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.
600 published state registrations on 600 distinct firm CRDs.
- CLARITY CAPITAL MANAGEMENT LLC
Firm CRD 290179 · WA · Reported as state-registered
Registration date: 2026-01-02
- FEDERAL BENEFITS ADVISORS
Firm CRD 290212 · WA · Reported as state-registered
Registration date: 2017-12-13
- RED TOP ADVISORS LLC
Firm CRD 290239 · WA · Reported as state-registered
Registration date: 2018-07-26
- FAMILY RETIREMENT LLC
Firm CRD 290423 · WA · Reported as state-registered
Registration date: 2018-01-03
- PROVIDENT LIVING ADVISORS LLC
Firm CRD 290723 · WA · Reported as state-registered
Registration date: 2018-01-05
- BRIGGS FINANCIAL INC.
Firm CRD 291012 · WA · Reported as state-registered
Registration date: 2025-09-25
- CAPITAL PARTNERS WEALTH MANAGEMENT
Firm CRD 291260 · WA · Reported as state-registered
Registration date: 2018-01-17
- CARAPACE FINANCIAL ADVISORS LLC
Firm CRD 291404 · WA · Reported as state-registered
Registration date: 2025-02-06
- M STEVENS WEALTH ADVISORS, LLC
Firm CRD 291482 · WA · Reported as state-registered
Registration date: 2019-04-16
- US FUND MANAGER LLC
Firm CRD 292094 · WA · Reported as state-registered
Registration date: 2018-04-27
- FIREBRAND WEALTH MANAGEMENT, LLC
Firm CRD 292154 · WA · Reported as state-registered
Registration date: 2018-04-17
- ROOSEVELT ADVISORS LLC
Firm CRD 292524 · WA · Reported as state-registered
Registration date: 2018-10-04
- IRONSTREAM CAPITAL, LLC
Firm CRD 292624 · WA · Reported as state-registered
Registration date: 2018-06-07
- KLAHANIE INVESTMENT LLC
Firm CRD 293070 · WA · Reported as state-registered
Registration date: 2018-07-17
- PLANIT FINANCIAL LLC
Firm CRD 293533 · WA · Reported as state-registered
Registration date: 2018-08-31
- CRUZ WEALTH MANAGEMENT, LLC
Firm CRD 293988 · WA · Reported as state-registered
Registration date: 2018-05-08
- RETEGY LLC
Firm CRD 294291 · WA · Reported as state-registered
Registration date: 2021-10-14
- ONE DAY WEALTH
Firm CRD 296786 · WA · Reported as state-registered
Registration date: 2018-08-22
- 3 PEAKS FINANCIAL
Firm CRD 296817 · WA · Reported as state-registered
Registration date: 2021-04-19
- STRATEGIC RETIREMENT PARTNERS, LLC
Firm CRD 297011 · WA · Reported as state-registered
Registration date: 2018-06-27
- ICICLE CREEK INVESTMENTS
Firm CRD 297238 · WA · Reported as state-registered
Registration date: 2018-07-13
- THE DAYTON COMPANY INC
Firm CRD 297471 · WA · Reported as state-registered
Registration date: 2018-08-17
- BUSINESS WISE INSURANCE, PLLC
Firm CRD 297580 · WA · Reported as state-registered
Registration date: 2019-07-10
- SPRYLEN WEALTH MANAGEMENT, LLC
Firm CRD 297592 · WA · Reported as state-registered
Registration date: 2018-10-02
- ACT SECURITIES, LLC
Firm CRD 297652 · WA · Reported as state-registered
Registration date: 2019-05-21