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.
- RONALD RAY SCHULZE
Firm CRD 115007 · TX · Reported as state-registered
Registration date: 1990-03-23
- FJP PORTFOLIO MANAGEMENT
Firm CRD 115038 · CA · Reported as state-registered
Registration date: 1998-01-01
- CHILDRESS INVESTMENT MANAGEMENT
Firm CRD 115058 · AZ · Reported as state-registered
Registration date: 2021-01-27
- CHILDRESS INVESTMENT MANAGEMENT
Firm CRD 115058 · CA · Reported as state-registered
Registration date: 2012-04-20
- BAKER JENSEN INVESTMENT ADVISORS, LLC
Firm CRD 115086 · CA · Reported as state-registered
Registration date: 2012-07-12
- RUDD AND WISDOM, INC.
Firm CRD 115092 · TX · Reported as state-registered
Registration date: 2002-02-26
- OPTIFOLIO
Firm CRD 115110 · TX · Reported as state-registered
Registration date: 2020-07-30
- WESTERN GROWERS FINANCIAL SERVICES
Firm CRD 115115 · AZ · Reported as state-registered
Registration date: 2012-05-31
- WESTERN GROWERS FINANCIAL SERVICES
Firm CRD 115115 · CA · Reported as state-registered
Registration date: 2001-08-30
- MICHAEL FULCHER, CPA
Firm CRD 115218 · AZ · Reported as state-registered
Registration date: 1994-08-31
- BOYTER FINANCIAL SERVICES
Firm CRD 115255 · TX · Reported as state-registered
Registration date: 1998-06-16
- JON BOS FINANCIAL ADVISOR LLC
Firm CRD 115263 · TX · Reported as state-registered
Registration date: 2003-01-10
- OAKMONT FINANCIAL SERVICES, L.L.C.
Firm CRD 115291 · TX · Reported as state-registered
Registration date: 2002-01-01
- BROOKS FINANCIAL SERVICES
Firm CRD 115305 · TX · Reported as state-registered
Registration date: 2003-09-15
- MISSION STREET WEALTH PLANNING
Firm CRD 115310 · CA · Reported as state-registered
Registration date: 2001-10-04
- SPECTRUM STRATEGIES, L.L.C.
Firm CRD 115318 · TX · Reported as state-registered
Registration date: 1998-08-17
- ENCORE WEALTH ADVISORS, LLC
Firm CRD 115336 · CA · Reported as state-registered
Registration date: 2000-08-15
- FIVE PEAKS FINANCIAL CONSULTING, INC.
Firm CRD 115341 · AZ · Reported as state-registered
Registration date: 1999-03-09
- 57 WEST CAPITAL ADVISORS, INC.
Firm CRD 115378 · CA · Reported as state-registered
Registration date: 2026-02-23
- 57 WEST CAPITAL ADVISORS, INC.
Firm CRD 115378 · TX · Reported as state-registered
Registration date: 1999-04-20
- PURSUIT WEALTH MANAGEMENT
Firm CRD 115416 · CA · Reported as state-registered
Registration date: 2014-08-19
- PURSUIT WEALTH MANAGEMENT
Firm CRD 115416 · TX · Reported as state-registered
Registration date: 2014-11-18
- BARON CAPITAL MANAGEMENT, LLC
Firm CRD 115488 · AZ · Reported as state-registered
Registration date: 2001-10-22
- PRO ADVISORS, LTD. DBA R J PICKLE FINANCIAL SERVICES
Firm CRD 115490 · TX · Reported as state-registered
Registration date: 2001-11-19
- RICH CAPITAL MANAGEMENT
Firm CRD 115498 · AZ · Reported as state-registered
Registration date: 2003-05-01