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.
- CRU WEALTH MANAGEMENT
Firm CRD 315476 · TX · Reported as state-registered
Registration date: 2021-08-09
- ALLEN JAMES FINANCIAL LLC
Firm CRD 315518 · CA · Reported as state-registered
Registration date: 2021-09-01
- STRONG BRIDGE ADVISORS LLC
Firm CRD 315520 · CA · Reported as state-registered
Registration date: 2021-09-08
- STRONGSIDE ASSET MANAGEMENT LLC
Firm CRD 315542 · CA · Reported as state-registered
Registration date: 2022-01-01
- CAPITAL ALLIANCE WEALTH MANAGEMENT
Firm CRD 315548 · TX · Reported as state-registered
Registration date: 2021-07-14
- UP&UP CAPITAL, INC.
Firm CRD 315567 · CA · Reported as state-registered
Registration date: 2021-08-24
- RIGHTEOUS FINANCIAL, LLC
Firm CRD 315575 · TX · Reported as state-registered
Registration date: 2021-11-09
- SYNERGOS CAPITAL MANAGEMENT
Firm CRD 315583 · TX · Reported as state-registered
Registration date: 2021-08-03
- COLVA CAPITAL LLC
Firm CRD 315620 · CA · Reported as state-registered
Registration date: 2021-10-27
- SHUCHA WEALTH MANAGEMENT LLC
Firm CRD 315690 · CA · Reported as state-registered
Registration date: 2021-07-30
- LEE CAPITAL MANAGEMENT #1 LLC
Firm CRD 315693 · CA · Reported as state-registered
Registration date: 2022-01-27
- THE FINANCIAL ARCHITECTS WEALTH MANAGEMENT LLC
Firm CRD 315743 · CA · Reported as state-registered
Registration date: 2021-08-24
- THINK DIFFERENT WEALTH ADVISORS LLC
Firm CRD 315744 · CA · Reported as state-registered
Registration date: 2022-01-11
- THINK DIFFERENT WEALTH ADVISORS LLC
Firm CRD 315744 · TX · Reported as state-registered
Registration date: 2021-08-02
- STRONGHOLD CAPITAL PARTNERS LLC
Firm CRD 315763 · AZ · Reported as state-registered
Registration date: 2021-08-23
- STRONGHOLD CAPITAL PARTNERS LLC
Firm CRD 315763 · CA · Reported as state-registered
Registration date: 2021-10-12
- STRONGHOLD CAPITAL PARTNERS LLC
Firm CRD 315763 · TX · Reported as state-registered
Registration date: 2023-11-06
- ILIAD WEALTH SOLUTIONS
Firm CRD 315826 · AZ · Reported as state-registered
Registration date: 2022-10-13
- ILIAD WEALTH SOLUTIONS
Firm CRD 315826 · CA · Reported as state-registered
Registration date: 2022-10-14
- BLUE MOUNTAIN FINANCIAL PLANNING
Firm CRD 315830 · TX · Reported as state-registered
Registration date: 2021-08-05
- BLUEPOINT WEALTH ADVISORS
Firm CRD 315850 · CA · Reported as state-registered
Registration date: 2021-10-07
- FIT WEALTH
Firm CRD 315858 · TX · Reported as state-registered
Registration date: 2026-09-17
- INSIDE EDGE CAPITAL MANAGEMENT, LLC
Firm CRD 315864 · TX · Reported as state-registered
Registration date: 2021-09-01
- 10X10Y LLC
Firm CRD 315871 · TX · Reported as state-registered
Registration date: 2021-08-17
- FINANCIAL COUNSELING RESOURCES LLC
Firm CRD 315883 · CA · Reported as state-registered
Registration date: 2021-10-06