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.
- N/A
Firm CRD 294031 · CA · Reported as state-registered
Registration date: 2018-09-11
- DIGITAL ASSET INVESTMENT MANAGEMENT
Firm CRD 294098 · CA · Reported as state-registered
Registration date: 2018-05-31
- RETEGY LLC
Firm CRD 294291 · CA · Reported as state-registered
Registration date: 2018-04-18
- RETEGY LLC
Firm CRD 294291 · WA · Reported as state-registered
Registration date: 2021-10-14
- K&S WEALTH ADVISORS, LLC
Firm CRD 294310 · TX · Reported as state-registered
Registration date: 2018-04-20
- MARTIN W. ROSENZVEIG & CO., LLC
Firm CRD 294583 · CA · Reported as state-registered
Registration date: 2018-05-08
- BRUCE MCINDOE & ASSOCIATES, INC.
Firm CRD 294708 · CA · Reported as state-registered
Registration date: 2018-05-17
- ONYX PARTNERS, INCORPORATED
Firm CRD 29474 · CA · Reported as state-registered
Registration date: 1991-10-28
- 10 KEY CONSULTING, LLC
Firm CRD 294775 · TX · Reported as state-registered
Registration date: 2018-08-10
- RKS MANAGEMENT, INC.
Firm CRD 294789 · CA · Reported as state-registered
Registration date: 2018-08-20
- CAPITAL PARTNERS INVESTMENT GROUP
Firm CRD 294889 · CA · Reported as state-registered
Registration date: 2020-05-18
- ARMIS FINANCIAL, LLC
Firm CRD 294890 · TX · Reported as state-registered
Registration date: 2024-05-24
- PREMIERE WEALTH ADVISORS, LLC
Firm CRD 294893 · AZ · Reported as state-registered
Registration date: 2018-11-14
- MILLS FINANCIAL SERVICES LLC
Firm CRD 295175 · CA · Reported as state-registered
Registration date: 2021-01-12
- FLOURISH FINANCIAL PLANNING
Firm CRD 295401 · TX · Reported as state-registered
Registration date: 2018-04-18
- TB SUNRIDGE ADVISORS LLC
Firm CRD 295507 · TX · Reported as state-registered
Registration date: 2022-01-25
- DESERT WEALTH MANAGEMENT LLC
Firm CRD 295558 · CA · Reported as state-registered
Registration date: 2018-05-22
- PEACHER, INC.
Firm CRD 295662 · CA · Reported as state-registered
Registration date: 2019-09-09
- SYMAN-DEGLER GROUP, LLC
Firm CRD 295679 · CA · Reported as state-registered
Registration date: 2023-08-03
- MOMENTUM WEALTH MANAGEMENT
Firm CRD 295689 · TX · Reported as state-registered
Registration date: 2026-01-09
- SUMMIT GATES CAPITAL
Firm CRD 296071 · CA · Reported as state-registered
Registration date: 2018-05-21
- SIMPLIFY FINANCIAL PLANNING
Firm CRD 296175 · CA · Reported as state-registered
Registration date: 2018-05-23
- PRS WEALTH MANAGEMENT
Firm CRD 296319 · TX · Reported as state-registered
Registration date: 2018-07-17
- XENITH FINANCIAL ADVISORY SERVICES, LLC
Firm CRD 296479 · TX · Reported as state-registered
Registration date: 2018-07-17
- TRILLIUM SQUARE ADVISORS LLC
Firm CRD 296487 · CA · Reported as state-registered
Registration date: 2021-03-23