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.
- ZEN TRENDS CAPITAL LLC
Firm CRD 311991 · WA · Reported as state-registered
Registration date: 2026-03-12
- FADE IN FINANCIAL
Firm CRD 311994 · CA · Reported as state-registered
Registration date: 2021-03-10
- BETTER TOMORROW FINANCIAL
Firm CRD 311995 · WA · Reported as state-registered
Registration date: 2021-03-26
- GL TRUST, INC.
Firm CRD 312012 · CA · Reported as state-registered
Registration date: 2021-01-29
- CICLO WEALTH LLC
Firm CRD 312016 · WA · Reported as state-registered
Registration date: 2022-08-17
- CADGER TAX AND FINANCIAL INC.
Firm CRD 312033 · CA · Reported as state-registered
Registration date: 2021-01-22
- VEGA FINANCIAL LLC
Firm CRD 312036 · TX · Reported as state-registered
Registration date: 2023-03-16
- VEGA FINANCIAL LLC
Firm CRD 312036 · WA · Reported as state-registered
Registration date: 2021-03-08
- CHOICE FINANCIAL & INSURANCE SERVICES, INC.
Firm CRD 312049 · CA · Reported as state-registered
Registration date: 2022-03-10
- MISSION ADVISORY GROUP
Firm CRD 312055 · TX · Reported as state-registered
Registration date: 2026-05-01
- ACCESS FINANCIAL GROUP, LLC
Firm CRD 312084 · TX · Reported as state-registered
Registration date: 2020-12-13
- FIREPLACE FINANCIAL INC
Firm CRD 312085 · CA · Reported as state-registered
Registration date: 2021-03-02
- CAVALOT CAPITAL
Firm CRD 312088 · CA · Reported as state-registered
Registration date: 2021-07-09
- DAWSON INVESTMENT MANAGEMENT
Firm CRD 312098 · CA · Reported as state-registered
Registration date: 2021-02-04
- DROST FINANCIAL
Firm CRD 312103 · TX · Reported as state-registered
Registration date: 2022-04-29
- INAEYA WEALTH MANAGEMENT LLC
Firm CRD 312110 · TX · Reported as state-registered
Registration date: 2021-02-09
- KOINONIA FINANCIAL
Firm CRD 312136 · TX · Reported as state-registered
Registration date: 2021-01-01
- ESSEX ADVISORY
Firm CRD 312140 · CA · Reported as state-registered
Registration date: 2026-01-23
- NYTRX LLC
Firm CRD 312141 · TX · Reported as state-registered
Registration date: 2025-07-17
- ANDREY, DOUGLAS
Firm CRD 312183 · CA · Reported as state-registered
Registration date: 2022-02-02
- WAVE WEALTH PLANNING, LLC
Firm CRD 312185 · CA · Reported as state-registered
Registration date: 2026-05-08
- ASPEN WEALTH ADVISORS LLC
Firm CRD 312204 · TX · Reported as state-registered
Registration date: 2021-03-16
- CARVALHO INVESTMENT GROUP, LLC
Firm CRD 312231 · TX · Reported as state-registered
Registration date: 2021-04-07
- SHIFT TO IMPACT
Firm CRD 312244 · CA · Reported as state-registered
Registration date: 2022-07-25
- RYAN FINANCIAL SOLUTIONS, LLC
Firm CRD 312269 · WA · Reported as state-registered
Registration date: 2021-04-30