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.
- ANALOG CAPITAL PARTNERS LLC
Firm CRD 309636 · CA · Reported as state-registered
Registration date: 2022-01-01
- ANALOG CAPITAL PARTNERS LLC
Firm CRD 309636 · TX · Reported as state-registered
Registration date: 2020-07-08
- BREXTON FAMILY FINANCIAL, LLC
Firm CRD 309643 · TX · Reported as state-registered
Registration date: 2020-07-10
- CREATE, LLC
Firm CRD 309648 · CA · Reported as state-registered
Registration date: 2022-01-13
- HART INVESTMENT MANAGEMENT, LLC
Firm CRD 309661 · WA · Reported as state-registered
Registration date: 2020-08-17
- PLANVEST, LLC
Firm CRD 309669 · TX · Reported as state-registered
Registration date: 2020-10-10
- EVOLVE FINANCIAL
Firm CRD 309676 · WA · Reported as state-registered
Registration date: 2020-12-15
- ALLSTREET WEALTH
Firm CRD 309689 · CA · Reported as state-registered
Registration date: 2023-09-08
- ALLSTREET WEALTH
Firm CRD 309689 · TX · Reported as state-registered
Registration date: 2024-09-14
- HUMANE INVESTING, LLC.
Firm CRD 309690 · CA · Reported as state-registered
Registration date: 2023-02-09
- WEALTH MANAGEMENT ADVISORS RIA, INC.
Firm CRD 309694 · CA · Reported as state-registered
Registration date: 2022-07-22
- WEALTH MANAGEMENT ADVISORS RIA, INC.
Firm CRD 309694 · TX · Reported as state-registered
Registration date: 2022-07-07
- AMPLIO WEALTH MANAGEMENT, INC.
Firm CRD 309712 · TX · Reported as state-registered
Registration date: 2020-08-21
- TRUE WORTH FINANCIAL PLANNING LLC
Firm CRD 309744 · CA · Reported as state-registered
Registration date: 2020-07-16
- OAKS WEALTH MANAGEMENT
Firm CRD 309759 · TX · Reported as state-registered
Registration date: 2020-10-05
- SOAR FINANCIAL LLC
Firm CRD 309772 · TX · Reported as state-registered
Registration date: 2021-08-10
- MAGUIRE STEWARDSHIP PARTNERS
Firm CRD 309782 · TX · Reported as state-registered
Registration date: 2020-08-07
- HICKS MANAGEMENT & FINANCIAL SERVICES, LLC
Firm CRD 309799 · TX · Reported as state-registered
Registration date: 2020-08-04
- HELPING HAND RIA, LLC
Firm CRD 309802 · TX · Reported as state-registered
Registration date: 2020-11-06
- NABERS WEALTH LLC
Firm CRD 309846 · AZ · Reported as state-registered
Registration date: 2025-05-01
- SWISS AMERICAN ASSET MANAGEMENT
Firm CRD 309852 · AZ · Reported as state-registered
Registration date: 2020-09-30
- SWISS AMERICAN ASSET MANAGEMENT
Firm CRD 309852 · WA · Reported as state-registered
Registration date: 2021-04-02
- CHANAKYA BUSINESS VENTURES LLC
Firm CRD 309886 · CA · Reported as state-registered
Registration date: 2021-12-03
- CHANAKYA BUSINESS VENTURES LLC
Firm CRD 309886 · TX · Reported as state-registered
Registration date: 2021-12-08
- QUINLEY STEWARDSHIP LLC
Firm CRD 309888 · CA · Reported as state-registered
Registration date: 2021-01-01