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.
- YAYATI ASSET MANAGEMENT, LLC
Firm CRD 324099 · CA · Reported as state-registered
Registration date: 2023-05-19
- BALANCED WEALTH, INC.
Firm CRD 324140 · AZ · Reported as state-registered
Registration date: 2023-07-21
- BALANCED WEALTH, INC.
Firm CRD 324140 · CA · Reported as state-registered
Registration date: 2023-09-29
- GIBSON MONROE WEALTH ADVISORS
Firm CRD 324146 · CA · Reported as state-registered
Registration date: 2023-01-01
- GREEN ERA FINANCIAL LLC
Firm CRD 324150 · CA · Reported as state-registered
Registration date: 2023-02-17
- IMPACT WEALTH MANAGEMENT
Firm CRD 324168 · AZ · Reported as state-registered
Registration date: 2023-07-25
- FREEDOM WEALTH COACHING, LLC
Firm CRD 324178 · TX · Reported as state-registered
Registration date: 2023-08-22
- RIGHTWISE WEALTH
Firm CRD 324252 · CA · Reported as state-registered
Registration date: 2024-09-20
- OM INVESTMENTS
Firm CRD 324256 · TX · Reported as state-registered
Registration date: 2023-01-03
- PYSNIK FINANCIAL, LLC
Firm CRD 324261 · CA · Reported as state-registered
Registration date: 2023-08-07
- RESET FINANCIAL PLANNING LLC
Firm CRD 324322 · AZ · Reported as state-registered
Registration date: 2023-07-27
- RESET FINANCIAL PLANNING LLC
Firm CRD 324322 · CA · Reported as state-registered
Registration date: 2024-04-10
- HARVEY WEALTH MANAGEMENT LLC
Firm CRD 324344 · CA · Reported as state-registered
Registration date: 2023-05-19
- JACKSON PEAK CAPITAL LLC
Firm CRD 324352 · CA · Reported as state-registered
Registration date: 2023-01-01
- GOOD BALANCE FP LLC
Firm CRD 324354 · CA · Reported as state-registered
Registration date: 2023-01-31
- FUTURE CAPITAL MANAGEMENT INC.
Firm CRD 324378 · TX · Reported as state-registered
Registration date: 2023-03-07
- SAFE HARBOR ASSETS
Firm CRD 324397 · CA · Reported as state-registered
Registration date: 2023-02-01
- WATERFRONT ADVISORS
Firm CRD 324398 · CA · Reported as state-registered
Registration date: 2023-01-10
- 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
- LEGACY WEALTH ADVISORS, LTD.
Firm CRD 324442 · AZ · Reported as state-registered
Registration date: 2023-02-01
- SEVEY WEALTH ADVISORS
Firm CRD 324450 · TX · Reported as state-registered
Registration date: 2023-01-05
- WALNUT HILL WEALTH MANAGEMENT
Firm CRD 324453 · TX · Reported as state-registered
Registration date: 2023-04-14
- DAN HASSEY INVESTMENT ADVISORY
Firm CRD 324462 · CA · Reported as state-registered
Registration date: 2023-03-13
- AKKADIAN WEALTH LLC
Firm CRD 324482 · AZ · Reported as state-registered
Registration date: 2023-02-08