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.
- MAGNOLIA GROWTH CAPITAL
Firm CRD 322030 · CA · Reported as state-registered
Registration date: 2022-08-22
- IAFF-FC ADVISORS LLC
Firm CRD 322040 · AZ · Reported as state-registered
Registration date: 2023-09-08
- IAFF-FC ADVISORS LLC
Firm CRD 322040 · CA · Reported as state-registered
Registration date: 2023-07-31
- IAFF-FC ADVISORS LLC
Firm CRD 322040 · TX · Reported as state-registered
Registration date: 2023-09-21
- IAFF-FC ADVISORS LLC
Firm CRD 322040 · WA · Reported as state-registered
Registration date: 2025-01-02
- TIP GROUP LLC
Firm CRD 322053 · TX · Reported as state-registered
Registration date: 2022-09-06
- BRAVA FINANCIAL
Firm CRD 322054 · CA · Reported as state-registered
Registration date: 2022-07-11
- BRAVA FINANCIAL
Firm CRD 322054 · WA · Reported as state-registered
Registration date: 2024-08-16
- ELDON REESE ADVISORY GROUP
Firm CRD 322069 · WA · Reported as state-registered
Registration date: 2023-02-09
- PHIBBS FINANCIAL
Firm CRD 322093 · CA · Reported as state-registered
Registration date: 2026-01-09
- DESERT CAPITAL MANAGEMENT GROUP, INC
Firm CRD 322100 · CA · Reported as state-registered
Registration date: 2023-02-13
- WEALTH IN YOURSELF LLC
Firm CRD 322123 · CA · Reported as state-registered
Registration date: 2022-09-02
- WEALTH IN YOURSELF LLC
Firm CRD 322123 · TX · Reported as state-registered
Registration date: 2023-01-05
- WEALTH READY
Firm CRD 322146 · TX · Reported as state-registered
Registration date: 2022-08-25
- FIND YOUR FI
Firm CRD 322147 · CA · Reported as state-registered
Registration date: 2023-02-16
- CORPORATE & INSTITUTIONAL SERVICES, LLC
Firm CRD 322177 · TX · Reported as state-registered
Registration date: 2022-07-26
- CREATIVE FINANCIAL ADVISOR GROUP LLC
Firm CRD 322212 · CA · Reported as state-registered
Registration date: 2022-08-25
- FIDUCIARY ARCHITECTS LLC
Firm CRD 322251 · AZ · Reported as state-registered
Registration date: 2025-07-23
- FIDUCIARY ARCHITECTS LLC
Firm CRD 322251 · CA · Reported as state-registered
Registration date: 2022-09-13
- DYNAMIC FINANCIAL PLANNING
Firm CRD 322253 · AZ · Reported as state-registered
Registration date: 2022-07-12
- ODYSSEY FINANCIAL SERVICES LLC
Firm CRD 322254 · CA · Reported as state-registered
Registration date: 2022-09-20
- RUBY PEBBLE FINANCIAL PLANNING LLC
Firm CRD 322267 · CA · Reported as state-registered
Registration date: 2026-08-26
- RUBY PEBBLE FINANCIAL PLANNING LLC
Firm CRD 322267 · WA · Reported as state-registered
Registration date: 2022-10-12
- FINEBERG FINANCIAL MANAGEMENT LLC
Firm CRD 322268 · CA · Reported as state-registered
Registration date: 2023-02-17
- FEDELI FINANCIAL, LLC
Firm CRD 322269 · CA · Reported as state-registered
Registration date: 2023-01-01