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.
674 published state registrations on 674 distinct firm CRDs.
- STRONGHOLD CAPITAL PARTNERS LLC
Firm CRD 315763 · AZ · Reported as state-registered
Registration date: 2021-08-23
- ILIAD WEALTH SOLUTIONS
Firm CRD 315826 · AZ · Reported as state-registered
Registration date: 2022-10-13
- PENN ADVISORY GROUP INC.
Firm CRD 315991 · AZ · Reported as state-registered
Registration date: 2026-05-22
- EVOLVE WEALTH ADVISORS LP
Firm CRD 316038 · AZ · Reported as state-registered
Registration date: 2022-04-21
- INVESTEDGE PLANNING
Firm CRD 316167 · AZ · Reported as state-registered
Registration date: 2024-04-10
- FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC.
Firm CRD 316194 · AZ · Reported as state-registered
Registration date: 2021-11-09
- CAREFREE INVESTMENT CONSULTING
Firm CRD 316197 · AZ · Reported as state-registered
Registration date: 2021-09-28
- FRESH FORWARD
Firm CRD 316328 · AZ · Reported as state-registered
Registration date: 2025-06-19
- BRIDGE THE GAP RETIREMENT PLANNERS
Firm CRD 316508 · AZ · Reported as state-registered
Registration date: 2022-07-12
- DCA ADVISORY, LLC
Firm CRD 316832 · AZ · Reported as state-registered
Registration date: 2022-02-24
- ZQUANT ADVISORY, LLC
Firm CRD 317368 · AZ · Reported as state-registered
Registration date: 2022-03-02
- FOUNDATION WEALTH & TAX ADVISORS, LLC
Firm CRD 317596 · AZ · Reported as state-registered
Registration date: 2026-06-24
- TRUE FIDUCIARY FINANCIAL ADVISORS, LLC
Firm CRD 317770 · AZ · Reported as state-registered
Registration date: 2022-01-10
- CARLSON WEALTH, LLC
Firm CRD 318362 · AZ · Reported as state-registered
Registration date: 2024-05-17
- SUTTLE CROSSLAND WEALTH ADVISORS, LLC
Firm CRD 318700 · AZ · Reported as state-registered
Registration date: 2022-03-02
- KRM ADVISORY SERVICES
Firm CRD 319206 · AZ · Reported as state-registered
Registration date: 2025-02-27
- GREEN PEAKS PLANNING
Firm CRD 319207 · AZ · Reported as state-registered
Registration date: 2022-04-06
- PINNACLE FINANCIAL FREEDOM LLC
Firm CRD 319369 · AZ · Reported as state-registered
Registration date: 2022-04-15
- ENVISION RETIREMENT LLC
Firm CRD 319587 · AZ · Reported as state-registered
Registration date: 2022-07-22
- BOWMAN RETIREMENT PLANNING
Firm CRD 321121 · AZ · Reported as state-registered
Registration date: 2022-08-17
- LIFE MOVES WEALTH MANAGEMENT
Firm CRD 321261 · AZ · Reported as state-registered
Registration date: 2022-05-12
- ROBINSON STOCKS
Firm CRD 321752 · AZ · Reported as state-registered
Registration date: 2022-06-22
- DYNIC WEALTH MANAGEMENT LLC
Firm CRD 321782 · AZ · Reported as state-registered
Registration date: 2022-10-26
- LIFESTYLE PLANNING, LLC
Firm CRD 321856 · AZ · Reported as state-registered
Registration date: 2022-09-26
- IAFF-FC ADVISORS LLC
Firm CRD 322040 · AZ · Reported as state-registered
Registration date: 2023-09-08