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.
600 published state registrations on 600 distinct firm CRDs.
- ADELE BRADY BOLSON CPA PS
Firm CRD 116392 · WA · Reported as state-registered
Registration date: 2000-09-25
- GOODRICH & ASSOCIATES, LLC
Firm CRD 116462 · WA · Reported as state-registered
Registration date: 2012-06-22
- PERFORMANCE TRACKING INC.
Firm CRD 116575 · WA · Reported as state-registered
Registration date: 1992-02-19
- GILLESPIE ASSOCIATES LLC.
Firm CRD 116643 · WA · Reported as state-registered
Registration date: 1998-03-23
- TACOMA INVESTMENT GROUP
Firm CRD 116741 · WA · Reported as state-registered
Registration date: 1995-03-10
- PAYSSE JENNISON FINANCIAL ADVISORS, PAYSSE JENNISON
Firm CRD 116752 · WA · Reported as state-registered
Registration date: 2012-06-13
- FLECKENSTEIN CAPITAL, INC.
Firm CRD 116810 · WA · Reported as state-registered
Registration date: 1996-06-19
- DENNER CAPITAL MANAGEMENT
Firm CRD 116879 · WA · Reported as state-registered
Registration date: 1999-07-27
- WILKISON INVESTMENT SERVICES, LLC
Firm CRD 116880 · WA · Reported as state-registered
Registration date: 1997-08-06
- TALLEY FINANCIAL
Firm CRD 117053 · WA · Reported as state-registered
Registration date: 1997-04-08
- WATERHILL CAPITAL, LLC
Firm CRD 117090 · WA · Reported as state-registered
Registration date: 2001-02-01
- CORNERSTONE ASSET MANAGEMENT, LLC
Firm CRD 117094 · WA · Reported as state-registered
Registration date: 1999-09-01
- ALEGRIA ASSET MANAGEMENT
Firm CRD 117125 · WA · Reported as state-registered
Registration date: 1997-06-17
- TOEPEL INVESTMENT COUNSEL, INC.
Firm CRD 117174 · WA · Reported as state-registered
Registration date: 1995-02-09
- APEX ADVISORY GROUP, INC.
Firm CRD 117183 · WA · Reported as state-registered
Registration date: 1990-03-05
- JOHN N. CARMODY D.D.S. CFP, INC.
Firm CRD 117200 · WA · Reported as state-registered
Registration date: 1996-02-01
- WERNER & C0. RIA, PLLC
Firm CRD 117204 · WA · Reported as state-registered
Registration date: 1990-11-07
- MELLOR & ASSOCIATES LLC
Firm CRD 117233 · WA · Reported as state-registered
Registration date: 1996-12-03
- SENIOR FINANCIAL ADVISORS, INC.
Firm CRD 117257 · WA · Reported as state-registered
Registration date: 1997-10-20
- MCRAE CAPITAL MANAGEMENT L.L.C.
Firm CRD 117477 · WA · Reported as state-registered
Registration date: 2025-07-29
- SEATTLE ASSET MANAGEMENT, INC.
Firm CRD 117523 · WA · Reported as state-registered
Registration date: 1994-08-28
- STRATEGIC ASSET MANAGEMENT
Firm CRD 117549 · WA · Reported as state-registered
Registration date: 1995-03-09
- FOCUS CAPITAL, LLC
Firm CRD 118068 · WA · Reported as state-registered
Registration date: 1999-12-17
- J DOSTAL INVESTMENTS
Firm CRD 118085 · WA · Reported as state-registered
Registration date: 1997-04-25
- CLARK NUBER WEALTH MANAGEMENT
Firm CRD 118159 · WA · Reported as state-registered
Registration date: 1992-06-29