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.
- COLMINA, LLC
Firm CRD 289191 · AZ · Reported as state-registered
Registration date: 2021-06-25
- COLMINA, LLC
Firm CRD 289191 · WA · Reported as state-registered
Registration date: 2018-01-09
- COVE FORT CAPITAL, LLC
Firm CRD 289204 · AZ · Reported as state-registered
Registration date: 2026-06-29
- COVE FORT CAPITAL, LLC
Firm CRD 289204 · TX · Reported as state-registered
Registration date: 2020-06-26
- DUNHILL & COMPANY, LLC
Firm CRD 289213 · CA · Reported as state-registered
Registration date: 2017-10-18
- HOMEWOOD CAPITAL MANAGEMENT EAST LLC
Firm CRD 289221 · CA · Reported as state-registered
Registration date: 2023-01-26
- SELLECK FINANCIAL GROUP
Firm CRD 289240 · CA · Reported as state-registered
Registration date: 2017-08-09
- DEIMARK CORP
Firm CRD 289280 · CA · Reported as state-registered
Registration date: 2017-09-28
- WILDFLOWER FINANCIAL LLC
Firm CRD 289288 · CA · Reported as state-registered
Registration date: 2017-08-11
- SUSTAIN FINANCIAL INC.
Firm CRD 289303 · CA · Reported as state-registered
Registration date: 2023-10-11
- SUSTAIN FINANCIAL INC.
Firm CRD 289303 · WA · Reported as state-registered
Registration date: 2017-09-14
- 9M INVESTMENTS, LLC
Firm CRD 289320 · TX · Reported as state-registered
Registration date: 2017-08-23
- ARBOR WEALTH MANAGEMENT
Firm CRD 289324 · CA · Reported as state-registered
Registration date: 2017-11-14
- KEHLET CAPITAL MANAGEMENT, LLC
Firm CRD 289333 · TX · Reported as state-registered
Registration date: 2017-08-31
- APM WEALTH
Firm CRD 289340 · CA · Reported as state-registered
Registration date: 2023-09-13
- APM WEALTH
Firm CRD 289340 · TX · Reported as state-registered
Registration date: 2024-07-30
- PROSSIMO ADVISORS LLC
Firm CRD 289347 · CA · Reported as state-registered
Registration date: 2018-04-20
- LLG WEALTH MANAGEMENT
Firm CRD 289348 · CA · Reported as state-registered
Registration date: 2017-08-23
- PATH WEALTH MANAGEMENT, LLC
Firm CRD 289359 · AZ · Reported as state-registered
Registration date: 2017-08-10
- INCREASE CONSULTANTS LLC
Firm CRD 289368 · TX · Reported as state-registered
Registration date: 2017-12-22
- JOSEPH M. PRESTI INVESTMENTS
Firm CRD 289409 · CA · Reported as state-registered
Registration date: 2018-01-12
- ITERO CAPITAL, LLC
Firm CRD 289422 · CA · Reported as state-registered
Registration date: 2017-11-30
- JACK POINT ADVISORS, LLC
Firm CRD 289426 · CA · Reported as state-registered
Registration date: 2024-03-14
- WHALEN FINANCIAL PLANNING
Firm CRD 289431 · CA · Reported as state-registered
Registration date: 2017-09-22
- HILLHURST WEALTH MANAGEMENT LLC
Firm CRD 289433 · CA · Reported as state-registered
Registration date: 2021-01-20