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.
- VIBRANT WEALTH
Firm CRD 293068 · TX · Reported as state-registered
Registration date: 2024-01-30
- KLAHANIE INVESTMENT LLC
Firm CRD 293070 · WA · Reported as state-registered
Registration date: 2018-07-17
- ENVEST ASSET MANAGEMENT, LLC
Firm CRD 293134 · CA · Reported as state-registered
Registration date: 2020-06-18
- DBM ADVISORS, LLC
Firm CRD 293138 · TX · Reported as state-registered
Registration date: 2018-06-08
- JHM ASSET MANAGEMENT, LLC
Firm CRD 293157 · TX · Reported as state-registered
Registration date: 2018-03-13
- CALCAGNINI WEALTH MANAGEMENT, LLC
Firm CRD 293164 · CA · Reported as state-registered
Registration date: 2018-10-24
- DESERT FINANCIAL PLANNING
Firm CRD 293185 · CA · Reported as state-registered
Registration date: 2018-03-27
- ADAP TAX FINANCIAL, INC.
Firm CRD 293211 · CA · Reported as state-registered
Registration date: 2018-05-08
- CHISHOLM FINANCIAL PLANNING & INVESTMENTS
Firm CRD 293233 · CA · Reported as state-registered
Registration date: 2018-10-25
- THINK WEALTH, LLC
Firm CRD 293236 · CA · Reported as state-registered
Registration date: 2018-08-16
- INCLINE INVESTMENT ADVISORS, LLC
Firm CRD 293331 · CA · Reported as state-registered
Registration date: 2020-01-02
- INCLINE INVESTMENT ADVISORS, LLC
Firm CRD 293331 · TX · Reported as state-registered
Registration date: 2020-02-07
- BRUMM FINANCIAL SERVICES, LLC
Firm CRD 293353 · CA · Reported as state-registered
Registration date: 2018-03-30
- MEYER FINANCIAL ADVISORS, INC.
Firm CRD 293388 · CA · Reported as state-registered
Registration date: 2018-05-02
- PA MANAGEMENT LLC
Firm CRD 293446 · TX · Reported as state-registered
Registration date: 2021-05-21
- WESTMOUNT REALTY ADVISORS, LLC
Firm CRD 293508 · TX · Reported as state-registered
Registration date: 2019-01-29
- MORTON FINANCIAL ADVICE LLC
Firm CRD 293530 · CA · Reported as state-registered
Registration date: 2021-07-12
- PLANIT FINANCIAL LLC
Firm CRD 293533 · WA · Reported as state-registered
Registration date: 2018-08-31
- LULA FINANCIAL
Firm CRD 293538 · CA · Reported as state-registered
Registration date: 2018-08-10
- CONCURRENT WEALTH MANAGEMENT
Firm CRD 293564 · TX · Reported as state-registered
Registration date: 2018-06-18
- INVESTCRAFT ADVISORS LLC
Firm CRD 293618 · CA · Reported as state-registered
Registration date: 2018-04-30
- ANCHORY, LLC
Firm CRD 293701 · TX · Reported as state-registered
Registration date: 2018-06-05
- PRUDENCE ADVISORY SERVICES
Firm CRD 293721 · TX · Reported as state-registered
Registration date: 2018-04-30
- SEEN CONSULTING LLC
Firm CRD 293724 · CA · Reported as state-registered
Registration date: 2018-06-08
- CRUZ WEALTH MANAGEMENT, LLC
Firm CRD 293988 · WA · Reported as state-registered
Registration date: 2018-05-08