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.
- VAN NOSTRAND WEALTH MANAGEMENT LLC
Firm CRD 304200 · CA · Reported as state-registered
Registration date: 2019-07-22
- VAN NOSTRAND WEALTH MANAGEMENT LLC
Firm CRD 304200 · TX · Reported as state-registered
Registration date: 2025-02-20
- VALUETREE FINANCIAL LLC
Firm CRD 304226 · TX · Reported as state-registered
Registration date: 2019-06-19
- LISKA INVESTMENTS LLC
Firm CRD 304252 · CA · Reported as state-registered
Registration date: 2020-02-21
- JEWELL WEALTH MANAGEMENT INC.
Firm CRD 304259 · AZ · Reported as state-registered
Registration date: 2020-10-06
- JEWELL WEALTH MANAGEMENT INC.
Firm CRD 304259 · CA · Reported as state-registered
Registration date: 2019-06-24
- STRAVA FINANCIAL, LLC
Firm CRD 304263 · CA · Reported as state-registered
Registration date: 2020-04-09
- EDUCATED SOLUTIONS
Firm CRD 304287 · CA · Reported as state-registered
Registration date: 2019-07-08
- RAINIER CAPITAL INVESTMENTS LLC
Firm CRD 304311 · WA · Reported as state-registered
Registration date: 2019-08-16
- CMC ADVISORS LLC
Firm CRD 304326 · AZ · Reported as state-registered
Registration date: 2026-01-01
- CMC ADVISORS LLC
Firm CRD 304326 · WA · Reported as state-registered
Registration date: 2019-09-25
- KINETIX FINANCIAL PLANNING
Firm CRD 304351 · TX · Reported as state-registered
Registration date: 2019-07-11
- DESMO WEALTH ADVISORS, LLC
Firm CRD 304358 · TX · Reported as state-registered
Registration date: 2019-07-11
- TIBURON FINANCIAL ADVISORS, INC.
Firm CRD 304363 · CA · Reported as state-registered
Registration date: 2019-08-28
- PRUVISE
Firm CRD 304365 · CA · Reported as state-registered
Registration date: 2019-09-18
- TENBROECK WEALTH MANAGEMENT, LLC
Firm CRD 304388 · CA · Reported as state-registered
Registration date: 2019-09-18
- MOST CAPITAL
Firm CRD 304451 · CA · Reported as state-registered
Registration date: 2023-01-23
- LAKE HIGHLANDS CAPITAL MANAGEMENT
Firm CRD 304452 · TX · Reported as state-registered
Registration date: 2019-07-15
- ALTURAS WEALTH MANAGEMENT, LLC
Firm CRD 304531 · WA · Reported as state-registered
Registration date: 2026-03-31
- CENTERED FINANCIAL
Firm CRD 304535 · CA · Reported as state-registered
Registration date: 2019-07-16
- FIRMAMENT FINANCIAL
Firm CRD 304536 · CA · Reported as state-registered
Registration date: 2024-05-22
- CHRIS REDDICK FINANCIAL PLANNING
Firm CRD 304542 · TX · Reported as state-registered
Registration date: 2019-07-11
- VAN RAY WEALTH MANAGEMENT
Firm CRD 304550 · WA · Reported as state-registered
Registration date: 2020-02-04
- DEWITT AND DUNN FINANCIAL SERVICES, LLC
Firm CRD 304561 · TX · Reported as state-registered
Registration date: 2020-09-27
- INTERO FINANCIAL PLANNING, LLC
Firm CRD 304573 · CA · Reported as state-registered
Registration date: 2021-07-06