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.
674 published state registrations on 674 distinct firm CRDs.
- SKYMARK ADVISORS LLC
Firm CRD 290428 · AZ · Reported as state-registered
Registration date: 2017-11-29
- SCT WEALTH MANAGEMENT, LLC
Firm CRD 290482 · AZ · Reported as state-registered
Registration date: 2017-10-26
- LTC WEALTH MANAGEMENT, LLC
Firm CRD 290672 · AZ · Reported as state-registered
Registration date: 2018-01-01
- SIX SIGMA WEALTH ADVISORS, LLC
Firm CRD 290674 · AZ · Reported as state-registered
Registration date: 2017-12-26
- LHA CAPITAL PARTNERS
Firm CRD 290980 · AZ · Reported as state-registered
Registration date: 2022-04-25
- TOWNSEND FINANCIAL
Firm CRD 291000 · AZ · Reported as state-registered
Registration date: 2018-10-12
- INTEGRATED FINANCIAL SOLUTIONS, PLLC
Firm CRD 291326 · AZ · Reported as state-registered
Registration date: 2018-01-18
- PDE WEALTH ADVISORS, LLC
Firm CRD 291373 · AZ · Reported as state-registered
Registration date: 2023-03-30
- CBK FINANCIAL ADVISORS LLC
Firm CRD 291467 · AZ · Reported as state-registered
Registration date: 2018-02-23
- FSG FINANCIAL SERVICES, INC.
Firm CRD 291629 · AZ · Reported as state-registered
Registration date: 2018-01-23
- CAPITAL ASSET ADVISORS LLC.
Firm CRD 291635 · AZ · Reported as state-registered
Registration date: 2018-04-20
- AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC
Firm CRD 291658 · AZ · Reported as state-registered
Registration date: 2024-01-03
- HARVARD AVENUE INVESTMENT ADVISORY
Firm CRD 291787 · AZ · Reported as state-registered
Registration date: 2018-02-27
- THE TABLE FINANCIAL PLANNING LLC
Firm CRD 291812 · AZ · Reported as state-registered
Registration date: 2018-08-22
- VECTOR FINANCIAL SOLUTIONS, INC.
Firm CRD 291895 · AZ · Reported as state-registered
Registration date: 2022-10-19
- GUIDESOURCE CAPITAL MANAGEMENT, LLC
Firm CRD 291929 · AZ · Reported as state-registered
Registration date: 2018-04-23
- THE BALANCE OF TRADE
Firm CRD 291982 · AZ · Reported as state-registered
Registration date: 2023-03-22
- BONSAI FINANCIAL
Firm CRD 292432 · AZ · Reported as state-registered
Registration date: 2018-02-27
- PURPOSEFUL STRATEGIC PARTNERS
Firm CRD 292853 · AZ · Reported as state-registered
Registration date: 2024-05-31
- THUNDERBIRD WEALTH MANAGEMENT, INC.
Firm CRD 292892 · AZ · Reported as state-registered
Registration date: 2018-03-28
- VIBRANT WEALTH
Firm CRD 293068 · AZ · Reported as state-registered
Registration date: 2018-04-04
- PREMIERE WEALTH ADVISORS, LLC
Firm CRD 294893 · AZ · Reported as state-registered
Registration date: 2018-11-14
- FINANCIAL CONSULTING PROFESSIONALS, LLC
Firm CRD 296627 · AZ · Reported as state-registered
Registration date: 2018-05-18
- 3 PEAKS FINANCIAL
Firm CRD 296817 · AZ · Reported as state-registered
Registration date: 2022-05-27
- KISIN WEALTH MANAGEMENT LLC
Firm CRD 297363 · AZ · Reported as state-registered
Registration date: 2026-08-05