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.
600 published state registrations on 600 distinct firm CRDs.
- PACIFIC WEALTH ADVISORY, LLC
Firm CRD 297657 · WA · Reported as state-registered
Registration date: 2018-08-17
- NORTHWEST PLANNING ADVISORS LLC
Firm CRD 297916 · WA · Reported as state-registered
Registration date: 2018-10-02
- STARKLOGIC LLC
Firm CRD 297952 · WA · Reported as state-registered
Registration date: 2018-09-18
- WOOD RIVER CONSULTING
Firm CRD 298095 · WA · Reported as state-registered
Registration date: 2019-04-01
- TWO FIRS FINANCIAL
Firm CRD 298206 · WA · Reported as state-registered
Registration date: 2018-12-04
- ELDERROCK FINANCIAL LLC
Firm CRD 298350 · WA · Reported as state-registered
Registration date: 2018-09-12
- UPLEFT ASSET MANAGEMENT
Firm CRD 298637 · WA · Reported as state-registered
Registration date: 2018-11-13
- IWMS LLC
Firm CRD 298758 · WA · Reported as state-registered
Registration date: 2018-10-30
- FIRM FOUNDATION WEALTH MANAGEMENT, LLC
Firm CRD 298761 · WA · Reported as state-registered
Registration date: 2018-12-11
- MACLACHLAN WEALTH MANAGEMENT
Firm CRD 298927 · WA · Reported as state-registered
Registration date: 2018-12-06
- MOSS BAY CAPITAL
Firm CRD 299002 · WA · Reported as state-registered
Registration date: 2018-12-11
- MOUNTAIN LAKES CAPITAL MANAGEMENT LLC
Firm CRD 299413 · WA · Reported as state-registered
Registration date: 2019-05-03
- BIRCH ELLIOTT FINANCIAL, LLC
Firm CRD 300046 · WA · Reported as state-registered
Registration date: 2022-04-15
- MITZ WEALTH MANAGEMENT, LLC
Firm CRD 300052 · WA · Reported as state-registered
Registration date: 2019-02-28
- SIMPLICITY WEALTH MANAGEMENT
Firm CRD 300112 · WA · Reported as state-registered
Registration date: 2023-07-19
- STAG ROCK LLC
Firm CRD 300202 · WA · Reported as state-registered
Registration date: 2021-03-30
- PIHL FINANCIAL PLANNING
Firm CRD 300544 · WA · Reported as state-registered
Registration date: 2025-05-01
- ALPHA OMEGA FINANCIAL ADVISORS, LLC
Firm CRD 300874 · WA · Reported as state-registered
Registration date: 2019-04-10
- NEXT STEPS ADVISORS, INC.
Firm CRD 301389 · WA · Reported as state-registered
Registration date: 2019-09-30
- WEALTH SOLUTIONS BY DESIGN, PLLC
Firm CRD 301508 · WA · Reported as state-registered
Registration date: 2019-08-28
- CONESTOGA WEALTH PARTNERS
Firm CRD 301964 · WA · Reported as state-registered
Registration date: 2020-01-01
- NORTH CREEK CAPITAL, LLC
Firm CRD 302104 · WA · Reported as state-registered
Registration date: 2020-01-10
- SYNERGOS ADVISORY
Firm CRD 304021 · WA · Reported as state-registered
Registration date: 2019-07-24
- EQUAL VOICES WEALTH LLC
Firm CRD 304113 · WA · Reported as state-registered
Registration date: 2024-06-05
- RAINIER CAPITAL INVESTMENTS LLC
Firm CRD 304311 · WA · Reported as state-registered
Registration date: 2019-08-16