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.
- MONTEITH WEALTH
Firm CRD 308179 · WA · Reported as state-registered
Registration date: 2020-05-18
- HORIZONS FINANCIAL PLANNING
Firm CRD 308216 · TX · Reported as state-registered
Registration date: 2020-03-29
- CLARITY ADVISORS GROUP, INC.
Firm CRD 308324 · CA · Reported as state-registered
Registration date: 2020-09-03
- WHITE ASPEN CAPITAL LLC
Firm CRD 308370 · CA · Reported as state-registered
Registration date: 2020-04-08
- WHITE ASPEN CAPITAL LLC
Firm CRD 308370 · TX · Reported as state-registered
Registration date: 2020-08-04
- TOYER INVESTMENT ADVISORS LLC
Firm CRD 308378 · WA · Reported as state-registered
Registration date: 2020-06-11
- ALDERS FINANCIAL SOLUTIONS
Firm CRD 308385 · CA · Reported as state-registered
Registration date: 2020-07-01
- SBC INVESTMENT MANAGEMENT, LLC
Firm CRD 308391 · AZ · Reported as state-registered
Registration date: 2020-04-21
- ANALOGOUS INVESTMENT MANAGEMENT LIMITED LIABILITY COMPANY
Firm CRD 308409 · WA · Reported as state-registered
Registration date: 2025-08-28
- AEON CAPITAL PARTNERS, LLC
Firm CRD 308424 · TX · Reported as state-registered
Registration date: 2025-02-04
- ORIS WEALTH DESIGNS LLC
Firm CRD 308463 · TX · Reported as state-registered
Registration date: 2020-11-09
- LAMARQUE ATLAS
Firm CRD 308520 · CA · Reported as state-registered
Registration date: 2020-09-17
- VIDA PRIVATE WEALTH LLC
Firm CRD 308575 · CA · Reported as state-registered
Registration date: 2020-09-03
- CULTIVATE FINANCIAL WELLNESS, LLC
Firm CRD 308633 · CA · Reported as state-registered
Registration date: 2023-04-12
- CANON ASSET MANAGEMENT ADVISORY, LLC
Firm CRD 308833 · AZ · Reported as state-registered
Registration date: 2020-05-07
- THEORY PLANNING PARTNERS
Firm CRD 308877 · CA · Reported as state-registered
Registration date: 2025-09-12
- THEORY PLANNING PARTNERS
Firm CRD 308877 · TX · Reported as state-registered
Registration date: 2025-11-24
- THEORY PLANNING PARTNERS
Firm CRD 308877 · WA · Reported as state-registered
Registration date: 2024-07-22
- TURKEN INVESTMENTS LLC.
Firm CRD 308883 · CA · Reported as state-registered
Registration date: 2020-08-05
- QUILLPEN ADVISORS, LLC
Firm CRD 308896 · TX · Reported as state-registered
Registration date: 2020-08-25
- AZ LEGACY WEALTH LLC
Firm CRD 308906 · AZ · Reported as state-registered
Registration date: 2020-06-05
- AZ LEGACY WEALTH LLC
Firm CRD 308906 · TX · Reported as state-registered
Registration date: 2020-06-17
- WESTLAKE WEALTH MANAGEMENT LLC
Firm CRD 308915 · CA · Reported as state-registered
Registration date: 2021-09-16
- WESTLAKE WEALTH MANAGEMENT LLC
Firm CRD 308915 · WA · Reported as state-registered
Registration date: 2020-07-20
- WESTSIDE FINANCIAL ADVISORS LLC
Firm CRD 308953 · CA · Reported as state-registered
Registration date: 2020-05-14