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.
- DPC WEALTH ADVISORY SERVICES, LLC.
Firm CRD 305230 · WA · Reported as state-registered
Registration date: 2020-04-29
- COMPLETE VIEW FINANCIAL LLC
Firm CRD 305247 · TX · Reported as state-registered
Registration date: 2019-08-26
- BEARING FINANCIAL ADVISORS, LLC
Firm CRD 305257 · TX · Reported as state-registered
Registration date: 2019-09-06
- MISSION RETIREMENT CONSULTING, INC.
Firm CRD 305259 · CA · Reported as state-registered
Registration date: 2019-10-10
- FINANCIAL SYNERGISTICS GROUP, INC.
Firm CRD 305267 · AZ · Reported as state-registered
Registration date: 2020-04-27
- FINANCIAL SYNERGISTICS GROUP, INC.
Firm CRD 305267 · CA · Reported as state-registered
Registration date: 2019-09-19
- FINANCIAL SYNERGISTICS GROUP, INC.
Firm CRD 305267 · TX · Reported as state-registered
Registration date: 2020-05-03
- CHALK CREEK PARTNERS, LLC
Firm CRD 305270 · TX · Reported as state-registered
Registration date: 2019-10-29
- ATLAS LIFESTYLE PLANNING GROUP LLC
Firm CRD 305278 · AZ · Reported as state-registered
Registration date: 2020-01-01
- FINANCIAL EQUATIONS ADVISORS, INC.
Firm CRD 305295 · CA · Reported as state-registered
Registration date: 2020-07-02
- PINNACLE PEAK WEALTH MANAGEMENT
Firm CRD 305316 · AZ · Reported as state-registered
Registration date: 2019-09-25
- OBJECTIVE WEALTH, LLC
Firm CRD 305321 · AZ · Reported as state-registered
Registration date: 2019-08-23
- PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
Firm CRD 305339 · TX · Reported as state-registered
Registration date: 2021-05-28
- ANACAPA FINANCIAL, LLC
Firm CRD 305365 · CA · Reported as state-registered
Registration date: 2019-10-28
- HAPPYRICH CAPITAL
Firm CRD 305410 · CA · Reported as state-registered
Registration date: 2026-01-12
- ALTMAN SACKS CORPORATION
Firm CRD 305420 · CA · Reported as state-registered
Registration date: 2019-11-01
- HERITAGE ROAD ADVISORS
Firm CRD 305458 · WA · Reported as state-registered
Registration date: 2021-03-19
- CONTRERAS FINANCIAL, INC.
Firm CRD 305463 · CA · Reported as state-registered
Registration date: 2019-10-14
- BAYROCK FINANCIAL, L.L.C.
Firm CRD 305467 · TX · Reported as state-registered
Registration date: 2019-09-24
- MOUNTAIN FLOWER INVESTMENTS & PLANNING, LLC
Firm CRD 305469 · TX · Reported as state-registered
Registration date: 2021-05-21
- ACRUENCE CAPITAL, LLC
Firm CRD 305482 · TX · Reported as state-registered
Registration date: 2019-11-18
- MOMENTUM PRIVATE WEALTH MANAGEMENT
Firm CRD 305502 · CA · Reported as state-registered
Registration date: 2021-01-07
- MOMENTUM PRIVATE WEALTH MANAGEMENT
Firm CRD 305502 · TX · Reported as state-registered
Registration date: 2019-10-22
- CARIS INVESTMENT PARTNERS
Firm CRD 305511 · CA · Reported as state-registered
Registration date: 2019-09-17
- INFINITY FINANCIAL PLANNING
Firm CRD 305590 · CA · Reported as state-registered
Registration date: 2019-10-14