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.
- PIERCE WEALTH PARTNERS, INC.
Firm CRD 315147 · TX · Reported as state-registered
Registration date: 2022-04-13
- MCCANN INVESTMENT MANAGEMENT LLC
Firm CRD 315149 · CA · Reported as state-registered
Registration date: 2021-08-18
- GOLDEN LION WEALTH MANAGEMENT, LLC
Firm CRD 315157 · CA · Reported as state-registered
Registration date: 2021-11-12
- VALOR WEALTH PARTNERS
Firm CRD 315179 · TX · Reported as state-registered
Registration date: 2026-01-15
- BASKETS CAPITAL LLC
Firm CRD 315226 · TX · Reported as state-registered
Registration date: 2021-06-16
- DEVELOPING FINANCIAL
Firm CRD 315242 · CA · Reported as state-registered
Registration date: 2021-08-23
- DEVELOPING FINANCIAL
Firm CRD 315242 · TX · Reported as state-registered
Registration date: 2022-09-22
- SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC
Firm CRD 315251 · AZ · Reported as state-registered
Registration date: 2023-06-30
- SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC
Firm CRD 315251 · TX · Reported as state-registered
Registration date: 2023-10-11
- NET EQUITY CAPITAL
Firm CRD 315303 · TX · Reported as state-registered
Registration date: 2022-01-03
- BULL & BEAR ADVISORS LLC
Firm CRD 315309 · TX · Reported as state-registered
Registration date: 2021-09-29
- ADVISORS ON CALL
Firm CRD 315319 · CA · Reported as state-registered
Registration date: 2021-09-30
- PAVILION FINANCIAL PLANNING
Firm CRD 315349 · CA · Reported as state-registered
Registration date: 2023-08-31
- PAVILION FINANCIAL PLANNING
Firm CRD 315349 · WA · Reported as state-registered
Registration date: 2023-08-31
- ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.
Firm CRD 315366 · TX · Reported as state-registered
Registration date: 2021-09-29
- LAMPADOS FINANCIAL GROUP, LLC
Firm CRD 315375 · TX · Reported as state-registered
Registration date: 2026-01-23
- WONDER WEALTH LLC
Firm CRD 315390 · CA · Reported as state-registered
Registration date: 2021-08-09
- WARDLAW WEALTH MANAGEMENT LLC
Firm CRD 315408 · TX · Reported as state-registered
Registration date: 2021-10-22
- WHITE SAIL ADVISORS LLC
Firm CRD 315447 · CA · Reported as state-registered
Registration date: 2021-07-20
- PALE BLUE CAPITAL LLC
Firm CRD 315455 · CA · Reported as state-registered
Registration date: 2021-08-03
- SAFE FUTURE WEALTH PARTNERS LLC
Firm CRD 315459 · TX · Reported as state-registered
Registration date: 2025-01-03
- BLACK BISHOP FINANCIAL GROUP, LLC.
Firm CRD 315462 · WA · Reported as state-registered
Registration date: 2021-09-15
- BIAR LEGACY, LLC
Firm CRD 315472 · TX · Reported as state-registered
Registration date: 2022-08-04
- EMANCIPARE INVESTMENT ADVISORS
Firm CRD 315473 · CA · Reported as state-registered
Registration date: 2026-01-15
- EMANCIPARE INVESTMENT ADVISORS
Firm CRD 315473 · TX · Reported as state-registered
Registration date: 2026-05-27