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.
- CIF ADVISORS INC.
Firm CRD 306645 · CA · Reported as state-registered
Registration date: 2020-06-23
- BERETS FINANCIAL SERVICES LLC
Firm CRD 306654 · WA · Reported as state-registered
Registration date: 2020-04-07
- KINGHORN LAW | FINANCIAL
Firm CRD 306672 · AZ · Reported as state-registered
Registration date: 2020-01-14
- KINGHORN LAW | FINANCIAL
Firm CRD 306672 · TX · Reported as state-registered
Registration date: 2022-04-22
- SUMMIT INVESTMENT ADVISORY GROUP LLC
Firm CRD 306690 · TX · Reported as state-registered
Registration date: 2021-08-05
- WINDMILL CAPITAL ADVISER
Firm CRD 306699 · CA · Reported as state-registered
Registration date: 2020-04-15
- EMERGING OAKS CAPITAL LLC
Firm CRD 306759 · TX · Reported as state-registered
Registration date: 2020-01-21
- BULL RUN INVESTMENT MANAGEMENT LLC
Firm CRD 306763 · CA · Reported as state-registered
Registration date: 2024-11-27
- BULL RUN INVESTMENT MANAGEMENT LLC
Firm CRD 306763 · TX · Reported as state-registered
Registration date: 2021-12-15
- WELLACRE GLOBAL WEALTH ADVISORS
Firm CRD 306770 · CA · Reported as state-registered
Registration date: 2020-05-19
- KNOW YOUR WORTH FINANCIAL
Firm CRD 306771 · AZ · Reported as state-registered
Registration date: 2020-03-11
- WEALTH MANAGEMENT PARTNERS OF LOS ANGELES
Firm CRD 306780 · CA · Reported as state-registered
Registration date: 2019-12-20
- IS CAPITAL MANAGEMENT
Firm CRD 306787 · TX · Reported as state-registered
Registration date: 2020-01-13
- JWC ADVISORS
Firm CRD 306824 · WA · Reported as state-registered
Registration date: 2020-04-01
- GRIFFIN FINANCIAL
Firm CRD 306836 · CA · Reported as state-registered
Registration date: 2020-01-17
- ROMAN RETIREMENT PLANNING, LLC
Firm CRD 306871 · CA · Reported as state-registered
Registration date: 2022-07-12
- LUKE CAPITAL
Firm CRD 306879 · CA · Reported as state-registered
Registration date: 2020-03-25
- PROMENADE WEALTH
Firm CRD 306891 · WA · Reported as state-registered
Registration date: 2020-05-11
- TRIANGULUM WEALTH MANAGEMENT
Firm CRD 306929 · WA · Reported as state-registered
Registration date: 2020-05-21
- WORLD MARKET ADVISORS
Firm CRD 306933 · TX · Reported as state-registered
Registration date: 2025-02-12
- FORCE ACRES, LLC
Firm CRD 306946 · TX · Reported as state-registered
Registration date: 2020-03-12
- TRUE FIDUCIARY CAPITAL, LLC
Firm CRD 306964 · CA · Reported as state-registered
Registration date: 2020-05-29
- TRUE FIDUCIARY CAPITAL, LLC
Firm CRD 306964 · WA · Reported as state-registered
Registration date: 2020-07-31
- COLUMBIA STRATEGIC WEALTH ADVISORS, LLC
Firm CRD 306966 · WA · Reported as state-registered
Registration date: 2020-08-31
- MIDWEST WEALTH MANAGEMENT INC
Firm CRD 306973 · TX · Reported as state-registered
Registration date: 2020-03-31