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.
- WILLIAMS FINANCIAL PLANNING, INC.
Firm CRD 290272 · TX · Reported as state-registered
Registration date: 2017-11-21
- AG WEALTH MANAGEMENT, PLLC
Firm CRD 290273 · CA · Reported as state-registered
Registration date: 2026-01-16
- PENN STREET CAPITAL MANAGEMENT LLC
Firm CRD 290278 · TX · Reported as state-registered
Registration date: 2017-10-30
- BLACK CARD CIRCLE
Firm CRD 290342 · CA · Reported as state-registered
Registration date: 2018-01-08
- SYNDICATED CAPITAL, INC.
Firm CRD 29037 · CA · Reported as state-registered
Registration date: 2009-06-18
- INSIDEOUT WEALTH STRATEGIES, LLC
Firm CRD 290389 · CA · Reported as state-registered
Registration date: 2018-01-19
- FAMILY RETIREMENT LLC
Firm CRD 290423 · CA · Reported as state-registered
Registration date: 2025-10-06
- FAMILY RETIREMENT LLC
Firm CRD 290423 · TX · Reported as state-registered
Registration date: 2025-10-15
- FAMILY RETIREMENT LLC
Firm CRD 290423 · WA · Reported as state-registered
Registration date: 2018-01-03
- SKYMARK ADVISORS LLC
Firm CRD 290428 · AZ · Reported as state-registered
Registration date: 2017-11-29
- KNIGHTSBRIDGE VENTURES
Firm CRD 290448 · TX · Reported as state-registered
Registration date: 2024-02-12
- MOUNTAIN VISTA WEALTH MANAGEMENT
Firm CRD 290456 · CA · Reported as state-registered
Registration date: 2019-01-10
- AMERICAN VISION ADVISORS LLC
Firm CRD 290457 · CA · Reported as state-registered
Registration date: 2017-11-30
- SCT WEALTH MANAGEMENT, LLC
Firm CRD 290482 · AZ · Reported as state-registered
Registration date: 2017-10-26
- 10 WEST ADVISORS, INC.
Firm CRD 290598 · CA · Reported as state-registered
Registration date: 2017-11-14
- MURPHY INVESTMENT ADVISORS, INC.
Firm CRD 290611 · CA · Reported as state-registered
Registration date: 2018-01-03
- FAVRILE FINANCIAL
Firm CRD 290620 · CA · Reported as state-registered
Registration date: 2017-12-15
- K.W. ANDERSEN INVESTMENT GROUP, LLC
Firm CRD 290645 · CA · Reported as state-registered
Registration date: 2025-08-29
- CATES FP, CATES TAX ADVISORY
Firm CRD 290650 · TX · Reported as state-registered
Registration date: 2017-11-29
- LTC WEALTH MANAGEMENT, LLC
Firm CRD 290672 · AZ · Reported as state-registered
Registration date: 2018-01-01
- SIX SIGMA WEALTH ADVISORS, LLC
Firm CRD 290674 · AZ · Reported as state-registered
Registration date: 2017-12-26
- BEYOND BALANCED FINANCIAL PLANNING, LLC
Firm CRD 290690 · TX · Reported as state-registered
Registration date: 2017-12-07
- PROVIDENT LIVING ADVISORS LLC
Firm CRD 290723 · WA · Reported as state-registered
Registration date: 2018-01-05
- FONDREN OAKS CAPITAL MANAGEMENT
Firm CRD 290726 · TX · Reported as state-registered
Registration date: 2018-01-19
- FAMILY WEALTH COACHING, LLC
Firm CRD 290736 · TX · Reported as state-registered
Registration date: 2018-02-22