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.
- EUDAIMON WEALTH MANAGEMENT
Firm CRD 307658 · CA · Reported as state-registered
Registration date: 2020-04-30
- GRANITE CAPITAL WEALTH MANAGEMENT LLC
Firm CRD 307670 · AZ · Reported as state-registered
Registration date: 2022-11-03
- GRANITE CAPITAL WEALTH MANAGEMENT LLC
Firm CRD 307670 · CA · Reported as state-registered
Registration date: 2020-04-23
- GRANITE CAPITAL WEALTH MANAGEMENT LLC
Firm CRD 307670 · TX · Reported as state-registered
Registration date: 2022-12-08
- CRESTRIDGE WEALTH ADVISORS, LLC
Firm CRD 307679 · TX · Reported as state-registered
Registration date: 2021-01-19
- SERENDIB CAPITAL MANAGEMENT LLC
Firm CRD 307709 · TX · Reported as state-registered
Registration date: 2020-04-01
- 86 REPUBLIC, LLC
Firm CRD 307733 · CA · Reported as state-registered
Registration date: 2020-05-21
- FSAQ CAPITAL MANAGEMENT LLC
Firm CRD 307761 · CA · Reported as state-registered
Registration date: 2020-06-05
- BAYNES FINANCIAL LLC
Firm CRD 307768 · CA · Reported as state-registered
Registration date: 2020-04-22
- CHRIS HAYS WEALTH MANAGEMENT LLC
Firm CRD 307786 · AZ · Reported as state-registered
Registration date: 2020-03-26
- JACUMEN ASSET MANAGEMENT CORP.
Firm CRD 307809 · CA · Reported as state-registered
Registration date: 2021-01-08
- PURPOSE CAPITAL ADVISORS
Firm CRD 307838 · CA · Reported as state-registered
Registration date: 2021-01-20
- LLOYDS INTREPID WEALTH MANAGEMENT
Firm CRD 307839 · TX · Reported as state-registered
Registration date: 2020-07-08
- GRASS CAPITAL LLC
Firm CRD 307853 · TX · Reported as state-registered
Registration date: 2023-06-14
- YOAKUM WEALTH MANAGEMENT
Firm CRD 307916 · CA · Reported as state-registered
Registration date: 2020-04-08
- NASCHE ASSET MANAGEMENT LLC
Firm CRD 308014 · TX · Reported as state-registered
Registration date: 2020-05-08
- FOCUSED CAPITAL INVESTMENT, LLC
Firm CRD 308029 · CA · Reported as state-registered
Registration date: 2020-06-17
- FIRSTLINE FINANCIAL LLC
Firm CRD 308056 · AZ · Reported as state-registered
Registration date: 2020-06-09
- FIRSTLINE FINANCIAL LLC
Firm CRD 308056 · CA · Reported as state-registered
Registration date: 2020-07-23
- KANNO CAPITAL
Firm CRD 308060 · WA · Reported as state-registered
Registration date: 2020-11-30
- KTE CAPITAL MANAGEMENT, LLC
Firm CRD 308061 · CA · Reported as state-registered
Registration date: 2022-03-30
- AMC WEALTH MANAGEMENT, LLC
Firm CRD 308157 · CA · Reported as state-registered
Registration date: 2025-01-16
- AMC WEALTH MANAGEMENT, LLC
Firm CRD 308157 · TX · Reported as state-registered
Registration date: 2024-06-19
- AVANT-GARDE WEALTH
Firm CRD 308170 · CA · Reported as state-registered
Registration date: 2024-11-13
- WAYMAKER FINANCIAL PLANNING
Firm CRD 308177 · TX · Reported as state-registered
Registration date: 2020-04-29