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.
- FREEDOM DAY WEALTH MANAGEMENT LLC
Firm CRD 323916 · TX · Reported as state-registered
Registration date: 2022-12-07
- GOODRICH FINANCIAL ADVISORY LLC
Firm CRD 323934 · TX · Reported as state-registered
Registration date: 2022-11-03
- JANUS FINANCIAL
Firm CRD 323940 · AZ · Reported as state-registered
Registration date: 2023-01-04
- KHALIS FINANCIAL ADVISORS LLC
Firm CRD 323950 · CA · Reported as state-registered
Registration date: 2023-04-27
- MOLANO WEALTH MANAGEMENT
Firm CRD 323967 · CA · Reported as state-registered
Registration date: 2023-03-03
- KIPOS WEALTH
Firm CRD 323987 · TX · Reported as state-registered
Registration date: 2023-10-12
- EDWIN CHIANG INVESTMENT ADVISOR
Firm CRD 323996 · CA · Reported as state-registered
Registration date: 2023-01-03
- CORNERSTONE FINANCIAL PLANNING
Firm CRD 324007 · CA · Reported as state-registered
Registration date: 2025-07-15
- LOTUSLAND PROPERTIES
Firm CRD 324016 · CA · Reported as state-registered
Registration date: 2022-12-14
- BLACKHAWK FINANCIAL ADVISORS
Firm CRD 324019 · CA · Reported as state-registered
Registration date: 2023-04-19
- INSTITUTIONAL INVESTING ENHANCEMENT LLC
Firm CRD 324021 · CA · Reported as state-registered
Registration date: 2023-06-23
- INSTITUTIONAL INVESTING ENHANCEMENT LLC
Firm CRD 324021 · TX · Reported as state-registered
Registration date: 2023-06-19
- SORUNKE WEALTH ADVISORS
Firm CRD 324023 · CA · Reported as state-registered
Registration date: 2022-11-23
- KEDREC LLC
Firm CRD 324024 · TX · Reported as state-registered
Registration date: 2026-01-12
- MT. TIMP CAPITAL
Firm CRD 324028 · CA · Reported as state-registered
Registration date: 2023-02-21
- CEDARLINE CAPITAL
Firm CRD 324033 · TX · Reported as state-registered
Registration date: 2024-10-30
- CST FINANCIAL ADVISORY LLC
Firm CRD 324035 · CA · Reported as state-registered
Registration date: 2023-06-01
- CST FINANCIAL ADVISORY LLC
Firm CRD 324035 · TX · Reported as state-registered
Registration date: 2022-12-21
- WEALTH FINANCIAL GROUP WEST, INC.
Firm CRD 324051 · CA · Reported as state-registered
Registration date: 2022-12-16
- WEALTH FINANCIAL GROUP WEST, INC.
Firm CRD 324051 · TX · Reported as state-registered
Registration date: 2022-12-21
- VANTAGE WEALTH MANAGEMENT LLC
Firm CRD 324061 · TX · Reported as state-registered
Registration date: 2023-03-06
- SECRETX ASSETS
Firm CRD 324067 · TX · Reported as state-registered
Registration date: 2025-02-20
- SAN ANTONIO WEALTH, LLC
Firm CRD 324080 · TX · Reported as state-registered
Registration date: 2023-08-30
- ELEVATION WEALTH PARTNERS, LLC
Firm CRD 324083 · TX · Reported as state-registered
Registration date: 2023-02-06
- VALLEY CENTER ADVISORS
Firm CRD 324084 · CA · Reported as state-registered
Registration date: 2023-02-03