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.
- CONESTOGA WEALTH PARTNERS
Firm CRD 301964 · WA · Reported as state-registered
Registration date: 2020-01-01
- ELEVATE CAPITAL MANAGEMENT, L.L.C.
Firm CRD 301992 · CA · Reported as state-registered
Registration date: 2019-06-18
- TRUE NORTH WEALTH MANAGEMENT, LLC
Firm CRD 302020 · AZ · Reported as state-registered
Registration date: 2019-05-30
- RIDGEWOOD WEALTH MANAGEMENT LLC
Firm CRD 302033 · TX · Reported as state-registered
Registration date: 2019-06-04
- DHAMMA CAPITAL
Firm CRD 302037 · CA · Reported as state-registered
Registration date: 2019-06-19
- KOMONS FINANCIAL LLC
Firm CRD 302087 · TX · Reported as state-registered
Registration date: 2026-02-05
- NORTH CREEK CAPITAL, LLC
Firm CRD 302104 · WA · Reported as state-registered
Registration date: 2020-01-10
- ATHENA WEALTH MANAGEMENT
Firm CRD 304017 · CA · Reported as state-registered
Registration date: 2019-11-01
- SYNERGOS ADVISORY
Firm CRD 304021 · WA · Reported as state-registered
Registration date: 2019-07-24
- BRAGG CAPITAL MANAGEMENT LLC
Firm CRD 304030 · CA · Reported as state-registered
Registration date: 2019-07-12
- KEARNEY-BURCH FINANCIAL SERVICES, INC.
Firm CRD 304040 · CA · Reported as state-registered
Registration date: 2019-06-14
- WHITE PINE FINANCIAL LLC
Firm CRD 304042 · AZ · Reported as state-registered
Registration date: 2024-05-30
- LIBERTY SOLUTIONS ADVISORS
Firm CRD 304043 · CA · Reported as state-registered
Registration date: 2019-06-19
- INTEGRATED FINANCIAL MANAGEMENT, LLC
Firm CRD 304071 · AZ · Reported as state-registered
Registration date: 2024-03-12
- PRINCE, WILLIAM L
Firm CRD 304072 · CA · Reported as state-registered
Registration date: 2020-02-20
- VELA CONSULTING, LLC
Firm CRD 304085 · CA · Reported as state-registered
Registration date: 2019-06-27
- PARADIGM MONEY MANAGEMENT, LLC
Firm CRD 304097 · AZ · Reported as state-registered
Registration date: 2019-07-10
- EQUAL VOICES WEALTH LLC
Firm CRD 304113 · CA · Reported as state-registered
Registration date: 2021-01-01
- EQUAL VOICES WEALTH LLC
Firm CRD 304113 · WA · Reported as state-registered
Registration date: 2024-06-05
- OUTFLYERS LLC
Firm CRD 304115 · CA · Reported as state-registered
Registration date: 2019-07-23
- CALIBRATION FINANCIAL
Firm CRD 304118 · CA · Reported as state-registered
Registration date: 2024-03-06
- TAX PRO ADVISOR
Firm CRD 304119 · TX · Reported as state-registered
Registration date: 2019-06-26
- MOUNTAIN TOP ADVISORY GROUP
Firm CRD 304182 · AZ · Reported as state-registered
Registration date: 2020-06-09
- TAXABLE WEALTH
Firm CRD 304187 · CA · Reported as state-registered
Registration date: 2019-06-21
- TBMS WEALTH LLC
Firm CRD 304191 · TX · Reported as state-registered
Registration date: 2019-05-31