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.
- GPWM ADVISORS LLC
Firm CRD 305630 · CA · Reported as state-registered
Registration date: 2020-10-13
- SHEPHERD WEALTH & RETIREMENT LLC
Firm CRD 305645 · AZ · Reported as state-registered
Registration date: 2022-07-27
- FAITHFUL FINANCIAL LLC
Firm CRD 305653 · TX · Reported as state-registered
Registration date: 2019-10-22
- NEW STREET ADVISORS GROUP LLC
Firm CRD 305687 · CA · Reported as state-registered
Registration date: 2021-01-01
- NEW STREET ADVISORS GROUP LLC
Firm CRD 305687 · TX · Reported as state-registered
Registration date: 2020-12-09
- BOGGS WALLACE WEALTH PARTNERS LLC
Firm CRD 305698 · TX · Reported as state-registered
Registration date: 2022-02-18
- CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC
Firm CRD 305719 · CA · Reported as state-registered
Registration date: 2019-11-19
- MEASURED FINANCIAL
Firm CRD 305720 · CA · Reported as state-registered
Registration date: 2019-11-20
- MORAN TICE CAPITAL MANAGEMENT LLC
Firm CRD 305734 · CA · Reported as state-registered
Registration date: 2026-07-29
- FOUR PEAKS PLANNING AND INVESTMENTS LLC
Firm CRD 305739 · AZ · Reported as state-registered
Registration date: 2019-11-06
- FOUR PEAKS PLANNING AND INVESTMENTS LLC
Firm CRD 305739 · CA · Reported as state-registered
Registration date: 2022-03-30
- EAGLE WEALTH MANAGEMENT, INC.
Firm CRD 305740 · CA · Reported as state-registered
Registration date: 2019-12-05
- EAGLE WEALTH MANAGEMENT, INC.
Firm CRD 305740 · TX · Reported as state-registered
Registration date: 2025-08-10
- LESSARD WEALTH MANAGEMENT
Firm CRD 305770 · AZ · Reported as state-registered
Registration date: 2020-02-13
- TWIN RIVERS WEALTH MANAGEMENT
Firm CRD 305773 · CA · Reported as state-registered
Registration date: 2019-10-11
- LONDON HOUSE CAPITAL
Firm CRD 305794 · CA · Reported as state-registered
Registration date: 2019-11-13
- KOHR INVESTMENTS
Firm CRD 305796 · CA · Reported as state-registered
Registration date: 2019-12-05
- PEERLESS WEALTH
Firm CRD 305807 · TX · Reported as state-registered
Registration date: 2023-12-04
- BALANCING LIFE FINANCIAL PLANNING
Firm CRD 305808 · CA · Reported as state-registered
Registration date: 2019-11-08
- WOMEN'S WEALTH
Firm CRD 305821 · WA · Reported as state-registered
Registration date: 2019-10-21
- SCIONAI
Firm CRD 305833 · CA · Reported as state-registered
Registration date: 2019-12-19
- FRANK FINANCES LLC
Firm CRD 305886 · CA · Reported as state-registered
Registration date: 2019-11-27
- BLUE MARLIN ADVISORS, LLC
Firm CRD 305906 · CA · Reported as state-registered
Registration date: 2021-03-04
- PATHFINDER WEALTH ADVISORS, LLC
Firm CRD 305910 · CA · Reported as state-registered
Registration date: 2020-10-12
- PROPATH FINANCIAL
Firm CRD 305914 · AZ · Reported as state-registered
Registration date: 2019-10-16