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.
- WEALTHFOLIO ADVISORS LLC
Firm CRD 298857 · CA · Reported as state-registered
Registration date: 2019-01-14
- TITANIA INVESTMENTS LLC
Firm CRD 298862 · TX · Reported as state-registered
Registration date: 2018-12-20
- FIRESIDE FINANCES, LLC
Firm CRD 298887 · CA · Reported as state-registered
Registration date: 2019-03-19
- CREATIVE CAPITALISTS, INC
Firm CRD 298898 · CA · Reported as state-registered
Registration date: 2018-11-16
- OWENS INVESTMENT ADVISORS LLC
Firm CRD 298900 · CA · Reported as state-registered
Registration date: 2018-10-11
- MACLACHLAN WEALTH MANAGEMENT
Firm CRD 298927 · AZ · Reported as state-registered
Registration date: 2024-05-30
- MACLACHLAN WEALTH MANAGEMENT
Firm CRD 298927 · WA · Reported as state-registered
Registration date: 2018-12-06
- FQI CAPITAL MANAGEMENT LLC
Firm CRD 298931 · TX · Reported as state-registered
Registration date: 2018-12-04
- YENDREY WEALTH MANAGEMENT LLC
Firm CRD 298940 · TX · Reported as state-registered
Registration date: 2018-10-29
- MOSS BAY CAPITAL
Firm CRD 299002 · WA · Reported as state-registered
Registration date: 2018-12-11
- STRIVENT FINANCIAL
Firm CRD 299009 · CA · Reported as state-registered
Registration date: 2019-01-25
- PORTAGE CAPITAL MANAGEMENT LLC
Firm CRD 299015 · CA · Reported as state-registered
Registration date: 2020-02-28
- BAKER STREET ASSET MANAGEMENT, LLC
Firm CRD 299027 · CA · Reported as state-registered
Registration date: 2019-12-18
- INTEGRITY PRIVATE WEALTH ADVISORS, LLC
Firm CRD 299046 · TX · Reported as state-registered
Registration date: 2019-04-18
- BRSQUARED L.L.C.
Firm CRD 299063 · CA · Reported as state-registered
Registration date: 2018-11-02
- BRIDGELANE FINANCIAL
Firm CRD 299091 · CA · Reported as state-registered
Registration date: 2018-11-15
- BELGRAVE SQUARE ADVISORS
Firm CRD 299105 · CA · Reported as state-registered
Registration date: 2018-11-13
- CSUITE INVESTMENT LLC
Firm CRD 299116 · CA · Reported as state-registered
Registration date: 2019-01-03
- PLEASANTON WEALTH
Firm CRD 299123 · CA · Reported as state-registered
Registration date: 2019-01-01
- TALANTON CAPITAL MANAGEMENT, LLC
Firm CRD 299126 · CA · Reported as state-registered
Registration date: 2019-06-05
- AGAVE WEALTH ADVISORS
Firm CRD 299139 · AZ · Reported as state-registered
Registration date: 2018-10-23
- ROWLEY FINANCIAL LLC
Firm CRD 299182 · AZ · Reported as state-registered
Registration date: 2022-02-04
- PAUL M. WENDEE & ASSOCIATES
Firm CRD 299188 · CA · Reported as state-registered
Registration date: 2018-11-20
- HIGHLAND MB WEALTH LLC
Firm CRD 299209 · CA · Reported as state-registered
Registration date: 2018-11-29
- ARCHSTONE WEALTH ADVISORS, LLC
Firm CRD 299238 · AZ · Reported as state-registered
Registration date: 2019-10-02