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.
- HEIGHTS INVESTMENT PARTNERS, LLC
Firm CRD 284688 · TX · Reported as state-registered
Registration date: 2016-09-21
- MARANANTHA FINANCIAL
Firm CRD 284692 · CA · Reported as state-registered
Registration date: 2016-09-26
- JC FINANCIAL SERVICES
Firm CRD 284702 · CA · Reported as state-registered
Registration date: 2016-10-03
- JENNY WILLIAMS FINANCIAL SERVICES LLC
Firm CRD 284703 · TX · Reported as state-registered
Registration date: 2017-07-25
- WATCH GUARD CAPITAL LLC
Firm CRD 284719 · AZ · Reported as state-registered
Registration date: 2016-08-19
- WATCH GUARD CAPITAL LLC
Firm CRD 284719 · CA · Reported as state-registered
Registration date: 2023-05-31
- KYUR, INC.
Firm CRD 284721 · CA · Reported as state-registered
Registration date: 2023-03-14
- MERUS ADVISORS, LLC
Firm CRD 284725 · CA · Reported as state-registered
Registration date: 2016-09-09
- HONEST WEALTH LLC
Firm CRD 284735 · CA · Reported as state-registered
Registration date: 2016-08-18
- POYDRAS CAPITAL PARTNERS
Firm CRD 284745 · TX · Reported as state-registered
Registration date: 2017-01-20
- MILLENNIAL WEALTH MANAGEMENT, LLC
Firm CRD 284746 · CA · Reported as state-registered
Registration date: 2023-08-11
- MILLENNIAL WEALTH MANAGEMENT, LLC
Firm CRD 284746 · TX · Reported as state-registered
Registration date: 2022-11-11
- THINKPLANSAVE
Firm CRD 284754 · CA · Reported as state-registered
Registration date: 2016-09-06
- REGAN FINANCIAL GROUP, LLC
Firm CRD 284756 · CA · Reported as state-registered
Registration date: 2017-01-01
- ACHIEVABLE WEALTH, LLC
Firm CRD 284763 · CA · Reported as state-registered
Registration date: 2016-08-23
- PARISH INVESTMENT ADVISORS LLC
Firm CRD 284770 · TX · Reported as state-registered
Registration date: 2017-05-17
- RISE FINANCIAL GROUP
Firm CRD 284773 · AZ · Reported as state-registered
Registration date: 2016-08-23
- CARITAS INVESTMENT ADVISORS LLC
Firm CRD 284777 · CA · Reported as state-registered
Registration date: 2019-01-23
- IHP WEALTH MANAGEMENT
Firm CRD 284815 · CA · Reported as state-registered
Registration date: 2024-01-25
- WORTHYNEST LLC
Firm CRD 284872 · TX · Reported as state-registered
Registration date: 2023-07-18
- BATES WEALTH MANAGEMENT, LLC
Firm CRD 284892 · CA · Reported as state-registered
Registration date: 2016-09-28
- CRUX AND COMPANY, LLC
Firm CRD 284931 · CA · Reported as state-registered
Registration date: 2016-11-04
- GLOBAL VANTAGE WEALTH MANAGEMENT
Firm CRD 284941 · CA · Reported as state-registered
Registration date: 2016-09-28
- SISTO INVESTMENT ADVISORY, LLC
Firm CRD 284949 · CA · Reported as state-registered
Registration date: 2017-01-01
- STINSON CAPITAL MANAGEMENT, LLC
Firm CRD 284965 · CA · Reported as state-registered
Registration date: 2016-10-17