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.
- MANDALA WEALTH MANAGEMENT, LLC
Firm CRD 282151 · CA · Reported as state-registered
Registration date: 2016-04-14
- KELLY FINANCIAL GROUP LLC
Firm CRD 282172 · CA · Reported as state-registered
Registration date: 2016-05-11
- GNH CHFC ADVISORY SERVICES
Firm CRD 282188 · TX · Reported as state-registered
Registration date: 2016-02-19
- REBELLION ASSET MANAGEMENT, LLC
Firm CRD 282209 · CA · Reported as state-registered
Registration date: 2018-06-26
- REBELLION ASSET MANAGEMENT, LLC
Firm CRD 282209 · TX · Reported as state-registered
Registration date: 2017-10-11
- VIE INVEST, LLC
Firm CRD 282226 · TX · Reported as state-registered
Registration date: 2016-06-13
- EVIDENCE ADVISORS INVESTMENT MANAGEMENT
Firm CRD 282234 · TX · Reported as state-registered
Registration date: 2016-04-15
- CLEAR FIDUCIARY CONSULTANTS, LLC
Firm CRD 282259 · AZ · Reported as state-registered
Registration date: 2016-01-22
- TRINVEST ADVISORS, LLC
Firm CRD 282304 · TX · Reported as state-registered
Registration date: 2016-02-18
- NOBLE ADVISORY GROUP LLC
Firm CRD 282307 · TX · Reported as state-registered
Registration date: 2016-02-04
- INFLUX CAPITAL MANAGEMENT
Firm CRD 282367 · CA · Reported as state-registered
Registration date: 2016-02-09
- MORNINGVIEW CAPITAL
Firm CRD 282404 · CA · Reported as state-registered
Registration date: 2017-01-12
- LANYON ADVISORY SERVICES
Firm CRD 282424 · CA · Reported as state-registered
Registration date: 2016-01-14
- DE NOVO CAPITAL LLC
Firm CRD 282458 · CA · Reported as state-registered
Registration date: 2016-03-21
- MCDONNELL FINANCIAL SERVICES
Firm CRD 282462 · CA · Reported as state-registered
Registration date: 2016-03-07
- CME STRATEGIC WEALTH MANAGEMENT
Firm CRD 282471 · AZ · Reported as state-registered
Registration date: 2022-02-03
- CME STRATEGIC WEALTH MANAGEMENT
Firm CRD 282471 · CA · Reported as state-registered
Registration date: 2016-02-12
- TAX PLANNING PROFESSIONALS, INC
Firm CRD 282474 · CA · Reported as state-registered
Registration date: 2016-07-08
- REBAR & ASSOCIATES STRATEGIC SERVICES, LLC
Firm CRD 282490 · AZ · Reported as state-registered
Registration date: 2025-10-07
- REBAR & ASSOCIATES STRATEGIC SERVICES, LLC
Firm CRD 282490 · CA · Reported as state-registered
Registration date: 2016-04-15
- REBAR & ASSOCIATES STRATEGIC SERVICES, LLC
Firm CRD 282490 · WA · Reported as state-registered
Registration date: 2016-03-11
- CRIMSON INVESTMENT MANAGERS, LLC
Firm CRD 282498 · CA · Reported as state-registered
Registration date: 2016-05-20
- CRIMSON INVESTMENT MANAGERS, LLC
Firm CRD 282498 · TX · Reported as state-registered
Registration date: 2016-09-29
- RELION ASSETS MANAGEMENT, LLC
Firm CRD 282530 · CA · Reported as state-registered
Registration date: 2016-03-02
- NEWMAN'S FINANCIAL PLANNING
Firm CRD 282548 · AZ · Reported as state-registered
Registration date: 2016-02-09