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.
674 published state registrations on 674 distinct firm CRDs.
- SRS WEALTH MANGEMENT
Firm CRD 287572 · AZ · Reported as state-registered
Registration date: 2026-09-11
- BETTS LLC
Firm CRD 287593 · AZ · Reported as state-registered
Registration date: 2017-06-06
- ANCHOR WEALTH MANAGEMENT, LLC
Firm CRD 287635 · AZ · Reported as state-registered
Registration date: 2017-08-14
- EDM CAPITAL, LLC
Firm CRD 287669 · AZ · Reported as state-registered
Registration date: 2017-03-14
- MONTEBELLO AVENUE
Firm CRD 287726 · AZ · Reported as state-registered
Registration date: 2017-03-27
- ENLIGHTENED ADVISORS WEALTH MANAGEMENT LLC
Firm CRD 288276 · AZ · Reported as state-registered
Registration date: 2017-08-02
- TAYLOR ADVISORY GROUP
Firm CRD 288437 · AZ · Reported as state-registered
Registration date: 2017-06-07
- OCOTILLO WEALTH MANAGEMENT LLC
Firm CRD 288438 · AZ · Reported as state-registered
Registration date: 2017-06-30
- DWYER FINANCIAL, LLC
Firm CRD 288470 · AZ · Reported as state-registered
Registration date: 2017-07-03
- ZENITH INVESTMENT MANAGEMENT, LLC
Firm CRD 288565 · AZ · Reported as state-registered
Registration date: 2023-08-11
- RLT CAPITAL, LLC
Firm CRD 288736 · AZ · Reported as state-registered
Registration date: 2018-08-15
- THEMONEYMD.COM, LLC
Firm CRD 288761 · AZ · Reported as state-registered
Registration date: 2017-12-26
- HOLTON & KOSANKE WEALTH MANAGEMENT, LLC
Firm CRD 288963 · AZ · Reported as state-registered
Registration date: 2017-08-22
- WEALTH MANAGEMENT ADVISORS, LLC
Firm CRD 289010 · AZ · Reported as state-registered
Registration date: 2017-08-14
- RK RETIREMENT SOLUTIONS LLC
Firm CRD 289018 · AZ · Reported as state-registered
Registration date: 2017-08-21
- DOWNIE FINANCIAL GROUP
Firm CRD 289066 · AZ · Reported as state-registered
Registration date: 2022-05-10
- DL WEALTH MANAGEMENT GROUP
Firm CRD 289085 · AZ · Reported as state-registered
Registration date: 2018-03-13
- COLMINA, LLC
Firm CRD 289191 · AZ · Reported as state-registered
Registration date: 2021-06-25
- COVE FORT CAPITAL, LLC
Firm CRD 289204 · AZ · Reported as state-registered
Registration date: 2026-06-29
- PATH WEALTH MANAGEMENT, LLC
Firm CRD 289359 · AZ · Reported as state-registered
Registration date: 2017-08-10
- VIRTUA CAPITAL MANAGEMENT, LLC
Firm CRD 289606 · AZ · Reported as state-registered
Registration date: 2018-08-17
- NEW LIFE FINANCIAL LLC
Firm CRD 289821 · AZ · Reported as state-registered
Registration date: 2021-06-21
- INNOVATIVE FINANCIAL SOLUTIONS, INC.
Firm CRD 289906 · AZ · Reported as state-registered
Registration date: 2017-11-20
- EVERGREEN INVESTMENT MANAGEMENT, LLC
Firm CRD 289979 · AZ · Reported as state-registered
Registration date: 2017-10-30
- VICTORY WEALTH SERVICES, LLC
Firm CRD 290270 · AZ · Reported as state-registered
Registration date: 2018-01-23