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.
674 published state registrations on 674 distinct firm CRDs.
- MISSIO INVESTMENT MANAGEMENT LLC
Firm CRD 297848 · AZ · Reported as state-registered
Registration date: 2022-10-04
- STONE WEALTH STRATEGIES
Firm CRD 297961 · AZ · Reported as state-registered
Registration date: 2018-09-27
- SEVENSUEDE INVESTMENT ADVISOR
Firm CRD 298115 · AZ · Reported as state-registered
Registration date: 2018-08-03
- BRIDGE FINANCIAL STRATEGIES
Firm CRD 298134 · AZ · Reported as state-registered
Registration date: 2018-09-07
- RD KELLEY FINANCIAL GROUP
Firm CRD 298189 · AZ · Reported as state-registered
Registration date: 2018-08-21
- NOBLE WEALTH PARTNERS
Firm CRD 298396 · AZ · Reported as state-registered
Registration date: 2022-06-15
- ALVARADO & ASSOCIATES, LLC
Firm CRD 298577 · AZ · Reported as state-registered
Registration date: 2023-02-01
- VIRTUE WEALTH COUNSEL, LLC
Firm CRD 298592 · AZ · Reported as state-registered
Registration date: 2023-11-29
- CHEVELON CAPITAL MANAGEMENT LLC
Firm CRD 298609 · AZ · Reported as state-registered
Registration date: 2020-06-10
- MACLACHLAN WEALTH MANAGEMENT
Firm CRD 298927 · AZ · Reported as state-registered
Registration date: 2024-05-30
- AGAVE WEALTH ADVISORS
Firm CRD 299139 · AZ · Reported as state-registered
Registration date: 2018-10-23
- ROWLEY FINANCIAL LLC
Firm CRD 299182 · AZ · Reported as state-registered
Registration date: 2022-02-04
- ARCHSTONE WEALTH ADVISORS, LLC
Firm CRD 299238 · AZ · Reported as state-registered
Registration date: 2019-10-02
- CENTIMILLIONAIRE ADVISORS, LLC
Firm CRD 299484 · AZ · Reported as state-registered
Registration date: 2023-01-01
- MEEKS WEALTH MANAGEMENT, LLC
Firm CRD 299703 · AZ · Reported as state-registered
Registration date: 2019-05-22
- MUSSER FINANCIAL PLANNING, LLC
Firm CRD 299930 · AZ · Reported as state-registered
Registration date: 2019-02-22
- ABILITY FIRST
Firm CRD 300076 · AZ · Reported as state-registered
Registration date: 2019-01-10
- FORTHRIGHT FINANCES LLC
Firm CRD 300569 · AZ · Reported as state-registered
Registration date: 2021-02-17
- ELEVATION FINANCIAL LLC
Firm CRD 300573 · AZ · Reported as state-registered
Registration date: 2024-07-11
- MEREDITH DEKKER FINANCIAL SERVICES, LLC
Firm CRD 300641 · AZ · Reported as state-registered
Registration date: 2019-05-13
- WEALTH RESOURCE INVESTMENT ADVISORS LLC
Firm CRD 300752 · AZ · Reported as state-registered
Registration date: 2019-03-11
- ALPHA SQUARED CAPITAL, LLC
Firm CRD 300797 · AZ · Reported as state-registered
Registration date: 2019-08-23
- RRO CAPITAL, LLC
Firm CRD 300829 · AZ · Reported as state-registered
Registration date: 2019-04-29
- INSURANCE & WEALTH ADVISORS, LLC.
Firm CRD 301528 · AZ · Reported as state-registered
Registration date: 2020-06-12
- MY FINANCIAL COACH PLANNING, LLC
Firm CRD 301669 · AZ · Reported as state-registered
Registration date: 2020-03-06