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.
- MONEY SCRIPT WEALTH MANAGEMENT, PLLC
Firm CRD 286134 · CA · Reported as state-registered
Registration date: 2017-01-12
- MONEY SCRIPT WEALTH MANAGEMENT, PLLC
Firm CRD 286134 · TX · Reported as state-registered
Registration date: 2017-02-11
- INTENTIONAL WEALTH PARTNERS
Firm CRD 286157 · CA · Reported as state-registered
Registration date: 2020-06-18
- INTENTIONAL WEALTH PARTNERS
Firm CRD 286157 · TX · Reported as state-registered
Registration date: 2018-12-04
- HEINTZ WEALTH MANAGEMENT, LLC
Firm CRD 286160 · AZ · Reported as state-registered
Registration date: 2017-01-09
- LAZAROW WEALTH MANAGEMENT
Firm CRD 286172 · AZ · Reported as state-registered
Registration date: 2017-01-06
- D.L. FIELDS ADVISORY GROUP, LLC
Firm CRD 286216 · TX · Reported as state-registered
Registration date: 2017-01-23
- BENT CREEK CAPITAL LLC
Firm CRD 286241 · CA · Reported as state-registered
Registration date: 2017-03-17
- DAN EDWARDS INVESTMENT ADVISORY SERVICES, LLC
Firm CRD 286259 · CA · Reported as state-registered
Registration date: 2017-04-07
- MERAKI ADVISORS LLC
Firm CRD 286274 · TX · Reported as state-registered
Registration date: 2017-03-09
- JT WEALTH MANAGEMENT
Firm CRD 286280 · CA · Reported as state-registered
Registration date: 2017-10-31
- JT WEALTH MANAGEMENT
Firm CRD 286280 · TX · Reported as state-registered
Registration date: 2026-05-12
- SAMMONS WEALTH
Firm CRD 286284 · TX · Reported as state-registered
Registration date: 2017-03-22
- FIDELIS FS, LLC
Firm CRD 286305 · TX · Reported as state-registered
Registration date: 2017-04-10
- RAPPORT FINANCIAL, LLC
Firm CRD 286308 · CA · Reported as state-registered
Registration date: 2017-01-19
- WEALTHBUILDERS, LLC
Firm CRD 286348 · CA · Reported as state-registered
Registration date: 2017-02-08
- ACE WEALTH MANAGEMENT LLC
Firm CRD 286354 · CA · Reported as state-registered
Registration date: 2021-01-15
- SPROUT CAPITAL MANAGEMENT, LLC
Firm CRD 286359 · TX · Reported as state-registered
Registration date: 2017-02-17
- DINERGY
Firm CRD 286403 · TX · Reported as state-registered
Registration date: 2018-10-31
- POINT 16 CAPITAL, LLC
Firm CRD 286414 · TX · Reported as state-registered
Registration date: 2026-02-02
- TACTICAL WEALTH PARTNERS
Firm CRD 286416 · CA · Reported as state-registered
Registration date: 2026-04-08
- TACTICAL WEALTH PARTNERS
Firm CRD 286416 · TX · Reported as state-registered
Registration date: 2017-02-09
- ABERLE INVESTMENT MANAGEMENT LLC
Firm CRD 286421 · CA · Reported as state-registered
Registration date: 2017-02-24
- ABERLE INVESTMENT MANAGEMENT LLC
Firm CRD 286421 · TX · Reported as state-registered
Registration date: 2017-03-22
- THE RETIREMENT OPTIMIZATION GROUP, LLC
Firm CRD 286425 · AZ · Reported as state-registered
Registration date: 2022-02-11