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.
- EDNA J. THOMPSEN, CFP
Firm CRD 115524 · TX · Reported as state-registered
Registration date: 1993-09-16
- MENTOR FINANCIAL ADVISORY GROUP, LTD.
Firm CRD 115537 · CA · Reported as state-registered
Registration date: 2022-05-19
- MENTOR FINANCIAL ADVISORY GROUP, LTD.
Firm CRD 115537 · TX · Reported as state-registered
Registration date: 2001-08-08
- STEINMETZ FINANCIAL PLANNING
Firm CRD 115545 · CA · Reported as state-registered
Registration date: 1991-01-08
- LINK FINANCIAL CORPORATION
Firm CRD 115570 · TX · Reported as state-registered
Registration date: 2026-02-12
- SATORI FINANCIAL LLC
Firm CRD 115592 · CA · Reported as state-registered
Registration date: 2012-08-10
- SATORI FINANCIAL LLC
Firm CRD 115592 · WA · Reported as state-registered
Registration date: 2001-01-19
- PEAK INVESTMENTS
Firm CRD 115632 · TX · Reported as state-registered
Registration date: 1997-06-04
- PEAK INVESTMENTS
Firm CRD 115632 · WA · Reported as state-registered
Registration date: 2014-03-11
- CRAWFORD ADVISORY GROUP, LLC
Firm CRD 115676 · TX · Reported as state-registered
Registration date: 2001-12-04
- COAST CAPITAL MANAGEMENT
Firm CRD 115767 · WA · Reported as state-registered
Registration date: 1994-03-03
- AMERICAN MARKET ADVISORS, INC.
Firm CRD 115796 · TX · Reported as state-registered
Registration date: 1990-12-04
- MEDCENTRIC FINANCIAL NETWORK
Firm CRD 115826 · CA · Reported as state-registered
Registration date: 2001-11-13
- FINANCIAL STRATEGIES, INC
Firm CRD 115828 · TX · Reported as state-registered
Registration date: 2022-11-03
- PREMIER ADVISORY GROUP
Firm CRD 115838 · CA · Reported as state-registered
Registration date: 2000-06-06
- EDWARD ALLEN BENSON, PHD.
Firm CRD 115866 · TX · Reported as state-registered
Registration date: 1993-07-30
- SOUND FINANCIAL ADVISORS, INC.
Firm CRD 115875 · WA · Reported as state-registered
Registration date: 1996-10-10
- LEGACY FINANCIAL GROUP
Firm CRD 115901 · AZ · Reported as state-registered
Registration date: 2021-09-09
- LEGACY FINANCIAL GROUP
Firm CRD 115901 · CA · Reported as state-registered
Registration date: 2020-05-29
- BRUCE JAMES THOMAS JR
Firm CRD 115903 · CA · Reported as state-registered
Registration date: 2000-06-13
- GOLDSTRAND PLANNING GROUP
Firm CRD 115906 · CA · Reported as state-registered
Registration date: 2000-04-13
- YAVAPAI FINANCIAL PLANNING, L.L.C.
Firm CRD 115912 · AZ · Reported as state-registered
Registration date: 2000-10-25
- WEALTH MANAGEMENT NORTHWEST, INC.
Firm CRD 115983 · WA · Reported as state-registered
Registration date: 1999-06-03
- LIVING ROOM WEALTH MANAGEMENT
Firm CRD 116014 · AZ · Reported as state-registered
Registration date: 2020-05-05
- LIVING ROOM WEALTH MANAGEMENT
Firm CRD 116014 · TX · Reported as state-registered
Registration date: 2001-08-28