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.
674 published state registrations on 674 distinct firm CRDs.
- ALPHA FINANCIAL NORDIC
Firm CRD 175450 · AZ · Reported as state-registered
Registration date: 2015-05-15
- FIRST WESTERN SECURITIES, INC.
Firm CRD 19537 · AZ · Reported as state-registered
Registration date: 2013-11-15
- STEWARDSHIP WEALTH ADVISORS
Firm CRD 202512 · AZ · Reported as state-registered
Registration date: 2015-05-18
- CONCINNUS FINANCIAL, INC
Firm CRD 218515 · AZ · Reported as state-registered
Registration date: 2021-04-19
- ASPEN TRAIL WEALTH MANAGEMENT, LLC
Firm CRD 224517 · AZ · Reported as state-registered
Registration date: 2015-07-22
- REDWOOD COAST FINANCIAL PARTNERS
Firm CRD 226560 · AZ · Reported as state-registered
Registration date: 2019-05-20
- ESSENTIAL INVESTING
Firm CRD 242790 · AZ · Reported as state-registered
Registration date: 2015-06-25
- SAFFRON CONSULTING SERVICES LLC
Firm CRD 255788 · AZ · Reported as state-registered
Registration date: 2015-07-08
- DELPHI WEALTH PARTNERS
Firm CRD 268825 · AZ · Reported as state-registered
Registration date: 2022-09-09
- LEGACY CORNERSTONE WEALTH LLC
Firm CRD 281027 · AZ · Reported as state-registered
Registration date: 2026-06-24
- GLOBAL INVESTMENT COMPANY
Firm CRD 281316 · AZ · Reported as state-registered
Registration date: 2023-07-25
- STEWARDSHIP FINANCIAL
Firm CRD 281386 · AZ · Reported as state-registered
Registration date: 2015-09-10
- BIG CEDAR INVESTMENT ADVISORS
Firm CRD 281788 · AZ · Reported as state-registered
Registration date: 2021-02-18
- COHERENT FINANCIAL ADVISERS, LLC
Firm CRD 281877 · AZ · Reported as state-registered
Registration date: 2016-01-05
- CLEAR FIDUCIARY CONSULTANTS, LLC
Firm CRD 282259 · AZ · Reported as state-registered
Registration date: 2016-01-22
- CME STRATEGIC WEALTH MANAGEMENT
Firm CRD 282471 · AZ · Reported as state-registered
Registration date: 2022-02-03
- REBAR & ASSOCIATES STRATEGIC SERVICES, LLC
Firm CRD 282490 · AZ · Reported as state-registered
Registration date: 2025-10-07
- NEWMAN'S FINANCIAL PLANNING
Firm CRD 282548 · AZ · Reported as state-registered
Registration date: 2016-02-09
- EMPIRIKAL PARTNERS LLC
Firm CRD 282691 · AZ · Reported as state-registered
Registration date: 2016-09-07
- NAUTICA ASSET MANAGEMENT LLC
Firm CRD 282765 · AZ · Reported as state-registered
Registration date: 2023-03-23
- SWITCHPOINT FINANCIAL PLANNING LLC
Firm CRD 282856 · AZ · Reported as state-registered
Registration date: 2018-04-02
- LIFETIME INVESTMENTS & INSURANCE LLC
Firm CRD 283074 · AZ · Reported as state-registered
Registration date: 2016-04-20
- CSLA FINANCIAL INC
Firm CRD 283082 · AZ · Reported as state-registered
Registration date: 2024-01-30
- MELLIG GROUP, LLC
Firm CRD 283152 · AZ · Reported as state-registered
Registration date: 2021-06-22
- PURPLE MOUNTAIN INVESTMENT ADVISORS LLC
Firm CRD 283230 · AZ · Reported as state-registered
Registration date: 2016-04-14