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.
600 published state registrations on 600 distinct firm CRDs.
- CMC ADVISORS LLC
Firm CRD 304326 · WA · Reported as state-registered
Registration date: 2019-09-25
- ALTURAS WEALTH MANAGEMENT, LLC
Firm CRD 304531 · WA · Reported as state-registered
Registration date: 2026-03-31
- VAN RAY WEALTH MANAGEMENT
Firm CRD 304550 · WA · Reported as state-registered
Registration date: 2020-02-04
- DELPHI ADVISERS
Firm CRD 304593 · WA · Reported as state-registered
Registration date: 2019-08-23
- MARIPOSA WEALTH SOLUTIONS LLC
Firm CRD 304883 · WA · Reported as state-registered
Registration date: 2019-08-30
- SERENE WEALTH PLANNING, LLC
Firm CRD 304903 · WA · Reported as state-registered
Registration date: 2019-09-26
- WHOLE FAMILY FINANCIAL SERVICES, INC.
Firm CRD 305027 · WA · Reported as state-registered
Registration date: 2019-09-18
- SUNRISE PLANNING & ADVISORY LLC
Firm CRD 305095 · WA · Reported as state-registered
Registration date: 2020-01-24
- VIEWPOINT ADVISORY, LLC
Firm CRD 305164 · WA · Reported as state-registered
Registration date: 2020-03-27
- DPC WEALTH ADVISORY SERVICES, LLC.
Firm CRD 305230 · WA · Reported as state-registered
Registration date: 2020-04-29
- HERITAGE ROAD ADVISORS
Firm CRD 305458 · WA · Reported as state-registered
Registration date: 2021-03-19
- WOMEN'S WEALTH
Firm CRD 305821 · WA · Reported as state-registered
Registration date: 2019-10-21
- CONCEPTS FINANCIAL SERVICES, LLC
Firm CRD 305925 · WA · Reported as state-registered
Registration date: 2020-06-25
- LONG BRIDGE CAPITAL MANAGEMENT
Firm CRD 305952 · WA · Reported as state-registered
Registration date: 2019-11-21
- ANCHOR CAPITAL MANAGEMENT LLC
Firm CRD 305975 · WA · Reported as state-registered
Registration date: 2020-02-07
- LAURELHURST ASSET MANAGEMENT LLC
Firm CRD 306141 · WA · Reported as state-registered
Registration date: 2022-02-23
- INTIRETY, LLC
Firm CRD 306315 · WA · Reported as state-registered
Registration date: 2020-11-02
- SPENCER FINANCIAL PLANNING, LLC
Firm CRD 306537 · WA · Reported as state-registered
Registration date: 2020-06-26
- THE GOODLAND GROUP
Firm CRD 306567 · WA · Reported as state-registered
Registration date: 2022-01-03
- BERETS FINANCIAL SERVICES LLC
Firm CRD 306654 · WA · Reported as state-registered
Registration date: 2020-04-07
- JWC ADVISORS
Firm CRD 306824 · WA · Reported as state-registered
Registration date: 2020-04-01
- PROMENADE WEALTH
Firm CRD 306891 · WA · Reported as state-registered
Registration date: 2020-05-11
- TRIANGULUM WEALTH MANAGEMENT
Firm CRD 306929 · WA · Reported as state-registered
Registration date: 2020-05-21
- TRUE FIDUCIARY CAPITAL, LLC
Firm CRD 306964 · WA · Reported as state-registered
Registration date: 2020-07-31
- COLUMBIA STRATEGIC WEALTH ADVISORS, LLC
Firm CRD 306966 · WA · Reported as state-registered
Registration date: 2020-08-31