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.
- IMPACTFUL WEALTH SOLUTIONS
Firm CRD 306976 · TX · Reported as state-registered
Registration date: 2020-04-01
- MGN AND CO LLC
Firm CRD 306983 · CA · Reported as state-registered
Registration date: 2020-05-22
- VETWORTH
Firm CRD 307007 · CA · Reported as state-registered
Registration date: 2023-12-08
- 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
- ADVENTURE WEALTH ADVISORS
Firm CRD 307039 · CA · Reported as state-registered
Registration date: 2021-07-16
- ADVENTURE WEALTH ADVISORS
Firm CRD 307039 · TX · Reported as state-registered
Registration date: 2020-09-12
- BEACON PARK CAPITAL, LLC
Firm CRD 307041 · CA · Reported as state-registered
Registration date: 2020-01-24
- GARRITT FINANCIAL SOLUTIONS LLC
Firm CRD 307059 · CA · Reported as state-registered
Registration date: 2023-02-22
- PORTFOLIO DYNAMIX
Firm CRD 307069 · TX · Reported as state-registered
Registration date: 2025-01-13
- A.E.I. FINANCIAL GROUP
Firm CRD 307099 · CA · Reported as state-registered
Registration date: 2020-02-12
- RETIREMENT INVESTMENT ADVISORS INC.
Firm CRD 307157 · AZ · Reported as state-registered
Registration date: 2024-12-11
- RETIREMENT INVESTMENT ADVISORS INC.
Firm CRD 307157 · CA · Reported as state-registered
Registration date: 2020-02-28
- RETIREMENT INVESTMENT ADVISORS INC.
Firm CRD 307157 · TX · Reported as state-registered
Registration date: 2021-12-10
- KINGDOM CAPITAL MANAGEMENT
Firm CRD 307223 · CA · Reported as state-registered
Registration date: 2020-03-02
- COASTAL CAPITAL ADVISORS
Firm CRD 307224 · CA · Reported as state-registered
Registration date: 2020-02-21
- COASTAL CAPITAL ADVISORS
Firm CRD 307224 · TX · Reported as state-registered
Registration date: 2024-09-26
- SEA BREEZE ANALYTICS
Firm CRD 307228 · CA · Reported as state-registered
Registration date: 2020-06-29
- STEBNICKI FINANCIAL PLANNING
Firm CRD 307237 · CA · Reported as state-registered
Registration date: 2020-04-08
- QUID CAPITAL
Firm CRD 307242 · CA · Reported as state-registered
Registration date: 2023-02-03
- CLARITY FINANCIAL
Firm CRD 307264 · CA · Reported as state-registered
Registration date: 2022-03-02
- 323 WEALTH MANAGEMENT, LLC
Firm CRD 307266 · TX · Reported as state-registered
Registration date: 2020-03-12
- SCHMIDT, SCOTLAND
Firm CRD 307269 · CA · Reported as state-registered
Registration date: 2020-04-02
- HERITAGE ADVISORS GROUP, INC.
Firm CRD 307283 · TX · Reported as state-registered
Registration date: 2020-08-24
- EDWARDS FINANCIAL & INSURANCE SERVICES
Firm CRD 307290 · TX · Reported as state-registered
Registration date: 2020-04-02