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.
600 published state registrations on 600 distinct firm CRDs.
- 2260 WEST
Firm CRD 310460 · WA · Reported as state-registered
Registration date: 2025-01-02
- BRIARWOOD FINANCIAL
Firm CRD 310562 · WA · Reported as state-registered
Registration date: 2020-10-01
- APEX TAX & FINANCIAL PLANNING
Firm CRD 310747 · WA · Reported as state-registered
Registration date: 2021-02-09
- VESSEL WEALTH ADVISORS LLC
Firm CRD 310809 · WA · Reported as state-registered
Registration date: 2022-06-08
- TDT FINANCIAL INC
Firm CRD 310877 · WA · Reported as state-registered
Registration date: 2021-02-05
- WMS WEALTH MANAGEMENT LLC
Firm CRD 311372 · WA · Reported as state-registered
Registration date: 2020-12-11
- INTEGRITY FINANCIAL STRATEGIES
Firm CRD 311481 · WA · Reported as state-registered
Registration date: 2021-02-09
- CHIMERA WEALTH
Firm CRD 311674 · WA · Reported as state-registered
Registration date: 2021-04-21
- CHAMPION FINANCIAL PLANNING LLC
Firm CRD 311684 · WA · Reported as state-registered
Registration date: 2021-01-04
- SOUND INVESTMENT ADVICE, LLC
Firm CRD 311872 · WA · Reported as state-registered
Registration date: 2021-04-01
- PACE WEALTH ADVISORS
Firm CRD 311924 · WA · Reported as state-registered
Registration date: 2021-05-05
- ALTAIR INVESTMENT MANAGEMENT
Firm CRD 311963 · WA · Reported as state-registered
Registration date: 2024-04-10
- WIPPLE CREEK, LLC
Firm CRD 311988 · WA · Reported as state-registered
Registration date: 2021-02-19
- ZEN TRENDS CAPITAL LLC
Firm CRD 311991 · WA · Reported as state-registered
Registration date: 2026-03-12
- BETTER TOMORROW FINANCIAL
Firm CRD 311995 · WA · Reported as state-registered
Registration date: 2021-03-26
- CICLO WEALTH LLC
Firm CRD 312016 · WA · Reported as state-registered
Registration date: 2022-08-17
- VEGA FINANCIAL LLC
Firm CRD 312036 · WA · Reported as state-registered
Registration date: 2021-03-08
- RYAN FINANCIAL SOLUTIONS, LLC
Firm CRD 312269 · WA · Reported as state-registered
Registration date: 2021-04-30
- JAR ADVISOR
Firm CRD 312656 · WA · Reported as state-registered
Registration date: 2021-03-11
- DIFFERENTIAL PLANNING LLC
Firm CRD 312926 · WA · Reported as state-registered
Registration date: 2025-03-05
- EMERALD PACIFIC INVESTMENT ADVISORS LLC
Firm CRD 313155 · WA · Reported as state-registered
Registration date: 2021-09-01
- MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC
Firm CRD 313233 · WA · Reported as state-registered
Registration date: 2026-09-02
- RETIREMENT STRATEGIES
Firm CRD 313446 · WA · Reported as state-registered
Registration date: 2021-08-17
- VISION CASTING FINANCIAL PLANNING, LLC
Firm CRD 313535 · WA · Reported as state-registered
Registration date: 2021-07-02
- SOPHOS WEALTH MANAGEMENT
Firm CRD 313667 · WA · Reported as state-registered
Registration date: 2021-03-31