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.
- O'HAVER WEALTH MANAGEMENT, LLC
Firm CRD 299698 · TX · Reported as state-registered
Registration date: 2019-04-23
- MEEKS WEALTH MANAGEMENT, LLC
Firm CRD 299703 · AZ · Reported as state-registered
Registration date: 2019-05-22
- DONAHUE FINANCIAL GROUP
Firm CRD 299715 · CA · Reported as state-registered
Registration date: 2019-01-14
- GREALISH INVESTMENT COUNSELING LLC
Firm CRD 299728 · CA · Reported as state-registered
Registration date: 2024-07-19
- PHOENIX INVESTMENT
Firm CRD 299731 · CA · Reported as state-registered
Registration date: 2019-04-23
- CULTURE CAPITAL PARTNERS, LLC
Firm CRD 299797 · CA · Reported as state-registered
Registration date: 2025-02-11
- FS FINANCIAL ADVISORS, LLC
Firm CRD 299823 · TX · Reported as state-registered
Registration date: 2019-03-12
- CGR FINANCIAL
Firm CRD 299833 · CA · Reported as state-registered
Registration date: 2019-01-18
- SOUND INVESTMENT MANAGEMENT, LLC
Firm CRD 299859 · CA · Reported as state-registered
Registration date: 2019-01-18
- HARVEST CAPITAL MANAGEMENT
Firm CRD 299868 · TX · Reported as state-registered
Registration date: 2019-01-10
- LOWERCASE CAPITAL, LLC
Firm CRD 299880 · TX · Reported as state-registered
Registration date: 2019-02-14
- US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC
Firm CRD 299885 · CA · Reported as state-registered
Registration date: 2019-03-27
- CAIRN FINANCIAL GROUP
Firm CRD 299889 · TX · Reported as state-registered
Registration date: 2024-06-19
- SHIDOOSH WEALTH MANAGEMENT LLC
Firm CRD 299891 · CA · Reported as state-registered
Registration date: 2019-01-08
- SHIDOOSH WEALTH MANAGEMENT LLC
Firm CRD 299891 · TX · Reported as state-registered
Registration date: 2022-02-17
- CAYMAN CAPITAL MANAGEMENT, INC.
Firm CRD 299894 · CA · Reported as state-registered
Registration date: 2019-01-11
- MULLANEY FINANCIAL & TAX, INC.
Firm CRD 299906 · CA · Reported as state-registered
Registration date: 2019-01-16
- MUSSER FINANCIAL PLANNING, LLC
Firm CRD 299930 · AZ · Reported as state-registered
Registration date: 2019-02-22
- ENVISION FINANCIAL PLANNING
Firm CRD 299938 · CA · Reported as state-registered
Registration date: 2019-01-18
- ARROW INVESTMENT MANAGEMENT LLC
Firm CRD 299972 · TX · Reported as state-registered
Registration date: 2022-01-05
- TUSKER WEALTH MANAGEMENT, LLC
Firm CRD 300005 · TX · Reported as state-registered
Registration date: 2019-02-28
- TURNBULL FINANCIAL SERVICES LLC
Firm CRD 300015 · CA · Reported as state-registered
Registration date: 2019-01-25
- HAYES HART CPA'S WEALTH MANAGEMENT, INC
Firm CRD 300030 · CA · Reported as state-registered
Registration date: 2019-05-10
- EQUITY ADVISORS, LLC
Firm CRD 300031 · CA · Reported as state-registered
Registration date: 2019-02-08
- BURLINGAME WEALTH MANAGEMENT, LLC
Firm CRD 300041 · CA · Reported as state-registered
Registration date: 2019-01-25