
- PETERSON GARRETT, LLC
Firm CRD 281801 · CA · Reported as state-registered
Registration date: 2016-01-19
- INTEGRITY ASSET MANAGEMENT, LLC
Firm CRD 281834 · CA · Reported as state-registered
Registration date: 2015-12-17
- GA PINCUS FUNDS, LLC
Firm CRD 281844 · TX · Reported as state-registered
Registration date: 2015-11-18
- CORNERSTONE ASSET ADVISORS INC.
Firm CRD 281865 · CA · Reported as state-registered
Registration date: 2015-12-08
- CARLSON FINANCIAL ADVISORY, LLC
Firm CRD 281868 · WA · Reported as state-registered
Registration date: 2015-12-16
- COHERENT FINANCIAL ADVISERS, LLC
Firm CRD 281877 · AZ · Reported as state-registered
Registration date: 2016-01-05
- ANDREW MARSHALL FINANCIAL LLC
Firm CRD 281930 · CA · Reported as state-registered
Registration date: 2016-01-13
- FLOW FINANCIAL PLANNING, L.L.C.
Firm CRD 281934 · CA · Reported as state-registered
Registration date: 2016-10-14
- FLOW FINANCIAL PLANNING, L.L.C.
Firm CRD 281934 · WA · Reported as state-registered
Registration date: 2016-04-26
- SOLSTICE WEALTH
Firm CRD 281950 · TX · Reported as state-registered
Registration date: 2015-12-02
- PAIR LENDING LLC
Firm CRD 281987 · CA · Reported as state-registered
Registration date: 2016-02-26
- PAIR LENDING LLC
Firm CRD 281987 · WA · Reported as state-registered
Registration date: 2016-03-09
- FAMCO
Firm CRD 282019 · CA · Reported as state-registered
Registration date: 2016-02-29
- THE STEWARDSHIP SOLUTION
Firm CRD 282050 · CA · Reported as state-registered
Registration date: 2016-02-25
- CHAIR SIX FINANCIAL PLANNING, PLLC
Firm CRD 282052 · WA · Reported as state-registered
Registration date: 2016-01-04
- DEAN PETERSON CAPITAL MANAGEMENT, LLC
Firm CRD 282062 · CA · Reported as state-registered
Registration date: 2016-02-10
- NET INCOME LLC
Firm CRD 282066 · CA · Reported as state-registered
Registration date: 2016-01-01
- ADVISE FINANCIAL
Firm CRD 282087 · CA · Reported as state-registered
Registration date: 2024-05-09
- ADVISE FINANCIAL
Firm CRD 282087 · TX · Reported as state-registered
Registration date: 2023-02-07
- CRAFTED WEALTH MANAGEMENT
Firm CRD 282090 · CA · Reported as state-registered
Registration date: 2018-12-04
- EVAN CAPITAL
Firm CRD 282114 · TX · Reported as state-registered
Registration date: 2016-03-01
- TARGETED WEALTH SOLUTIONS
Firm CRD 282131 · TX · Reported as state-registered
Registration date: 2016-02-08
- BARNES & COMPANY INVESTMENT COUNSEL, LLC
Firm CRD 282136 · CA · Reported as state-registered
Registration date: 2016-04-06
- ADDIE CAPITAL
Firm CRD 282144 · TX · Reported as state-registered
Registration date: 2016-01-20