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.
- BANE O'LEARY LLC
Firm CRD 286450 · AZ · Reported as state-registered
Registration date: 2017-05-03
- INSIGHT FINANCIAL
Firm CRD 286467 · WA · Reported as state-registered
Registration date: 2017-03-16
- INSIGHT INVESTMENT ADVISERS LLC
Firm CRD 286497 · AZ · Reported as state-registered
Registration date: 2018-11-19
- INSIGHT INVESTMENT ADVISERS LLC
Firm CRD 286497 · CA · Reported as state-registered
Registration date: 2018-09-10
- PARALLEL WEALTH MANAGEMENT
Firm CRD 286527 · CA · Reported as state-registered
Registration date: 2017-03-17
- MARTORELL CAPITAL PARTNERS, LLC
Firm CRD 286562 · CA · Reported as state-registered
Registration date: 2025-11-20
- PRENTICE FINANCIAL PLANNING, LLC
Firm CRD 286565 · WA · Reported as state-registered
Registration date: 2017-08-17
- VANDENBURG CAPITAL MANAGEMENT
Firm CRD 286625 · CA · Reported as state-registered
Registration date: 2017-03-14
- VANDENBURG CAPITAL MANAGEMENT
Firm CRD 286625 · TX · Reported as state-registered
Registration date: 2021-01-09
- WINSLOW DRAKE, INC.
Firm CRD 286638 · CA · Reported as state-registered
Registration date: 2018-01-16
- JG WEALTH MANAGEMENT, LLC
Firm CRD 286651 · CA · Reported as state-registered
Registration date: 2017-09-11
- JG WEALTH MANAGEMENT, LLC
Firm CRD 286651 · TX · Reported as state-registered
Registration date: 2018-07-11
- 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
- PORTIA CAPITAL MANAGEMENT
Firm CRD 286662 · TX · Reported as state-registered
Registration date: 2017-04-18
- INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC
Firm CRD 286691 · CA · Reported as state-registered
Registration date: 2017-02-21
- PALMER WEALTH MANAGEMENT LLC
Firm CRD 286692 · TX · Reported as state-registered
Registration date: 2017-03-13
- OMEGA ADVISORY LLC
Firm CRD 287459 · CA · Reported as state-registered
Registration date: 2018-08-31
- OMEGA ADVISORY LLC
Firm CRD 287459 · TX · Reported as state-registered
Registration date: 2019-03-15
- ENCOMPASS FINANCIAL PLANNING
Firm CRD 287472 · WA · Reported as state-registered
Registration date: 2023-05-09
- H CUBED FINANCIAL SOLUTIONS
Firm CRD 287494 · TX · Reported as state-registered
Registration date: 2017-03-31
- ELEVATE WEALTH MANAGEMENT, L.L.C.
Firm CRD 287511 · CA · Reported as state-registered
Registration date: 2017-05-03
- MK INVESTMENT ADVISORS, LLC
Firm CRD 287539 · CA · Reported as state-registered
Registration date: 2017-03-08
- ADVISER ALLIANCE, LLC
Firm CRD 287551 · CA · Reported as state-registered
Registration date: 2017-04-18
- ADVISER ALLIANCE, LLC
Firm CRD 287551 · TX · Reported as state-registered
Registration date: 2019-08-13