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.
- HIGH NOTE FINANCIAL LLC
Firm CRD 322427 · WA · Reported as state-registered
Registration date: 2022-09-07
- PLANFUL FINANCE LLC
Firm CRD 322439 · WA · Reported as state-registered
Registration date: 2023-07-12
- LEGION PRIVATE WEALTH MANAGEMENT
Firm CRD 322476 · WA · Reported as state-registered
Registration date: 2023-04-07
- SCHREINER FINANCIAL SOLUTIONS
Firm CRD 322497 · WA · Reported as state-registered
Registration date: 2023-03-24
- FAIRE CAPITAL GROUP
Firm CRD 322829 · WA · Reported as state-registered
Registration date: 2022-12-21
- WIDE EYE CAPITAL
Firm CRD 322886 · WA · Reported as state-registered
Registration date: 2024-10-09
- SUNNYBRANCH WEALTH LLC
Firm CRD 323075 · WA · Reported as state-registered
Registration date: 2025-09-12
- EMBOLDENFP
Firm CRD 323352 · WA · Reported as state-registered
Registration date: 2023-01-20
- CRAIG FAMILY OFFICE
Firm CRD 323358 · WA · Reported as state-registered
Registration date: 2023-02-15
- ADVENT CAPITAL STRATEGIES, LLC
Firm CRD 323372 · WA · Reported as state-registered
Registration date: 2023-01-09
- GALLO LUPO LLC
Firm CRD 323381 · WA · Reported as state-registered
Registration date: 2023-03-15
- STRATEGY CAP, LLC
Firm CRD 323391 · WA · Reported as state-registered
Registration date: 2024-01-19
- BUOYANCY CAPITAL
Firm CRD 323521 · WA · Reported as state-registered
Registration date: 2023-06-16
- CEVA ADVISORS
Firm CRD 323561 · WA · Reported as state-registered
Registration date: 2023-06-22
- WALTIUM INVESTMENT ADVISORS
Firm CRD 324406 · WA · Reported as state-registered
Registration date: 2023-05-22
- VANTAGE WEALTH MANAGEMENT LLC
Firm CRD 324413 · WA · Reported as state-registered
Registration date: 2024-12-12
- HILTY WEALTH MANAGEMENT LLC
Firm CRD 324529 · WA · Reported as state-registered
Registration date: 2023-04-07
- VICTOR JONES CPA, PC
Firm CRD 324604 · WA · Reported as state-registered
Registration date: 2023-06-28
- CURATED WEALTH SOLUTIONS, LLC
Firm CRD 324663 · WA · Reported as state-registered
Registration date: 2023-12-06
- HUMANIZE WEALTH
Firm CRD 325178 · WA · Reported as state-registered
Registration date: 2023-07-14
- ALTA VIA FINANCIAL PLANNING
Firm CRD 325321 · WA · Reported as state-registered
Registration date: 2023-07-25
- LG FINANCIAL SERVICES, LLC
Firm CRD 325340 · WA · Reported as state-registered
Registration date: 2025-02-19
- GET RICH SLOWLY LLC
Firm CRD 325584 · WA · Reported as state-registered
Registration date: 2024-01-22
- FINANCE WISDOM
Firm CRD 325643 · WA · Reported as state-registered
Registration date: 2023-09-15
- COHO ADVISORY SERVICES, LLC
Firm CRD 325710 · WA · Reported as state-registered
Registration date: 2024-05-10