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.
- VANDA RESEARCH CORP
Firm CRD 289952 · CA · Reported as state-registered
Registration date: 2022-02-10
- NASHIONAL INVESTMENTS
Firm CRD 289955 · TX · Reported as state-registered
Registration date: 2017-10-27
- LEVEL UP FINANCIAL PLANNING, LLC
Firm CRD 289967 · CA · Reported as state-registered
Registration date: 2023-06-06
- EVERGREEN INVESTMENT MANAGEMENT, LLC
Firm CRD 289979 · AZ · Reported as state-registered
Registration date: 2017-10-30
- DBA SEASIDE FINANCIAL & INSURANCE SERVICES
Firm CRD 289985 · CA · Reported as state-registered
Registration date: 2025-09-25
- DBA SEASIDE FINANCIAL & INSURANCE SERVICES
Firm CRD 289985 · WA · Reported as state-registered
Registration date: 2026-05-28
- LEGACY BUILDERS FINANCIAL, LLC
Firm CRD 289988 · CA · Reported as state-registered
Registration date: 2017-10-19
- WEALTH ARCHITECTS, LLC
Firm CRD 289993 · TX · Reported as state-registered
Registration date: 2017-10-24
- ENGAGE WEALTH ADVISORS, LLC
Firm CRD 289996 · CA · Reported as state-registered
Registration date: 2018-01-19
- SUBNANI INVESTMENT RESEARCH, LLC
Firm CRD 290044 · TX · Reported as state-registered
Registration date: 2018-01-17
- AZIMUTH WEALTH ADVISORS
Firm CRD 290050 · CA · Reported as state-registered
Registration date: 2017-10-20
- ELEVATED ASSET MANAGEMENT LLC
Firm CRD 290067 · TX · Reported as state-registered
Registration date: 2017-11-29
- AQUILA WEALTH ADVISORS
Firm CRD 290083 · CA · Reported as state-registered
Registration date: 2017-10-13
- SHOREBIRD, LLC
Firm CRD 290121 · CA · Reported as state-registered
Registration date: 2018-01-10
- FITBUX RIA LLC
Firm CRD 290159 · CA · Reported as state-registered
Registration date: 2017-12-11
- FITBUX RIA LLC
Firm CRD 290159 · TX · Reported as state-registered
Registration date: 2020-05-04
- CLARITY CAPITAL MANAGEMENT LLC
Firm CRD 290179 · WA · Reported as state-registered
Registration date: 2026-01-02
- EVERYTHINGHR FINANCIAL SERVICES LLC
Firm CRD 290201 · CA · Reported as state-registered
Registration date: 2018-01-12
- INVESTAMILY, LLC
Firm CRD 290204 · CA · Reported as state-registered
Registration date: 2017-11-08
- EDDY FINANCIAL, LLC
Firm CRD 290208 · CA · Reported as state-registered
Registration date: 2018-02-15
- FEDERAL BENEFITS ADVISORS
Firm CRD 290212 · WA · Reported as state-registered
Registration date: 2017-12-13
- MAY TREE FINANCIAL PLANNING LLC
Firm CRD 290213 · TX · Reported as state-registered
Registration date: 2017-11-02
- PEACEFUL ADVISORS LLC
Firm CRD 290238 · CA · Reported as state-registered
Registration date: 2017-11-03
- RED TOP ADVISORS LLC
Firm CRD 290239 · WA · Reported as state-registered
Registration date: 2018-07-26
- VICTORY WEALTH SERVICES, LLC
Firm CRD 290270 · AZ · Reported as state-registered
Registration date: 2018-01-23