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.
- CAPLO ADVISORY LLC
Firm CRD 312295 · TX · Reported as state-registered
Registration date: 2023-02-06
- VINEYARD FAMILY WEALTH ADVISORS
Firm CRD 312336 · TX · Reported as state-registered
Registration date: 2022-09-22
- FORTITUDE ADVISORS AND ACCOUNTING INC
Firm CRD 312337 · CA · Reported as state-registered
Registration date: 2021-05-27
- SUNPATH FINANCIAL
Firm CRD 312343 · CA · Reported as state-registered
Registration date: 2021-04-29
- EVERGREEN CAPITAL HOLDINGS, LLC
Firm CRD 312345 · CA · Reported as state-registered
Registration date: 2021-03-12
- MAINSTAY CAPITAL
Firm CRD 312352 · TX · Reported as state-registered
Registration date: 2024-03-19
- 77 FINANCIAL GROUP
Firm CRD 312367 · AZ · Reported as state-registered
Registration date: 2021-02-03
- 77 FINANCIAL GROUP
Firm CRD 312367 · CA · Reported as state-registered
Registration date: 2021-02-02
- POINT4WARD FINANCIAL PLANNING
Firm CRD 312375 · CA · Reported as state-registered
Registration date: 2021-03-08
- WISE WEALTH MANAGEMENT
Firm CRD 312430 · TX · Reported as state-registered
Registration date: 2022-08-09
- ECHELON PRIVATE WEALTH LLC
Firm CRD 312446 · AZ · Reported as state-registered
Registration date: 2021-02-10
- CAPITAL UNITED INVESTMENTS LLC
Firm CRD 312447 · CA · Reported as state-registered
Registration date: 2024-01-10
- ARCADIA WEALTH LLC
Firm CRD 312464 · AZ · Reported as state-registered
Registration date: 2021-03-17
- HENTCH SOLUTIONS
Firm CRD 312487 · CA · Reported as state-registered
Registration date: 2021-04-08
- RLS PRIVATE WEALTH CONSULTING, INC.
Firm CRD 312496 · CA · Reported as state-registered
Registration date: 2021-03-16
- EAGAN VENTURES LLC
Firm CRD 312499 · TX · Reported as state-registered
Registration date: 2021-03-26
- INTENTIONAL LIVING FP
Firm CRD 312500 · TX · Reported as state-registered
Registration date: 2021-02-25
- SIMPLIFIED WEALTH MANAGEMENT, LLC
Firm CRD 312513 · AZ · Reported as state-registered
Registration date: 2021-06-16
- SIMPLIFIED WEALTH MANAGEMENT, LLC
Firm CRD 312513 · TX · Reported as state-registered
Registration date: 2021-05-28
- GAOAN CAPITAL MANAGEMENT LLC
Firm CRD 312559 · CA · Reported as state-registered
Registration date: 2021-10-13
- AIS ASSET MANAGEMENT
Firm CRD 312562 · CA · Reported as state-registered
Registration date: 2021-02-18
- AIS ASSET MANAGEMENT
Firm CRD 312562 · TX · Reported as state-registered
Registration date: 2023-10-11
- VAIL FINANCIAL ADVISORS
Firm CRD 312568 · AZ · Reported as state-registered
Registration date: 2021-02-26
- RAYMOND LIAO INVESTMENT ADVISOR
Firm CRD 312570 · CA · Reported as state-registered
Registration date: 2021-03-26
- STREET LIGHT WEALTH MANAGEMENT, LLC
Firm CRD 312577 · TX · Reported as state-registered
Registration date: 2021-04-07