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.
- WHITE RIVER INVESTMENTS
Firm CRD 313722 · TX · Reported as state-registered
Registration date: 2021-09-19
- TIMOTHY CRAIG STEENWYK
Firm CRD 313753 · TX · Reported as state-registered
Registration date: 2021-05-15
- D. MOSS WEALTH MANAGEMENT
Firm CRD 313915 · CA · Reported as state-registered
Registration date: 2021-05-05
- GREATER GOOD FINANCIAL
Firm CRD 313918 · AZ · Reported as state-registered
Registration date: 2021-10-22
- GREATER GOOD FINANCIAL
Firm CRD 313918 · CA · Reported as state-registered
Registration date: 2021-09-10
- KAYLIN DILLON FINANCIAL PLANNING
Firm CRD 313944 · CA · Reported as state-registered
Registration date: 2024-04-08
- 1823 WEALTH MANAGEMENT LLC
Firm CRD 314022 · AZ · Reported as state-registered
Registration date: 2021-05-28
- 1823 WEALTH MANAGEMENT LLC
Firm CRD 314022 · CA · Reported as state-registered
Registration date: 2023-09-18
- TUSHAUS WEALTH MANAGEMENT
Firm CRD 314067 · AZ · Reported as state-registered
Registration date: 2021-05-10
- TUSHAUS WEALTH MANAGEMENT
Firm CRD 314067 · CA · Reported as state-registered
Registration date: 2021-06-22
- GRANDVA CAPITAL LLC
Firm CRD 314110 · CA · Reported as state-registered
Registration date: 2021-06-08
- HONEY BADGER ADVISORS LLC
Firm CRD 314128 · TX · Reported as state-registered
Registration date: 2025-06-02
- CADENZA FINANCIAL PLANNING
Firm CRD 314193 · CA · Reported as state-registered
Registration date: 2024-03-01
- PARK 64 CAPITAL, LLC
Firm CRD 314196 · TX · Reported as state-registered
Registration date: 2021-05-25
- SNAKE RIVER INVESTMENT COUNSEL LLC
Firm CRD 314200 · CA · Reported as state-registered
Registration date: 2022-05-24
- SNAKE RIVER INVESTMENT COUNSEL LLC
Firm CRD 314200 · WA · Reported as state-registered
Registration date: 2023-03-10
- ARETE FINANCIAL SOLUTIONS, LLC
Firm CRD 314310 · AZ · Reported as state-registered
Registration date: 2021-06-16
- LEGACY FINANCIAL DESIGNS
Firm CRD 314338 · TX · Reported as state-registered
Registration date: 2021-04-28
- STEWARD INC.
Firm CRD 314340 · CA · Reported as state-registered
Registration date: 2025-01-08
- ARSLAN CAPITAL MANAGEMENT LLC
Firm CRD 314356 · TX · Reported as state-registered
Registration date: 2021-08-06
- HILL AND LABARRE WEALTH MANAGEMENT
Firm CRD 314359 · TX · Reported as state-registered
Registration date: 2021-05-10
- VERITAS FINANCIAL CONSULTING LLC
Firm CRD 314363 · CA · Reported as state-registered
Registration date: 2021-07-19
- OPEN DOOR FINANCIAL ADVISORS
Firm CRD 314379 · TX · Reported as state-registered
Registration date: 2021-05-18
- FARM GIRL CAPITAL LLC
Firm CRD 314384 · CA · Reported as state-registered
Registration date: 2021-05-14
- TIGER MOUNTAIN CAPITAL
Firm CRD 314404 · CA · Reported as state-registered
Registration date: 2021-09-09