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.
- TRAILWISE FINANCIAL PARTNERS, LLC
Firm CRD 323530 · TX · Reported as state-registered
Registration date: 2022-12-20
- COR3 INVESTMENT PARTNERS, LLC
Firm CRD 323536 · TX · Reported as state-registered
Registration date: 2024-02-21
- B1 FINANCIAL
Firm CRD 323539 · CA · Reported as state-registered
Registration date: 2026-08-13
- GRANITE RESEARCH, LLC
Firm CRD 323560 · CA · Reported as state-registered
Registration date: 2022-12-16
- CEVA ADVISORS
Firm CRD 323561 · WA · Reported as state-registered
Registration date: 2023-06-22
- TOUPS CAPITAL ADVISORS LLC
Firm CRD 323564 · CA · Reported as state-registered
Registration date: 2022-11-21
- JOSEPH M. SEBO, CFP INC.
Firm CRD 323589 · CA · Reported as state-registered
Registration date: 2022-11-18
- IKIGAI PLANNING
Firm CRD 323594 · CA · Reported as state-registered
Registration date: 2026-06-04
- MAGNOLIA CAPITAL ASSET MANAGEMENT LLC
Firm CRD 323624 · CA · Reported as state-registered
Registration date: 2022-11-10
- GERDES ENERGY RESEARCH LLC
Firm CRD 323631 · TX · Reported as state-registered
Registration date: 2022-10-18
- DONOVAN LEGACY ADVISORS, LLC
Firm CRD 323659 · AZ · Reported as state-registered
Registration date: 2023-11-29
- BLAIR CAPITAL MANAGEMENT
Firm CRD 323660 · CA · Reported as state-registered
Registration date: 2023-01-12
- ENTORO ADVISORS
Firm CRD 323700 · TX · Reported as state-registered
Registration date: 2023-04-12
- ATAROKE WEALTH
Firm CRD 323731 · TX · Reported as state-registered
Registration date: 2022-12-03
- TWINLEAF FINANCIAL ADVISORS
Firm CRD 323737 · CA · Reported as state-registered
Registration date: 2025-03-11
- TWINLEAF FINANCIAL ADVISORS
Firm CRD 323737 · TX · Reported as state-registered
Registration date: 2025-10-02
- NORMA FINANCIAL LLC
Firm CRD 323740 · TX · Reported as state-registered
Registration date: 2022-10-25
- CONFLUENT ASSET MANAGEMENT LLC
Firm CRD 323760 · AZ · Reported as state-registered
Registration date: 2023-01-01
- CREATIVEVEST INC
Firm CRD 323784 · CA · Reported as state-registered
Registration date: 2025-07-18
- ECF WEALTH, INC.
Firm CRD 323808 · CA · Reported as state-registered
Registration date: 2023-02-01
- TWOGOOD FINANCIAL SERVICES, INC.
Firm CRD 323812 · AZ · Reported as state-registered
Registration date: 2022-12-19
- INTEGRA PRIVATE WEALTH MANAGEMENT, LLC
Firm CRD 323816 · TX · Reported as state-registered
Registration date: 2023-02-27
- ELEVATE WEALTH ADVISORS, LLC
Firm CRD 323825 · CA · Reported as state-registered
Registration date: 2023-03-01
- REACH ONE TEACH ONE FINANCIAL
Firm CRD 323834 · AZ · Reported as state-registered
Registration date: 2023-01-04
- RATNER & ASSOCIATES LLC
Firm CRD 323912 · CA · Reported as state-registered
Registration date: 2022-12-07