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.
- POTENTIAL WEALTH MANAGEMENT LLC
Firm CRD 288646 · TX · Reported as state-registered
Registration date: 2017-08-28
- MPE CAPITAL
Firm CRD 288682 · CA · Reported as state-registered
Registration date: 2017-06-26
- AKRISH FINANCIAL ADVISORY
Firm CRD 288700 · CA · Reported as state-registered
Registration date: 2017-06-23
- AVEA FINANCIAL PLANNING, LLC
Firm CRD 288702 · WA · Reported as state-registered
Registration date: 2017-10-06
- GAP FINANCIAL SERVICES OR GAP FINANCIAL
Firm CRD 288703 · TX · Reported as state-registered
Registration date: 2017-07-28
- RENNIE & ASSOCIATES
Firm CRD 288710 · CA · Reported as state-registered
Registration date: 2017-06-23
- WARNER INVESTMENTS, LLC
Firm CRD 288716 · TX · Reported as state-registered
Registration date: 2018-01-10
- BOLT WEALTH MANAGEMENT LLC
Firm CRD 288717 · CA · Reported as state-registered
Registration date: 2017-06-13
- COLUMBIA WEALTH ADVISORS LLC
Firm CRD 288720 · WA · Reported as state-registered
Registration date: 2017-11-02
- RLT CAPITAL, LLC
Firm CRD 288736 · AZ · Reported as state-registered
Registration date: 2018-08-15
- AMBROSIA HERB TEA, LLC
Firm CRD 288737 · CA · Reported as state-registered
Registration date: 2017-08-31
- THEMONEYMD.COM, LLC
Firm CRD 288761 · AZ · Reported as state-registered
Registration date: 2017-12-26
- FAMILY CFO, LLC
Firm CRD 288769 · TX · Reported as state-registered
Registration date: 2017-06-26
- MAINSPRING WEALTH ADVISORS
Firm CRD 288790 · WA · Reported as state-registered
Registration date: 2017-08-30
- COMPLETE WEALTH MANAGEMENT, LLC
Firm CRD 288794 · TX · Reported as state-registered
Registration date: 2017-07-19
- PHYSICIAN ADVISING LLC
Firm CRD 288809 · WA · Reported as state-registered
Registration date: 2020-07-08
- APPS WEALTH MANAGEMENT, INC.
Firm CRD 288825 · TX · Reported as state-registered
Registration date: 2017-07-25
- M2 CAPITAL ADVISORS
Firm CRD 288829 · CA · Reported as state-registered
Registration date: 2017-06-23
- M2 CAPITAL ADVISORS
Firm CRD 288829 · TX · Reported as state-registered
Registration date: 2017-09-14
- KETWICH CAPITAL LLC
Firm CRD 288832 · CA · Reported as state-registered
Registration date: 2017-07-26
- CLEARBRIDGE FINANCIAL
Firm CRD 288838 · CA · Reported as state-registered
Registration date: 2017-08-25
- TOWERVIEW CAPITAL, LLC
Firm CRD 288844 · TX · Reported as state-registered
Registration date: 2017-09-26
- SAGEPOINTE ADVISORS LLC
Firm CRD 288883 · CA · Reported as state-registered
Registration date: 2017-07-19
- SAGEPOINTE ADVISORS LLC
Firm CRD 288883 · TX · Reported as state-registered
Registration date: 2024-12-06
- INTEGRATED CAPITAL MANAGEMENT, INC
Firm CRD 288940 · CA · Reported as state-registered
Registration date: 2017-08-09