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.
- CREATE MY WEALTH LLC
Firm CRD 316717 · CA · Reported as state-registered
Registration date: 2021-11-01
- JULIUS WEALTH ADVISORS, LLC
Firm CRD 316741 · CA · Reported as state-registered
Registration date: 2024-04-23
- JV GLOBAL CAPITAL, INC.
Firm CRD 316742 · TX · Reported as state-registered
Registration date: 2022-03-02
- DAVIS FINANCIAL SERVICES
Firm CRD 316787 · TX · Reported as state-registered
Registration date: 2022-02-28
- TRUE EQUITY WEALTH MANAGEMENT LLC
Firm CRD 316790 · CA · Reported as state-registered
Registration date: 2024-06-05
- NICHOL CAPITAL ADVISORS, LLC
Firm CRD 316794 · TX · Reported as state-registered
Registration date: 2021-11-18
- WORTHWISE FINANCIAL PARTNERS
Firm CRD 316812 · TX · Reported as state-registered
Registration date: 2021-10-21
- DCA ADVISORY, LLC
Firm CRD 316832 · AZ · Reported as state-registered
Registration date: 2022-02-24
- XENITH CAPITAL
Firm CRD 316844 · TX · Reported as state-registered
Registration date: 2025-09-30
- BASIS POINT INVESTMENTS
Firm CRD 316854 · CA · Reported as state-registered
Registration date: 2025-01-10
- STRATEGIC ADVOCATES, LLC
Firm CRD 316858 · CA · Reported as state-registered
Registration date: 2026-04-30
- COMPREHENSIVE FINANCIAL PLANNING FOR DOCTORS, LLC
Firm CRD 316859 · TX · Reported as state-registered
Registration date: 2021-11-16
- SIMPLICIFI, LLC
Firm CRD 316871 · TX · Reported as state-registered
Registration date: 2021-12-02
- EBQUANT, LLC
Firm CRD 316874 · TX · Reported as state-registered
Registration date: 2021-12-07
- IDYLIAN CAPITAL
Firm CRD 316887 · TX · Reported as state-registered
Registration date: 2025-10-13
- ROOK STRATEGIES WEALTH MANAGEMENT, PLLC
Firm CRD 316901 · TX · Reported as state-registered
Registration date: 2021-11-22
- KINDNESS FINANCIAL PLANNING
Firm CRD 316923 · CA · Reported as state-registered
Registration date: 2025-07-01
- KINDNESS FINANCIAL PLANNING
Firm CRD 316923 · WA · Reported as state-registered
Registration date: 2022-01-19
- PEARL CAPITAL INVESTMENTS
Firm CRD 316937 · TX · Reported as state-registered
Registration date: 2021-12-14
- CLOVIS WEALTH PARTNERS, LLC
Firm CRD 316944 · CA · Reported as state-registered
Registration date: 2023-02-06
- DATA ONE CAPITAL MANAGEMENT LLC
Firm CRD 316965 · TX · Reported as state-registered
Registration date: 2021-11-19
- TAIBAY WEALTH MANAGEMENT LLC
Firm CRD 316967 · CA · Reported as state-registered
Registration date: 2021-12-02
- PURPOSE FIRST FINANCIAL, LLC
Firm CRD 316968 · CA · Reported as state-registered
Registration date: 2022-04-14
- PURPOSE FIRST FINANCIAL, LLC
Firm CRD 316968 · TX · Reported as state-registered
Registration date: 2022-04-26
- SCOUT ASSET MANAGEMENT
Firm CRD 316969 · TX · Reported as state-registered
Registration date: 2022-04-19