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.
600 published state registrations on 600 distinct firm CRDs.
- TEXAS WEALTH MANAGEMENT, LLC
Firm CRD 285898 · WA · Reported as state-registered
Registration date: 2019-09-04
- COMUS INVESTMENT, LLC
Firm CRD 285941 · WA · Reported as state-registered
Registration date: 2017-01-24
- SFM FINANCIAL ADVISORS LLC
Firm CRD 286042 · WA · Reported as state-registered
Registration date: 2017-02-17
- INSIGHT FINANCIAL
Firm CRD 286467 · WA · Reported as state-registered
Registration date: 2017-03-16
- PRENTICE FINANCIAL PLANNING, LLC
Firm CRD 286565 · WA · Reported as state-registered
Registration date: 2017-08-17
- JG WEALTH MANAGEMENT, LLC
Firm CRD 286651 · WA · Reported as state-registered
Registration date: 2017-06-30
- FIDALGO FINANCIAL PLANNING
Firm CRD 286654 · WA · Reported as state-registered
Registration date: 2017-03-16
- ENCOMPASS FINANCIAL PLANNING
Firm CRD 287472 · WA · Reported as state-registered
Registration date: 2023-05-09
- XSTAR FUND MANAGEMENT LLC
Firm CRD 287601 · WA · Reported as state-registered
Registration date: 2017-09-08
- AMERICAN LEGACY CAPITAL LLC
Firm CRD 287967 · WA · Reported as state-registered
Registration date: 2024-10-07
- BUFF YOUR FINANCES
Firm CRD 288105 · WA · Reported as state-registered
Registration date: 2020-07-27
- JULIE A. WURST, CFP, LLC
Firm CRD 288196 · WA · Reported as state-registered
Registration date: 2017-08-24
- BC FINANCIAL
Firm CRD 288411 · WA · Reported as state-registered
Registration date: 2011-01-04
- CEDAR RIVER CAPITAL, LLC
Firm CRD 288579 · WA · Reported as state-registered
Registration date: 2017-07-21
- LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC
Firm CRD 288599 · WA · Reported as state-registered
Registration date: 2017-06-28
- AVEA FINANCIAL PLANNING, LLC
Firm CRD 288702 · WA · Reported as state-registered
Registration date: 2017-10-06
- COLUMBIA WEALTH ADVISORS LLC
Firm CRD 288720 · WA · Reported as state-registered
Registration date: 2017-11-02
- MAINSPRING WEALTH ADVISORS
Firm CRD 288790 · WA · Reported as state-registered
Registration date: 2017-08-30
- PHYSICIAN ADVISING LLC
Firm CRD 288809 · WA · Reported as state-registered
Registration date: 2020-07-08
- ZION FINANCIAL PLANNING, LLC
Firm CRD 289007 · WA · Reported as state-registered
Registration date: 2017-07-17
- MASDEVALLIA LLC
Firm CRD 289095 · WA · Reported as state-registered
Registration date: 2017-10-09
- COLMINA, LLC
Firm CRD 289191 · WA · Reported as state-registered
Registration date: 2018-01-09
- SUSTAIN FINANCIAL INC.
Firm CRD 289303 · WA · Reported as state-registered
Registration date: 2017-09-14
- CLEAR WEALTH MANAGEMENT
Firm CRD 289532 · WA · Reported as state-registered
Registration date: 2017-08-17
- DBA SEASIDE FINANCIAL & INSURANCE SERVICES
Firm CRD 289985 · WA · Reported as state-registered
Registration date: 2026-05-28