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.
- BARENTSEN ADVISORY SERVICES, LLC
Firm CRD 285676 · CA · Reported as state-registered
Registration date: 2016-11-29
- VESTECH ASSET MANAGEMENT INC.
Firm CRD 285685 · TX · Reported as state-registered
Registration date: 2018-12-03
- DTCARSON ASSET MANAGEMENT
Firm CRD 285715 · CA · Reported as state-registered
Registration date: 2019-01-24
- LOOKAHEAD WEALTH LLC
Firm CRD 285724 · WA · Reported as state-registered
Registration date: 2025-06-01
- TDIRECTION ASSET MANAGEMENT
Firm CRD 285730 · CA · Reported as state-registered
Registration date: 2017-05-03
- PIXEL FINANCIAL PLANNING
Firm CRD 285762 · CA · Reported as state-registered
Registration date: 2017-01-01
- CLEVERINVESTING LLC
Firm CRD 285779 · TX · Reported as state-registered
Registration date: 2017-02-08
- CLEVERINVESTING LLC
Firm CRD 285779 · WA · Reported as state-registered
Registration date: 2017-09-06
- HARBORLIGHT INVESTMENTS, LLC
Firm CRD 285805 · CA · Reported as state-registered
Registration date: 2016-12-05
- EAGLE EQUITY HOLDINGS, LLC
Firm CRD 285806 · CA · Reported as state-registered
Registration date: 2018-08-17
- TECHNOVISION MANAGEMENT LLC
Firm CRD 285828 · CA · Reported as state-registered
Registration date: 2017-12-12
- NEXT ALPHA CAPITAL, LLC
Firm CRD 285858 · CA · Reported as state-registered
Registration date: 2017-02-28
- THE SIMPLE INVESTOR'S GUIDE, LLC
Firm CRD 285860 · CA · Reported as state-registered
Registration date: 2017-01-06
- MESA WEALTH MANAGEMENT
Firm CRD 285861 · CA · Reported as state-registered
Registration date: 2017-01-05
- TEXAS WEALTH MANAGEMENT, LLC
Firm CRD 285898 · TX · Reported as state-registered
Registration date: 2017-02-08
- TEXAS WEALTH MANAGEMENT, LLC
Firm CRD 285898 · WA · Reported as state-registered
Registration date: 2019-09-04
- SCOTTSDALE WEALTH ADVISORY LLC
Firm CRD 285907 · AZ · Reported as state-registered
Registration date: 2016-12-02
- SCOTTSDALE WEALTH ADVISORY LLC
Firm CRD 285907 · TX · Reported as state-registered
Registration date: 2017-05-23
- TRES WEALTH MANAGEMENT GROUP, LLC
Firm CRD 285908 · CA · Reported as state-registered
Registration date: 2017-03-06
- KINGSGROVE MANAGEMENT, LLC
Firm CRD 285918 · CA · Reported as state-registered
Registration date: 2017-05-02
- 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
- CLEAR SKIES FINANCIAL
Firm CRD 286045 · AZ · Reported as state-registered
Registration date: 2017-01-01
- LOGBOOK FINANCIAL PLANNING, LLC
Firm CRD 286100 · TX · Reported as state-registered
Registration date: 2021-05-26
- KESSLER ENERGY, LLC
Firm CRD 286106 · TX · Reported as state-registered
Registration date: 2017-10-13