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.
- CRAFTWORK CAPITAL LLC
Firm CRD 311626 · CA · Reported as state-registered
Registration date: 2022-05-10
- VIM WEALTH MANAGEMENT, LLC
Firm CRD 311641 · CA · Reported as state-registered
Registration date: 2025-09-30
- DRS FINANCIAL PARTNERS LLC
Firm CRD 311660 · CA · Reported as state-registered
Registration date: 2020-12-22
- CHIMERA WEALTH
Firm CRD 311674 · CA · Reported as state-registered
Registration date: 2020-12-22
- 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
- HODOS WEALTH GROUP, LLC
Firm CRD 311705 · TX · Reported as state-registered
Registration date: 2021-01-20
- GRINNELL CAPITAL, LLC
Firm CRD 311742 · CA · Reported as state-registered
Registration date: 2022-07-28
- FAIR OAKS FINANCIAL LLC
Firm CRD 311765 · TX · Reported as state-registered
Registration date: 2021-01-15
- GUIDING FINANCIAL
Firm CRD 311779 · TX · Reported as state-registered
Registration date: 2021-01-01
- QHH CAPITAL MANAGEMENT, LLC
Firm CRD 311791 · TX · Reported as state-registered
Registration date: 2021-01-01
- KINGSLY CAPITAL, LLC
Firm CRD 311796 · AZ · Reported as state-registered
Registration date: 2020-12-22
- MALNIK WEALTH MANAGEMENT, LLC
Firm CRD 311814 · TX · Reported as state-registered
Registration date: 2022-01-14
- KEY FOCUS WEALTH LLC
Firm CRD 311827 · CA · Reported as state-registered
Registration date: 2021-02-22
- SOUND INVESTMENT ADVICE, LLC
Firm CRD 311872 · WA · Reported as state-registered
Registration date: 2021-04-01
- MERITAGE WEALTH MANAGEMENT
Firm CRD 311884 · CA · Reported as state-registered
Registration date: 2021-01-26
- MANNA WEALTH STRATEGIES, LLC
Firm CRD 311887 · TX · Reported as state-registered
Registration date: 2024-07-10
- WB ADVISORS TEXAS LLC
Firm CRD 311898 · TX · Reported as state-registered
Registration date: 2021-04-26
- CAPO CREEK FINANCIAL SOLUTIONS
Firm CRD 311923 · CA · Reported as state-registered
Registration date: 2021-03-16
- PACE WEALTH ADVISORS
Firm CRD 311924 · WA · Reported as state-registered
Registration date: 2021-05-05
- ALTAIR INVESTMENT MANAGEMENT
Firm CRD 311963 · TX · Reported as state-registered
Registration date: 2021-03-11
- ALTAIR INVESTMENT MANAGEMENT
Firm CRD 311963 · WA · Reported as state-registered
Registration date: 2024-04-10
- CF FINANCIAL
Firm CRD 311964 · TX · Reported as state-registered
Registration date: 2021-01-21
- SOLOMON AND ASSOCIATES LLC
Firm CRD 311975 · CA · Reported as state-registered
Registration date: 2021-08-30
- WIPPLE CREEK, LLC
Firm CRD 311988 · WA · Reported as state-registered
Registration date: 2021-02-19