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.
600 published state registrations on 600 distinct firm CRDs.
- SMITHBROOK, LLC
Firm CRD 313679 · WA · Reported as state-registered
Registration date: 2021-08-19
- SNAKE RIVER INVESTMENT COUNSEL LLC
Firm CRD 314200 · WA · Reported as state-registered
Registration date: 2023-03-10
- TIGER MOUNTAIN CAPITAL
Firm CRD 314404 · WA · Reported as state-registered
Registration date: 2021-09-08
- BALANCED CAPITAL
Firm CRD 314531 · WA · Reported as state-registered
Registration date: 2025-01-17
- KIRWIN FINANCIAL LLC
Firm CRD 314561 · WA · Reported as state-registered
Registration date: 2021-07-06
- ABACUS FINANCIAL PLANNING
Firm CRD 314646 · WA · Reported as state-registered
Registration date: 2021-06-11
- MAURA MADDEN FINANCIAL PLANNING
Firm CRD 314657 · WA · Reported as state-registered
Registration date: 2021-07-26
- LUSKIN FINANCIAL PLANNING
Firm CRD 314744 · WA · Reported as state-registered
Registration date: 2022-05-06
- RMA CAPITAL MANAGEMENT, LLC
Firm CRD 314811 · WA · Reported as state-registered
Registration date: 2022-01-03
- INLAND FINANCIAL PLANNING
Firm CRD 315123 · WA · Reported as state-registered
Registration date: 2021-07-16
- PAVILION FINANCIAL PLANNING
Firm CRD 315349 · WA · Reported as state-registered
Registration date: 2023-08-31
- BLACK BISHOP FINANCIAL GROUP, LLC.
Firm CRD 315462 · WA · Reported as state-registered
Registration date: 2021-09-15
- NW STRAITS FINANCIAL SERVICES
Firm CRD 315904 · WA · Reported as state-registered
Registration date: 2022-01-03
- MACFARLANE INVESTORS
Firm CRD 315984 · WA · Reported as state-registered
Registration date: 2021-10-01
- BORMANN WEALTH MANAGEMENT, LLC
Firm CRD 316256 · WA · Reported as state-registered
Registration date: 2021-09-15
- GLOBAL FREEDOM FINANCIAL LLC
Firm CRD 316257 · WA · Reported as state-registered
Registration date: 2022-01-03
- NAUTICAL STAR FINANCIAL GROUP LLC
Firm CRD 316426 · WA · Reported as state-registered
Registration date: 2021-12-17
- CENTURION FINANCIAL STRATEGIES LLC
Firm CRD 316454 · WA · Reported as state-registered
Registration date: 2021-11-26
- KINDNESS FINANCIAL PLANNING
Firm CRD 316923 · WA · Reported as state-registered
Registration date: 2022-01-19
- SCOUT ASSET MANAGEMENT
Firm CRD 316969 · WA · Reported as state-registered
Registration date: 2022-04-20
- LEFT COAST INVESTMENT STRATEGIES LLC
Firm CRD 317112 · WA · Reported as state-registered
Registration date: 2021-12-01
- SUN GLOBAL LLC
Firm CRD 317484 · WA · Reported as state-registered
Registration date: 2026-02-03
- NEST FINANCIAL PLANNING, LLC
Firm CRD 317587 · WA · Reported as state-registered
Registration date: 2023-10-11
- KANSO CAPITAL
Firm CRD 317708 · WA · Reported as state-registered
Registration date: 2022-01-03
- A&M ADVISORY LLC
Firm CRD 317768 · WA · Reported as state-registered
Registration date: 2026-08-05