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.
- NHABLA
Firm CRD 313311 · TX · Reported as state-registered
Registration date: 2025-01-09
- AXIOM FOUNDERS FAMILY OFFICE
Firm CRD 313318 · AZ · Reported as state-registered
Registration date: 2021-05-28
- COPPER SQUARE PRIVATE WEALTH, LLC
Firm CRD 313349 · AZ · Reported as state-registered
Registration date: 2021-04-13
- GNRFUNDS LLC
Firm CRD 313395 · CA · Reported as state-registered
Registration date: 2021-06-17
- GNRFUNDS LLC
Firm CRD 313395 · TX · Reported as state-registered
Registration date: 2021-05-08
- MOUNT FINANCIAL FREEDOM
Firm CRD 313406 · AZ · Reported as state-registered
Registration date: 2021-03-29
- MOUNT FINANCIAL FREEDOM
Firm CRD 313406 · TX · Reported as state-registered
Registration date: 2021-05-12
- INHERENT WEALTH FUND, LLC
Firm CRD 313416 · CA · Reported as state-registered
Registration date: 2024-11-07
- SPRECKELS WEALTH MANAGEMENT
Firm CRD 313422 · CA · Reported as state-registered
Registration date: 2021-06-08
- HDQ WEALTH
Firm CRD 313427 · CA · Reported as state-registered
Registration date: 2021-09-14
- PROVISOR ASSET MANAGEMENT LLC
Firm CRD 313434 · TX · Reported as state-registered
Registration date: 2021-12-03
- PREMCA LLC
Firm CRD 313444 · TX · Reported as state-registered
Registration date: 2021-06-14
- RETIREMENT STRATEGIES
Firm CRD 313446 · WA · Reported as state-registered
Registration date: 2021-08-17
- VISION CASTING FINANCIAL PLANNING, LLC
Firm CRD 313535 · WA · Reported as state-registered
Registration date: 2021-07-02
- BUILDING EQUITIES, LLC
Firm CRD 313539 · CA · Reported as state-registered
Registration date: 2021-06-08
- AUSTIN CREEK CAPITAL, LLC
Firm CRD 313554 · CA · Reported as state-registered
Registration date: 2021-04-09
- MERGENT WEALTH, LLC
Firm CRD 313559 · TX · Reported as state-registered
Registration date: 2021-08-18
- WAYS INVESTMENT ADVISORS LLC
Firm CRD 313570 · CA · Reported as state-registered
Registration date: 2025-01-13
- MEASURE TWICE FINANCIAL LLC
Firm CRD 313656 · TX · Reported as state-registered
Registration date: 2021-05-11
- SOPHOS WEALTH MANAGEMENT
Firm CRD 313667 · WA · Reported as state-registered
Registration date: 2021-03-31
- SMITHBROOK, LLC
Firm CRD 313679 · WA · Reported as state-registered
Registration date: 2021-08-19
- KOLO CAPITAL
Firm CRD 313683 · AZ · Reported as state-registered
Registration date: 2021-08-23
- STELLARIS WEALTH MANAGEMENT LLC
Firm CRD 313686 · TX · Reported as state-registered
Registration date: 2026-02-23
- WINCHESTER CAPITAL SERVICES, LLC
Firm CRD 313690 · TX · Reported as state-registered
Registration date: 2023-02-09
- ORION WEALTH MANAGEMENT LLC
Firm CRD 313698 · TX · Reported as state-registered
Registration date: 2021-06-23