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.
- D'ARCY WEALTH MANAGEMENT, INC. - A CALIFORNIA CORPORATION
Firm CRD 284975 · CA · Reported as state-registered
Registration date: 2016-11-18
- D'ARCY WEALTH MANAGEMENT, INC. - A CALIFORNIA CORPORATION
Firm CRD 284975 · TX · Reported as state-registered
Registration date: 2019-08-26
- CANDOR ASSET ADVISORS, LLC
Firm CRD 284978 · TX · Reported as state-registered
Registration date: 2016-09-21
- LIBERTON FINANCIAL LLC
Firm CRD 285018 · CA · Reported as state-registered
Registration date: 2022-04-13
- CONSONANCE WEALTH MANAGEMENT
Firm CRD 285027 · CA · Reported as state-registered
Registration date: 2016-10-26
- MONTOYA WEALTH MANAGEMENT
Firm CRD 285039 · AZ · Reported as state-registered
Registration date: 2016-09-14
- ENRIQUE VILLALOBOS & ASSOCIATES
Firm CRD 285049 · CA · Reported as state-registered
Registration date: 2016-10-27
- ZUWA FINANCIAL LLC
Firm CRD 285050 · TX · Reported as state-registered
Registration date: 2016-10-05
- HILBAR CAPITAL, LLC
Firm CRD 285088 · CA · Reported as state-registered
Registration date: 2016-10-25
- BROYLES ADVISORY, LLC
Firm CRD 285119 · TX · Reported as state-registered
Registration date: 2016-10-26
- CORTEZ WEALTH ADVISORS LLC
Firm CRD 285131 · AZ · Reported as state-registered
Registration date: 2022-09-09
- PACIFIC LANDFALL
Firm CRD 285135 · AZ · Reported as state-registered
Registration date: 2016-10-07
- ADAIR WEALTH MANAGEMENT
Firm CRD 285147 · AZ · Reported as state-registered
Registration date: 2022-04-06
- ADAIR WEALTH MANAGEMENT
Firm CRD 285147 · CA · Reported as state-registered
Registration date: 2024-08-13
- ADAIR WEALTH MANAGEMENT
Firm CRD 285147 · WA · Reported as state-registered
Registration date: 2016-10-11
- ZUMA CAPITAL MANAGEMENT, LLC
Firm CRD 285162 · CA · Reported as state-registered
Registration date: 2016-12-14
- SAFE MONEY INC.
Firm CRD 285163 · CA · Reported as state-registered
Registration date: 2017-01-01
- PACESETTER PLANNING LLC
Firm CRD 285168 · CA · Reported as state-registered
Registration date: 2020-07-14
- OTIUM ADVISORY GROUP, LLC
Firm CRD 285173 · CA · Reported as state-registered
Registration date: 2016-11-02
- ADAMS WEALTH MANAGEMENT
Firm CRD 285180 · TX · Reported as state-registered
Registration date: 2016-11-17
- PEGASUS WEALTH MANAGEMENT
Firm CRD 285206 · TX · Reported as state-registered
Registration date: 2017-11-09
- BROWNSBORO FINANCIAL
Firm CRD 285221 · CA · Reported as state-registered
Registration date: 2016-10-13
- BROWNSBORO FINANCIAL
Firm CRD 285221 · TX · Reported as state-registered
Registration date: 2017-01-03
- HILTON FINANCIAL GROUP, LLC
Firm CRD 285226 · TX · Reported as state-registered
Registration date: 2021-01-22
- INVISION CAPITAL ADVISOR, LLC
Firm CRD 285260 · CA · Reported as state-registered
Registration date: 2017-01-01