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.
- ALPHA INITIATIVE
Firm CRD 299242 · CA · Reported as state-registered
Registration date: 2020-01-27
- BIBLE & SOVEREIGN PARTNERS FINANCIAL SERVICES
Firm CRD 299244 · TX · Reported as state-registered
Registration date: 2020-02-24
- M&A WEALTH
Firm CRD 299284 · TX · Reported as state-registered
Registration date: 2018-12-06
- NASIRA FINANCIAL
Firm CRD 299293 · CA · Reported as state-registered
Registration date: 2019-01-09
- GROW WITH ME
Firm CRD 299304 · CA · Reported as state-registered
Registration date: 2021-11-23
- NEST FINANCIAL LLC
Firm CRD 299307 · TX · Reported as state-registered
Registration date: 2018-11-05
- HJ HARRELL INVESTMENTS
Firm CRD 299320 · TX · Reported as state-registered
Registration date: 2019-01-15
- JAFAR MANAGEMENT, LLC
Firm CRD 299353 · CA · Reported as state-registered
Registration date: 2022-12-02
- KING FINANCIAL
Firm CRD 299374 · CA · Reported as state-registered
Registration date: 2018-11-28
- WHITESTONE WEALTH ADVISORS, LLC
Firm CRD 299381 · TX · Reported as state-registered
Registration date: 2019-03-07
- PROVIDENT WEALTH MANAGEMENT
Firm CRD 299389 · TX · Reported as state-registered
Registration date: 2023-11-27
- EQUINOX WEALTH MANAGEMENT
Firm CRD 299391 · CA · Reported as state-registered
Registration date: 2019-01-15
- BFG WEALTH MANAGEMENT LLC
Firm CRD 299406 · TX · Reported as state-registered
Registration date: 2022-02-28
- MOUNTAIN LAKES CAPITAL MANAGEMENT LLC
Firm CRD 299413 · WA · Reported as state-registered
Registration date: 2019-05-03
- OLSON WEALTH MANAGEMENT
Firm CRD 299426 · TX · Reported as state-registered
Registration date: 2018-12-18
- BRIGHT WEALTH ADVISORS, LLC
Firm CRD 299434 · CA · Reported as state-registered
Registration date: 2019-03-20
- PLATINUM WEALTH MANAGEMENT, LLC
Firm CRD 299438 · CA · Reported as state-registered
Registration date: 2026-04-29
- HOUSTON WEALTH ADVISERS, LLC.
Firm CRD 299442 · TX · Reported as state-registered
Registration date: 2019-01-02
- ASSURANCE WEALTH MANAGEMENT
Firm CRD 299459 · TX · Reported as state-registered
Registration date: 2019-01-16
- CENTIMILLIONAIRE ADVISORS, LLC
Firm CRD 299484 · AZ · Reported as state-registered
Registration date: 2023-01-01
- SILVERBACK FINANCIAL
Firm CRD 299520 · CA · Reported as state-registered
Registration date: 2018-12-26
- FINPOWER
Firm CRD 299546 · TX · Reported as state-registered
Registration date: 2019-01-10
- TWO CENTURIES INVESTMENTS, LLC
Firm CRD 299570 · TX · Reported as state-registered
Registration date: 2020-04-17
- WEALTHPAVER
Firm CRD 299615 · CA · Reported as state-registered
Registration date: 2023-08-30
- ARETE ADVISORS
Firm CRD 299636 · TX · Reported as state-registered
Registration date: 2019-01-16