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.
- WHISPER FINANCIAL
Firm CRD 317414 · CA · Reported as state-registered
Registration date: 2021-12-02
- NURTURE INVESTMENT STRATEGIES LLC
Firm CRD 317443 · CA · Reported as state-registered
Registration date: 2022-01-07
- MILLS FINANCIAL GROUP
Firm CRD 317444 · CA · Reported as state-registered
Registration date: 2022-08-24
- FINANCIAL PLANNING ASSOCIATES
Firm CRD 317454 · CA · Reported as state-registered
Registration date: 2022-01-06
- ARAGON ADVISORS
Firm CRD 317462 · CA · Reported as state-registered
Registration date: 2022-01-06
- ARAGON ADVISORS
Firm CRD 317462 · TX · Reported as state-registered
Registration date: 2025-04-24
- ELITE WEALTH MANAGEMENT, LLC
Firm CRD 317481 · CA · Reported as state-registered
Registration date: 2022-02-15
- SUN GLOBAL LLC
Firm CRD 317484 · CA · Reported as state-registered
Registration date: 2024-07-31
- SUN GLOBAL LLC
Firm CRD 317484 · TX · Reported as state-registered
Registration date: 2022-09-27
- SUN GLOBAL LLC
Firm CRD 317484 · WA · Reported as state-registered
Registration date: 2026-02-03
- VASQUEZ FINANCIAL CONSULTING LLC
Firm CRD 317530 · TX · Reported as state-registered
Registration date: 2022-01-05
- MERINO WEALTH MANAGEMENT
Firm CRD 317535 · CA · Reported as state-registered
Registration date: 2022-06-22
- GULF COAST RIA
Firm CRD 317550 · TX · Reported as state-registered
Registration date: 2022-06-21
- FORT EAGLE WEALTH MANAGEMENT
Firm CRD 317575 · TX · Reported as state-registered
Registration date: 2025-02-03
- PATHSETTER FINANCIAL
Firm CRD 317577 · TX · Reported as state-registered
Registration date: 2022-01-05
- NEST FINANCIAL PLANNING, LLC
Firm CRD 317587 · WA · Reported as state-registered
Registration date: 2023-10-11
- AKPRIDE FINANCIAL SERVICES
Firm CRD 317594 · CA · Reported as state-registered
Registration date: 2022-03-17
- AKPRIDE FINANCIAL SERVICES
Firm CRD 317594 · TX · Reported as state-registered
Registration date: 2025-08-04
- FOUNDATION WEALTH & TAX ADVISORS, LLC
Firm CRD 317596 · AZ · Reported as state-registered
Registration date: 2026-06-24
- HG TAILORED FINANCIAL SERVICES
Firm CRD 317598 · TX · Reported as state-registered
Registration date: 2022-01-12
- LUCEY WEALTH ADVISORS LLC
Firm CRD 317601 · CA · Reported as state-registered
Registration date: 2021-12-09
- RINZLER CAPITAL LLC
Firm CRD 317622 · TX · Reported as state-registered
Registration date: 2022-02-25
- GRAYTON BEACH CAPITAL, LLC
Firm CRD 317626 · TX · Reported as state-registered
Registration date: 2022-12-01
- INSIGHT FAMILY FINANCIAL
Firm CRD 317633 · TX · Reported as state-registered
Registration date: 2023-08-30
- EID CAPITAL
Firm CRD 317634 · TX · Reported as state-registered
Registration date: 2022-01-03