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.
- DELPHI ADVISERS
Firm CRD 304593 · WA · Reported as state-registered
Registration date: 2019-08-23
- CHAN, ARDEN
Firm CRD 304599 · CA · Reported as state-registered
Registration date: 2019-08-12
- BLUEPRINT RETIREMENT ADVISORS LLC
Firm CRD 304611 · CA · Reported as state-registered
Registration date: 2021-01-01
- BLUEPRINT RETIREMENT ADVISORS LLC
Firm CRD 304611 · TX · Reported as state-registered
Registration date: 2019-07-19
- KRISHNA WEALTH PLANNING
Firm CRD 304613 · TX · Reported as state-registered
Registration date: 2019-08-15
- MB3 CONSULTING LLC
Firm CRD 304634 · CA · Reported as state-registered
Registration date: 2019-07-25
- HOYLE CAPITAL, LLC
Firm CRD 304651 · TX · Reported as state-registered
Registration date: 2019-08-02
- REAL LIFE PLANNING
Firm CRD 304695 · CA · Reported as state-registered
Registration date: 2021-07-26
- REAL LIFE PLANNING
Firm CRD 304695 · TX · Reported as state-registered
Registration date: 2021-05-18
- STOVELL AI SYSTEMS
Firm CRD 304699 · CA · Reported as state-registered
Registration date: 2020-01-02
- JD FINANCIAL FITNESS LLC
Firm CRD 304711 · CA · Reported as state-registered
Registration date: 2019-07-19
- FOURPARK ADVISORS, LLC
Firm CRD 304717 · TX · Reported as state-registered
Registration date: 2019-12-12
- GAMA WEALTH MANAGEMENT, LLC
Firm CRD 304755 · CA · Reported as state-registered
Registration date: 2020-01-07
- SKB ADVISORY, LLC
Firm CRD 304778 · TX · Reported as state-registered
Registration date: 2019-08-27
- QUALIFIED PLANNING
Firm CRD 304788 · CA · Reported as state-registered
Registration date: 2019-10-18
- TAXDUDE FINANCIAL ADVISOR
Firm CRD 304802 · CA · Reported as state-registered
Registration date: 2019-09-05
- CONCERT FINANCIAL PLANNING, LLC
Firm CRD 304831 · CA · Reported as state-registered
Registration date: 2026-01-01
- CONCERT FINANCIAL PLANNING, LLC
Firm CRD 304831 · TX · Reported as state-registered
Registration date: 2019-08-26
- ELEMENTAL WEALTH ADVISORS, LLC
Firm CRD 304854 · CA · Reported as state-registered
Registration date: 2019-09-06
- CAMPOS FINANCIAL
Firm CRD 304860 · CA · Reported as state-registered
Registration date: 2022-06-20
- CAMPOS FINANCIAL
Firm CRD 304860 · TX · Reported as state-registered
Registration date: 2025-04-08
- GUZMAN WEALTH MANAGEMENT
Firm CRD 304861 · TX · Reported as state-registered
Registration date: 2019-07-26
- THE WEALTH OBSERVATORY
Firm CRD 304864 · TX · Reported as state-registered
Registration date: 2019-09-06
- PERCEPTIVE WEALTH ADVISORS LLC
Firm CRD 304880 · TX · Reported as state-registered
Registration date: 2019-09-03
- MARIPOSA WEALTH SOLUTIONS LLC
Firm CRD 304883 · WA · Reported as state-registered
Registration date: 2019-08-30