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.
- BAYWORTH CAPITAL
Firm CRD 284360 · CA · Reported as state-registered
Registration date: 2019-03-06
- BAYWORTH CAPITAL
Firm CRD 284360 · TX · Reported as state-registered
Registration date: 2018-08-29
- BONFANTI INVESTMENT SERVICES, LLC
Firm CRD 284395 · TX · Reported as state-registered
Registration date: 2016-10-11
- KNIGHT OF CALIFORNIA LLC
Firm CRD 284398 · CA · Reported as state-registered
Registration date: 2016-08-26
- SUMMA WEALTH MANAGEMENT
Firm CRD 284399 · TX · Reported as state-registered
Registration date: 2016-11-07
- NICHOLS WEALTH ADVISORS
Firm CRD 284400 · TX · Reported as state-registered
Registration date: 2016-08-11
- LEGACY & WEALTH FINANCIAL ADVISORS
Firm CRD 284432 · CA · Reported as state-registered
Registration date: 2016-08-15
- LEGACY & WEALTH FINANCIAL ADVISORS
Firm CRD 284432 · TX · Reported as state-registered
Registration date: 2016-09-02
- OAK ROAD WEALTH MANAGEMENT
Firm CRD 284446 · AZ · Reported as state-registered
Registration date: 2025-08-20
- NORTH SCOTTSDALE WEALTH ADVISORS, LLC
Firm CRD 284449 · AZ · Reported as state-registered
Registration date: 2016-11-22
- CHURCH ORGANIZERS FOUNDATION
Firm CRD 284458 · CA · Reported as state-registered
Registration date: 2016-07-28
- BARTEE CAPITAL MANAGEMENT, LLC
Firm CRD 284466 · TX · Reported as state-registered
Registration date: 2016-12-02
- GEORGE HILL ASSET MANAGEMENT, LLC
Firm CRD 284489 · CA · Reported as state-registered
Registration date: 2016-08-12
- BARLOW, PAUL DAVID
Firm CRD 284512 · CA · Reported as state-registered
Registration date: 2016-07-29
- ROBERT HUNT FINANCIAL, LLC
Firm CRD 284535 · TX · Reported as state-registered
Registration date: 2016-09-02
- ROWLAND FINANCIAL SERVICES
Firm CRD 284540 · CA · Reported as state-registered
Registration date: 2016-08-22
- JASTON CAPITAL, LLC
Firm CRD 284543 · TX · Reported as state-registered
Registration date: 2016-09-09
- NORTH FINANCIAL INC
Firm CRD 284561 · WA · Reported as state-registered
Registration date: 2016-08-02
- BURKART & STEVENS WEALTH MANAGEMENT
Firm CRD 284575 · CA · Reported as state-registered
Registration date: 2016-11-18
- INSURAWEALTH, LLC
Firm CRD 284628 · WA · Reported as state-registered
Registration date: 2020-06-11
- WEALTHCARE FINANCIAL GROUP, INC.
Firm CRD 284650 · CA · Reported as state-registered
Registration date: 2023-08-15
- WEALTHCARE FINANCIAL GROUP, INC.
Firm CRD 284650 · TX · Reported as state-registered
Registration date: 2021-01-04
- FINANCIAL STAPLES
Firm CRD 284652 · CA · Reported as state-registered
Registration date: 2023-05-15
- JOURNEY CAPITAL ADVISERS, LLC
Firm CRD 284660 · TX · Reported as state-registered
Registration date: 2017-06-01
- PAIR CAPITAL WEALTH MANAGEMENT, LLC
Firm CRD 284683 · CA · Reported as state-registered
Registration date: 2018-02-08