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.
600 published state registrations on 600 distinct firm CRDs.
- TAYLOR GODDARD INVESTMENTS
Firm CRD 307013 · WA · Reported as state-registered
Registration date: 2020-02-24
- EDWIN LANE FINANCIAL SERVICES, LLC
Firm CRD 307035 · WA · Reported as state-registered
Registration date: 2020-04-29
- RED HAVEN ADVISORS, LLC
Firm CRD 307311 · WA · Reported as state-registered
Registration date: 2020-05-19
- KEITH MCBRIDE FINANCIAL SERVICES INC.
Firm CRD 307499 · WA · Reported as state-registered
Registration date: 2020-07-16
- KANNO CAPITAL
Firm CRD 308060 · WA · Reported as state-registered
Registration date: 2020-11-30
- MONTEITH WEALTH
Firm CRD 308179 · WA · Reported as state-registered
Registration date: 2020-05-18
- TOYER INVESTMENT ADVISORS LLC
Firm CRD 308378 · WA · Reported as state-registered
Registration date: 2020-06-11
- ANALOGOUS INVESTMENT MANAGEMENT LIMITED LIABILITY COMPANY
Firm CRD 308409 · WA · Reported as state-registered
Registration date: 2025-08-28
- THEORY PLANNING PARTNERS
Firm CRD 308877 · WA · Reported as state-registered
Registration date: 2024-07-22
- WESTLAKE WEALTH MANAGEMENT LLC
Firm CRD 308915 · WA · Reported as state-registered
Registration date: 2020-07-20
- PALLADIO CONSULTING LLC
Firm CRD 309007 · WA · Reported as state-registered
Registration date: 2020-11-09
- MARATHON WEALTH MANAGEMENT, LLC
Firm CRD 309337 · WA · Reported as state-registered
Registration date: 2020-08-21
- STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS
Firm CRD 309344 · WA · Reported as state-registered
Registration date: 2026-06-09
- FOLGMANN FINANCIAL GROUP LLC
Firm CRD 309348 · WA · Reported as state-registered
Registration date: 2020-08-21
- BMMS WEALTH ADVISORY LLC
Firm CRD 309479 · WA · Reported as state-registered
Registration date: 2020-09-25
- WYATT WEALTH MANAGEMENT
Firm CRD 309482 · WA · Reported as state-registered
Registration date: 2020-08-26
- HART INVESTMENT MANAGEMENT, LLC
Firm CRD 309661 · WA · Reported as state-registered
Registration date: 2020-08-17
- EVOLVE FINANCIAL
Firm CRD 309676 · WA · Reported as state-registered
Registration date: 2020-12-15
- SWISS AMERICAN ASSET MANAGEMENT
Firm CRD 309852 · WA · Reported as state-registered
Registration date: 2021-04-02
- ANCHOR FINANCIAL
Firm CRD 310081 · WA · Reported as state-registered
Registration date: 2021-01-21
- GREENROCK ASSET MANAGEMENT LLC
Firm CRD 310089 · WA · Reported as state-registered
Registration date: 2020-08-17
- TWIN HARBORS WEALTH MANAGEMENT LLC
Firm CRD 310260 · WA · Reported as state-registered
Registration date: 2020-09-17
- RADIANT WEALTH PLANNING
Firm CRD 310280 · WA · Reported as state-registered
Registration date: 2020-10-02
- LOTUSMENT ADVISORS, LLC
Firm CRD 310413 · WA · Reported as state-registered
Registration date: 2020-09-23
- KAVOUT ALGO FINANCIAL LLC
Firm CRD 310424 · WA · Reported as state-registered
Registration date: 2021-01-08