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.
- CROSS BORDER WEALTH ADVISORS
Firm CRD 309890 · CA · Reported as state-registered
Registration date: 2021-03-04
- QTR CAPITAL MANAGEMENT LLC
Firm CRD 309906 · CA · Reported as state-registered
Registration date: 2020-09-17
- CLEAR AND SIMPLE FINANCIAL GROUP LLC
Firm CRD 309957 · TX · Reported as state-registered
Registration date: 2020-08-18
- ACTUARIAL DIRECT LLC
Firm CRD 309970 · CA · Reported as state-registered
Registration date: 2021-01-01
- JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP
Firm CRD 309992 · TX · Reported as state-registered
Registration date: 2020-10-02
- JOSEPH WEALTH MANAGEMENT, LLC
Firm CRD 309996 · TX · Reported as state-registered
Registration date: 2022-11-22
- IRONCREST CAPITAL MANAGEMENT LLC
Firm CRD 310022 · CA · Reported as state-registered
Registration date: 2021-03-12
- CREATE YOUR PATH LLC
Firm CRD 310062 · CA · Reported as state-registered
Registration date: 2020-08-13
- ANCHOR FINANCIAL
Firm CRD 310081 · WA · Reported as state-registered
Registration date: 2021-01-21
- GREENROCK ASSET MANAGEMENT LLC
Firm CRD 310089 · WA · Reported as state-registered
Registration date: 2020-08-17
- THE TIDES GROUP
Firm CRD 310110 · CA · Reported as state-registered
Registration date: 2020-11-12
- TAO FINANCIAL
Firm CRD 310134 · TX · Reported as state-registered
Registration date: 2020-12-08
- UNIQUE INVESTMENT ADVISORS, LLC
Firm CRD 310170 · AZ · Reported as state-registered
Registration date: 2020-09-01
- UNIQUE INVESTMENT ADVISORS, LLC
Firm CRD 310170 · CA · Reported as state-registered
Registration date: 2020-10-09
- REEVES, JAMES, TOWNSEND
Firm CRD 310178 · CA · Reported as state-registered
Registration date: 2020-08-21
- FINANCIAL INTERNATIONAL
Firm CRD 310192 · CA · Reported as state-registered
Registration date: 2019-09-16
- BIRCHWOOD CAPITAL
Firm CRD 310219 · CA · Reported as state-registered
Registration date: 2020-10-01
- DESLA WEALTH MANAGEMENT
Firm CRD 310235 · TX · Reported as state-registered
Registration date: 2024-01-30
- BOWLINE FINANCIAL, LLC
Firm CRD 310255 · TX · Reported as state-registered
Registration date: 2020-12-15
- TWIN HARBORS WEALTH MANAGEMENT LLC
Firm CRD 310260 · WA · Reported as state-registered
Registration date: 2020-09-17
- MASTERS TAX AND FINANCIAL PLANNING LLC
Firm CRD 310261 · AZ · Reported as state-registered
Registration date: 2024-11-20
- THE RAFFIN GROUP LLC
Firm CRD 310270 · CA · Reported as state-registered
Registration date: 2020-09-09
- THE RAFFIN GROUP LLC
Firm CRD 310270 · TX · Reported as state-registered
Registration date: 2023-02-17
- RADIANT WEALTH PLANNING
Firm CRD 310280 · CA · Reported as state-registered
Registration date: 2020-12-09
- RADIANT WEALTH PLANNING
Firm CRD 310280 · WA · Reported as state-registered
Registration date: 2020-10-02