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.
674 published state registrations on 674 distinct firm CRDs.
- TRUE NORTH WEALTH MANAGEMENT, LLC
Firm CRD 302020 · AZ · Reported as state-registered
Registration date: 2019-05-30
- WHITE PINE FINANCIAL LLC
Firm CRD 304042 · AZ · Reported as state-registered
Registration date: 2024-05-30
- INTEGRATED FINANCIAL MANAGEMENT, LLC
Firm CRD 304071 · AZ · Reported as state-registered
Registration date: 2024-03-12
- PARADIGM MONEY MANAGEMENT, LLC
Firm CRD 304097 · AZ · Reported as state-registered
Registration date: 2019-07-10
- MOUNTAIN TOP ADVISORY GROUP
Firm CRD 304182 · AZ · Reported as state-registered
Registration date: 2020-06-09
- JEWELL WEALTH MANAGEMENT INC.
Firm CRD 304259 · AZ · Reported as state-registered
Registration date: 2020-10-06
- CMC ADVISORS LLC
Firm CRD 304326 · AZ · Reported as state-registered
Registration date: 2026-01-01
- GUARDIAN FINANCIAL WEALTH MANAGEMENT INC.
Firm CRD 304958 · AZ · Reported as state-registered
Registration date: 2019-08-14
- RRA WEALTH, LLC
Firm CRD 305212 · AZ · Reported as state-registered
Registration date: 2024-03-11
- FINANCIAL SYNERGISTICS GROUP, INC.
Firm CRD 305267 · AZ · Reported as state-registered
Registration date: 2020-04-27
- ATLAS LIFESTYLE PLANNING GROUP LLC
Firm CRD 305278 · AZ · Reported as state-registered
Registration date: 2020-01-01
- PINNACLE PEAK WEALTH MANAGEMENT
Firm CRD 305316 · AZ · Reported as state-registered
Registration date: 2019-09-25
- OBJECTIVE WEALTH, LLC
Firm CRD 305321 · AZ · Reported as state-registered
Registration date: 2019-08-23
- SHEPHERD WEALTH & RETIREMENT LLC
Firm CRD 305645 · AZ · Reported as state-registered
Registration date: 2022-07-27
- FOUR PEAKS PLANNING AND INVESTMENTS LLC
Firm CRD 305739 · AZ · Reported as state-registered
Registration date: 2019-11-06
- LESSARD WEALTH MANAGEMENT
Firm CRD 305770 · AZ · Reported as state-registered
Registration date: 2020-02-13
- PROPATH FINANCIAL
Firm CRD 305914 · AZ · Reported as state-registered
Registration date: 2019-10-16
- VJP FINANCE LLC
Firm CRD 306047 · AZ · Reported as state-registered
Registration date: 2020-01-01
- NORTHROCK INVESTMENTS, PLLC
Firm CRD 306398 · AZ · Reported as state-registered
Registration date: 2019-12-16
- ECKELBERG FINANCIAL, INC.
Firm CRD 306527 · AZ · Reported as state-registered
Registration date: 2020-01-01
- KINGHORN LAW | FINANCIAL
Firm CRD 306672 · AZ · Reported as state-registered
Registration date: 2020-01-14
- KNOW YOUR WORTH FINANCIAL
Firm CRD 306771 · AZ · Reported as state-registered
Registration date: 2020-03-11
- RETIREMENT INVESTMENT ADVISORS INC.
Firm CRD 307157 · AZ · Reported as state-registered
Registration date: 2024-12-11
- PLUTO WEALTH MANAGEMENT
Firm CRD 307295 · AZ · Reported as state-registered
Registration date: 2020-01-31
- BECKETT COLLECTIVE
Firm CRD 307455 · AZ · Reported as state-registered
Registration date: 2020-03-05