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.
- GARRETT INVESTMENT ADVISORY SERVICES, LLC
Firm CRD 287555 · TX · Reported as state-registered
Registration date: 2017-04-12
- CS TOMASI WEALTH MANAGEMENT
Firm CRD 287561 · CA · Reported as state-registered
Registration date: 2017-04-07
- BELDEN FINANCIAL, LLC
Firm CRD 287562 · AZ · Reported as state-registered
Registration date: 2018-04-10
- SRS WEALTH MANGEMENT
Firm CRD 287572 · AZ · Reported as state-registered
Registration date: 2026-09-11
- SRS WEALTH MANGEMENT
Firm CRD 287572 · CA · Reported as state-registered
Registration date: 2017-03-03
- SRS WEALTH MANGEMENT
Firm CRD 287572 · TX · Reported as state-registered
Registration date: 2025-07-02
- VG FINANCIAL CONSULTING, LLC
Firm CRD 287580 · CA · Reported as state-registered
Registration date: 2017-03-07
- WEST-EAST WEALTH MANAGEMENT, LLC
Firm CRD 287583 · CA · Reported as state-registered
Registration date: 2017-06-30
- BETTS LLC
Firm CRD 287593 · AZ · Reported as state-registered
Registration date: 2017-06-06
- XSTAR FUND MANAGEMENT LLC
Firm CRD 287601 · WA · Reported as state-registered
Registration date: 2017-09-08
- BARSON FINANCIAL PLANNING
Firm CRD 287612 · CA · Reported as state-registered
Registration date: 2017-03-10
- ENDEAVOR FINANCIAL PLANNING
Firm CRD 287615 · CA · Reported as state-registered
Registration date: 2017-03-14
- ANCHOR WEALTH MANAGEMENT, LLC
Firm CRD 287635 · AZ · Reported as state-registered
Registration date: 2017-08-14
- ANCHOR WEALTH MANAGEMENT, LLC
Firm CRD 287635 · CA · Reported as state-registered
Registration date: 2017-09-15
- STEWARDRIGHT
Firm CRD 287644 · TX · Reported as state-registered
Registration date: 2026-08-14
- NORBERG CAPITAL MANAGEMENT, LLC
Firm CRD 287668 · CA · Reported as state-registered
Registration date: 2017-05-09
- EDM CAPITAL, LLC
Firm CRD 287669 · AZ · Reported as state-registered
Registration date: 2017-03-14
- EDM CAPITAL, LLC
Firm CRD 287669 · CA · Reported as state-registered
Registration date: 2017-04-27
- EDM CAPITAL, LLC
Firm CRD 287669 · TX · Reported as state-registered
Registration date: 2025-04-24
- ASK CAPITAL INVESTMENT MANAGERS
Firm CRD 287711 · TX · Reported as state-registered
Registration date: 2017-03-13
- X AND Y ADVISORS, INC.
Firm CRD 287715 · CA · Reported as state-registered
Registration date: 2017-06-13
- GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC
Firm CRD 287722 · CA · Reported as state-registered
Registration date: 2017-09-21
- TOTAL WEALTH PARTNERS
Firm CRD 287725 · TX · Reported as state-registered
Registration date: 2017-08-30
- MONTEBELLO AVENUE
Firm CRD 287726 · AZ · Reported as state-registered
Registration date: 2017-03-27
- MONTEBELLO AVENUE
Firm CRD 287726 · CA · Reported as state-registered
Registration date: 2020-02-07