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.
674 published state registrations on 674 distinct firm CRDs.
- LANDPHAIR WEALTH MANAGEMENT LLC
Firm CRD 283366 · AZ · Reported as state-registered
Registration date: 2026-04-08
- RIDGE CAPITAL ADVISORS, LLC
Firm CRD 283756 · AZ · Reported as state-registered
Registration date: 2017-01-01
- SALA CAPITAL, LLC
Firm CRD 283821 · AZ · Reported as state-registered
Registration date: 2017-01-17
- HAMSHER WEALTH MANAGEMENT, LLC
Firm CRD 284018 · AZ · Reported as state-registered
Registration date: 2021-10-21
- VIVERE WEALTH MANAGEMENT LLC
Firm CRD 284152 · AZ · Reported as state-registered
Registration date: 2017-09-27
- DSA ASSET MANAGEMENT, LLC
Firm CRD 284185 · AZ · Reported as state-registered
Registration date: 2020-03-10
- FOXSTONE FINANCIAL
Firm CRD 284268 · AZ · Reported as state-registered
Registration date: 2024-12-04
- OAK ROAD WEALTH MANAGEMENT
Firm CRD 284446 · AZ · Reported as state-registered
Registration date: 2025-08-20
- NORTH SCOTTSDALE WEALTH ADVISORS, LLC
Firm CRD 284449 · AZ · Reported as state-registered
Registration date: 2016-11-22
- WATCH GUARD CAPITAL LLC
Firm CRD 284719 · AZ · Reported as state-registered
Registration date: 2016-08-19
- RISE FINANCIAL GROUP
Firm CRD 284773 · AZ · Reported as state-registered
Registration date: 2016-08-23
- MONTOYA WEALTH MANAGEMENT
Firm CRD 285039 · AZ · Reported as state-registered
Registration date: 2016-09-14
- CORTEZ WEALTH ADVISORS LLC
Firm CRD 285131 · AZ · Reported as state-registered
Registration date: 2022-09-09
- PACIFIC LANDFALL
Firm CRD 285135 · AZ · Reported as state-registered
Registration date: 2016-10-07
- ADAIR WEALTH MANAGEMENT
Firm CRD 285147 · AZ · Reported as state-registered
Registration date: 2022-04-06
- COOPER FINANCIAL INVESTMENTS, LLC
Firm CRD 285647 · AZ · Reported as state-registered
Registration date: 2017-08-30
- PAULA TRABER FINANCIAL SERVICES LLC
Firm CRD 285665 · AZ · Reported as state-registered
Registration date: 2019-02-20
- SCOTTSDALE WEALTH ADVISORY LLC
Firm CRD 285907 · AZ · Reported as state-registered
Registration date: 2016-12-02
- CLEAR SKIES FINANCIAL
Firm CRD 286045 · AZ · Reported as state-registered
Registration date: 2017-01-01
- 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
- THE RETIREMENT OPTIMIZATION GROUP, LLC
Firm CRD 286425 · AZ · Reported as state-registered
Registration date: 2022-02-11
- BANE O'LEARY LLC
Firm CRD 286450 · AZ · Reported as state-registered
Registration date: 2017-05-03
- INSIGHT INVESTMENT ADVISERS LLC
Firm CRD 286497 · AZ · Reported as state-registered
Registration date: 2018-11-19
- BELDEN FINANCIAL, LLC
Firm CRD 287562 · AZ · Reported as state-registered
Registration date: 2018-04-10