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.
- HACKBERRY CAPITAL MANAGEMENT
Firm CRD 288130 · TX · Reported as state-registered
Registration date: 2017-07-25
- THE UJANO ADVISORY GROUP LLC
Firm CRD 288141 · TX · Reported as state-registered
Registration date: 2017-05-02
- ASPIRE WEALTH ADVISORS, LLC
Firm CRD 288151 · CA · Reported as state-registered
Registration date: 2017-07-20
- RANCHWOOD CAPITAL MANAGEMENT
Firm CRD 288155 · TX · Reported as state-registered
Registration date: 2017-07-28
- SUGAR CREEK CONSULTING
Firm CRD 288187 · TX · Reported as state-registered
Registration date: 2017-07-19
- JULIE A. WURST, CFP, LLC
Firm CRD 288196 · WA · Reported as state-registered
Registration date: 2017-08-24
- TORREY PINES FINANCIAL, INC.
Firm CRD 288213 · CA · Reported as state-registered
Registration date: 2017-06-23
- SOBORA CAPITAL
Firm CRD 288237 · CA · Reported as state-registered
Registration date: 2017-08-04
- COMPOUND WEALTH ADVISORS
Firm CRD 288240 · CA · Reported as state-registered
Registration date: 2023-07-06
- COMPOUND WEALTH ADVISORS
Firm CRD 288240 · TX · Reported as state-registered
Registration date: 2023-03-30
- RESPIRE WEALTH MANAGEMENT, LLC
Firm CRD 288245 · TX · Reported as state-registered
Registration date: 2017-07-28
- JOHN-LUKE FINANCIAL, LLC
Firm CRD 288252 · TX · Reported as state-registered
Registration date: 2017-07-13
- GATENS FINANCIAL, LLC
Firm CRD 288268 · CA · Reported as state-registered
Registration date: 2025-09-19
- GATENS FINANCIAL, LLC
Firm CRD 288268 · TX · Reported as state-registered
Registration date: 2017-05-15
- ENLIGHTENED ADVISORS WEALTH MANAGEMENT LLC
Firm CRD 288276 · AZ · Reported as state-registered
Registration date: 2017-08-02
- COPIA WEALTH MANAGEMENT ADVISORS, INC.
Firm CRD 288286 · CA · Reported as state-registered
Registration date: 2017-06-26
- KEYMARK FINANCIAL
Firm CRD 288302 · CA · Reported as state-registered
Registration date: 2017-05-03
- MARIN FINANCIAL GROUP
Firm CRD 288327 · TX · Reported as state-registered
Registration date: 2021-09-14
- IMPACT FIDUCIARY LLC
Firm CRD 288345 · CA · Reported as state-registered
Registration date: 2017-06-06
- WEXFORD WEALTH ADVISORS LLC
Firm CRD 288407 · TX · Reported as state-registered
Registration date: 2022-07-20
- BC FINANCIAL
Firm CRD 288411 · WA · Reported as state-registered
Registration date: 2011-01-04
- JANE FINANCIAL, LLC
Firm CRD 288419 · CA · Reported as state-registered
Registration date: 2017-05-24
- OPTIMO CAPITAL
Firm CRD 288421 · CA · Reported as state-registered
Registration date: 2017-08-17
- TORO BRAVO INVESTMENT ADVISORS, LLC
Firm CRD 288435 · TX · Reported as state-registered
Registration date: 2017-08-11
- TAYLOR ADVISORY GROUP
Firm CRD 288437 · AZ · Reported as state-registered
Registration date: 2017-06-07