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.
- LARSEN FINANCIAL MANAGEMENT
Firm CRD 318482 · TX · Reported as state-registered
Registration date: 2022-02-08
- CLYM LLC
Firm CRD 318567 · CA · Reported as state-registered
Registration date: 2022-03-15
- CLARITY WEALTH MANAGEMENT LLC
Firm CRD 318575 · CA · Reported as state-registered
Registration date: 2022-07-13
- DIOGENES FINANCIAL LLC
Firm CRD 318576 · WA · Reported as state-registered
Registration date: 2022-05-18
- NAVOLIO & TALLMAN ADVISORS LLC
Firm CRD 318582 · CA · Reported as state-registered
Registration date: 2022-07-19
- BAYOU BRIDGE CAPITAL ADVISORS, LLC
Firm CRD 318595 · TX · Reported as state-registered
Registration date: 2022-04-04
- WISE ASSET MANAGEMENT L.L.C.
Firm CRD 318614 · CA · Reported as state-registered
Registration date: 2022-03-14
- LIFE UNLOCKED PARTNERS LLC
Firm CRD 318642 · CA · Reported as state-registered
Registration date: 2022-05-11
- ANDANTE FINANCIAL
Firm CRD 318656 · CA · Reported as state-registered
Registration date: 2022-02-09
- LEFTSKEWED INVESTMENT MANAGEMENT, LLC
Firm CRD 318669 · TX · Reported as state-registered
Registration date: 2026-01-28
- DURABLE DIVIDEND GROWTH STRATEGIES, L.P.
Firm CRD 318676 · TX · Reported as state-registered
Registration date: 2022-04-13
- THE WEALTH MASTERY, LLC
Firm CRD 318682 · CA · Reported as state-registered
Registration date: 2022-06-22
- INCEPTION FINANCIAL SERVICES
Firm CRD 318694 · CA · Reported as state-registered
Registration date: 2023-01-26
- SUTTLE CROSSLAND WEALTH ADVISORS, LLC
Firm CRD 318700 · AZ · Reported as state-registered
Registration date: 2022-03-02
- SUTTLE CROSSLAND WEALTH ADVISORS, LLC
Firm CRD 318700 · CA · Reported as state-registered
Registration date: 2025-01-28
- FLIGHTPATH FINANCIAL PLANNING
Firm CRD 318701 · CA · Reported as state-registered
Registration date: 2022-06-17
- ARTHAM ADVISORS
Firm CRD 318709 · TX · Reported as state-registered
Registration date: 2022-02-23
- OLD DRAKE, LLC
Firm CRD 318720 · TX · Reported as state-registered
Registration date: 2022-03-22
- APPLIED WEALTH MANAGEMENT
Firm CRD 318732 · CA · Reported as state-registered
Registration date: 2022-04-29
- WILKINS ADVISORS, LLC
Firm CRD 318746 · TX · Reported as state-registered
Registration date: 2022-04-27
- US GROWTH PARTNERS, LLC
Firm CRD 318763 · TX · Reported as state-registered
Registration date: 2022-02-22
- FINN WEALTH MANAGEMENT LLC
Firm CRD 318774 · WA · Reported as state-registered
Registration date: 2022-05-06
- SELVA EQUITIES, LLC
Firm CRD 318779 · TX · Reported as state-registered
Registration date: 2022-03-22
- INTEGRITY FINANCIAL GROUP
Firm CRD 318877 · TX · Reported as state-registered
Registration date: 2022-11-02
- GREATDANE INVESTMENT LLC
Firm CRD 318880 · CA · Reported as state-registered
Registration date: 2026-09-24