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.
- RNS WEALTH MANAGEMENT, LLC
Firm CRD 297486 · TX · Reported as state-registered
Registration date: 2018-08-16
- ALPHANEXT, LLC
Firm CRD 297504 · CA · Reported as state-registered
Registration date: 2018-12-26
- VERSAI WEALTH MANAGEMENT LLC
Firm CRD 297528 · TX · Reported as state-registered
Registration date: 2018-08-29
- RYLANDER RICHTER
Firm CRD 297550 · CA · Reported as state-registered
Registration date: 2018-11-30
- RORA WEALTH, INC.
Firm CRD 297568 · CA · Reported as state-registered
Registration date: 2021-11-04
- BUSINESS WISE INSURANCE, PLLC
Firm CRD 297580 · WA · Reported as state-registered
Registration date: 2019-07-10
- SPRYLEN WEALTH MANAGEMENT, LLC
Firm CRD 297592 · WA · Reported as state-registered
Registration date: 2018-10-02
- THE PACIFIC GROUP
Firm CRD 297601 · CA · Reported as state-registered
Registration date: 2019-08-12
- THE PACIFIC GROUP
Firm CRD 297601 · TX · Reported as state-registered
Registration date: 2019-12-05
- NEST EGG FINANCIAL ADVISORS
Firm CRD 297602 · CA · Reported as state-registered
Registration date: 2019-01-01
- ACT SECURITIES, LLC
Firm CRD 297652 · CA · Reported as state-registered
Registration date: 2022-04-13
- ACT SECURITIES, LLC
Firm CRD 297652 · WA · Reported as state-registered
Registration date: 2019-05-21
- PACIFIC WEALTH ADVISORY, LLC
Firm CRD 297657 · WA · Reported as state-registered
Registration date: 2018-08-17
- WHITE MCGOWAN
Firm CRD 297785 · TX · Reported as state-registered
Registration date: 2018-10-25
- SAFE LANDING FINANCIAL
Firm CRD 297835 · CA · Reported as state-registered
Registration date: 2021-10-01
- SAFE LANDING FINANCIAL
Firm CRD 297835 · TX · Reported as state-registered
Registration date: 2018-08-16
- MISSIO INVESTMENT MANAGEMENT LLC
Firm CRD 297848 · AZ · Reported as state-registered
Registration date: 2022-10-04
- SUTRO ADVISORS
Firm CRD 297856 · CA · Reported as state-registered
Registration date: 2018-08-06
- NORTHWEST PLANNING ADVISORS LLC
Firm CRD 297916 · WA · Reported as state-registered
Registration date: 2018-10-02
- ZAKI FINANCIAL LLC
Firm CRD 297921 · TX · Reported as state-registered
Registration date: 2024-08-27
- BEACON FINANCIAL PLANNERS, INC
Firm CRD 297938 · TX · Reported as state-registered
Registration date: 2018-12-10
- BISON WEALTH MANAGEMENT, LLC
Firm CRD 297943 · TX · Reported as state-registered
Registration date: 2018-08-07
- STARKLOGIC LLC
Firm CRD 297952 · WA · Reported as state-registered
Registration date: 2018-09-18
- STONE WEALTH STRATEGIES
Firm CRD 297961 · AZ · Reported as state-registered
Registration date: 2018-09-27
- STONE WEALTH STRATEGIES
Firm CRD 297961 · TX · Reported as state-registered
Registration date: 2019-04-23