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.
- HOLISTIC-SOLUTIONS
Firm CRD 300370 · CA · Reported as state-registered
Registration date: 2020-01-02
- OVERSHARE
Firm CRD 300372 · TX · Reported as state-registered
Registration date: 2019-03-01
- SIMARIS FINANCIAL
Firm CRD 300386 · TX · Reported as state-registered
Registration date: 2019-05-13
- BLUEREEF CAPITAL
Firm CRD 300405 · CA · Reported as state-registered
Registration date: 2019-05-24
- HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.
Firm CRD 300408 · CA · Reported as state-registered
Registration date: 2019-11-14
- INTERVAL CAPITAL MANAGEMENT, LLC
Firm CRD 300411 · CA · Reported as state-registered
Registration date: 2019-02-22
- CAPITAL ADVICE, LLC
Firm CRD 300414 · TX · Reported as state-registered
Registration date: 2019-03-25
- KICKPOINT FINANCIAL, LLC
Firm CRD 300423 · TX · Reported as state-registered
Registration date: 2019-06-21
- OLSON CONSULTING LLC
Firm CRD 300445 · CA · Reported as state-registered
Registration date: 2025-05-15
- FERRI INVESTMENT SOLUTIONS
Firm CRD 300479 · TX · Reported as state-registered
Registration date: 2019-03-01
- CAPITAL RISK
Firm CRD 300480 · CA · Reported as state-registered
Registration date: 2023-02-03
- MONROE WEALTH MANAGEMENT LLC
Firm CRD 300513 · CA · Reported as state-registered
Registration date: 2019-04-11
- PIHL FINANCIAL PLANNING
Firm CRD 300544 · WA · Reported as state-registered
Registration date: 2025-05-01
- TEMPUS PECUNIA
Firm CRD 300566 · CA · Reported as state-registered
Registration date: 2019-03-27
- FORTHRIGHT FINANCES LLC
Firm CRD 300569 · AZ · Reported as state-registered
Registration date: 2021-02-17
- FORTHRIGHT FINANCES LLC
Firm CRD 300569 · CA · Reported as state-registered
Registration date: 2019-03-27
- ELEVATION FINANCIAL LLC
Firm CRD 300573 · AZ · Reported as state-registered
Registration date: 2024-07-11
- ELEVATION FINANCIAL LLC
Firm CRD 300573 · CA · Reported as state-registered
Registration date: 2021-12-03
- OUTPOST ADVISORS, LLC
Firm CRD 300602 · CA · Reported as state-registered
Registration date: 2021-09-21
- OUTPOST ADVISORS, LLC
Firm CRD 300602 · TX · Reported as state-registered
Registration date: 2020-11-20
- NINETY WEST GLOBAL WEALTH
Firm CRD 300614 · TX · Reported as state-registered
Registration date: 2023-04-19
- CRG WEALTH, LLC
Firm CRD 300615 · TX · Reported as state-registered
Registration date: 2019-09-06
- MEREDITH DEKKER FINANCIAL SERVICES, LLC
Firm CRD 300641 · AZ · Reported as state-registered
Registration date: 2019-05-13
- MEREDITH DEKKER FINANCIAL SERVICES, LLC
Firm CRD 300641 · CA · Reported as state-registered
Registration date: 2025-01-31
- AAN WEALTH ADVISORS LLC
Firm CRD 300652 · TX · Reported as state-registered
Registration date: 2023-11-27