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.
- LEGACY FOLIOS
Firm CRD 323319 · TX · Reported as state-registered
Registration date: 2022-09-21
- BLACKLINES FINANCIAL
Firm CRD 323340 · AZ · Reported as state-registered
Registration date: 2026-04-29
- BLACKLINES FINANCIAL
Firm CRD 323340 · CA · Reported as state-registered
Registration date: 2023-01-20
- BLACKLINES FINANCIAL
Firm CRD 323340 · TX · Reported as state-registered
Registration date: 2025-06-06
- OWTUR INVESTMENT ADVISORS, LLC
Firm CRD 323349 · TX · Reported as state-registered
Registration date: 2025-02-13
- EMBOLDENFP
Firm CRD 323352 · CA · Reported as state-registered
Registration date: 2024-12-06
- 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
- IMPACT FINANCIAL, LLC
Firm CRD 323394 · TX · Reported as state-registered
Registration date: 2024-09-18
- BENTWOOD INVESTMENT ADVISORY
Firm CRD 323415 · TX · Reported as state-registered
Registration date: 2022-11-16
- TAYLORS FINANCIAL
Firm CRD 323416 · TX · Reported as state-registered
Registration date: 2023-01-23
- CORBETT WEALTH MANAGEMENT LLC
Firm CRD 323421 · AZ · Reported as state-registered
Registration date: 2022-11-18
- PINNACLE STREAM CAPITAL LLC
Firm CRD 323426 · TX · Reported as state-registered
Registration date: 2022-10-12
- ATAI CAPITAL MANAGEMENT LLC
Firm CRD 323427 · TX · Reported as state-registered
Registration date: 2022-10-27
- OVERWATCH MANAGEMENT
Firm CRD 323450 · CA · Reported as state-registered
Registration date: 2022-12-15
- INSIDE ARBITRAGE ADVISORS, LLC
Firm CRD 323455 · CA · Reported as state-registered
Registration date: 2023-01-01
- RETIREMENT ROADMAP FINANCIAL PLANNING
Firm CRD 323469 · CA · Reported as state-registered
Registration date: 2022-11-04
- WEALTH ADVISORY LAB LLC
Firm CRD 323472 · CA · Reported as state-registered
Registration date: 2022-10-21
- PMA WEALTH MANAGEMENT
Firm CRD 323475 · CA · Reported as state-registered
Registration date: 2022-11-21
- EDEN FINANCIAL
Firm CRD 323479 · CA · Reported as state-registered
Registration date: 2023-01-18
- TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC
Firm CRD 323492 · CA · Reported as state-registered
Registration date: 2023-02-16
- BUOYANCY CAPITAL
Firm CRD 323521 · WA · Reported as state-registered
Registration date: 2023-06-16