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.
- JPL WEALTH MANAGEMENT
Firm CRD 324503 · CA · Reported as state-registered
Registration date: 2023-04-05
- JPL WEALTH MANAGEMENT
Firm CRD 324503 · TX · Reported as state-registered
Registration date: 2023-03-31
- QRIA, INC.
Firm CRD 324506 · AZ · Reported as state-registered
Registration date: 2023-05-23
- QRIA, INC.
Firm CRD 324506 · CA · Reported as state-registered
Registration date: 2023-07-07
- STROUD INVESTMENT CONSULTING
Firm CRD 324507 · TX · Reported as state-registered
Registration date: 2023-05-24
- HILTY WEALTH MANAGEMENT LLC
Firm CRD 324529 · WA · Reported as state-registered
Registration date: 2023-04-07
- APP
Firm CRD 324537 · CA · Reported as state-registered
Registration date: 2023-01-26
- SCIENTIFIC FINANCIAL
Firm CRD 324543 · TX · Reported as state-registered
Registration date: 2023-02-13
- DIVERGENT CAPITAL ASSET MANAGEMENT LLC
Firm CRD 324549 · CA · Reported as state-registered
Registration date: 2023-11-27
- DIVERGENT CAPITAL ASSET MANAGEMENT LLC
Firm CRD 324549 · TX · Reported as state-registered
Registration date: 2023-11-09
- PHOUNDATIONAL LLC
Firm CRD 324552 · CA · Reported as state-registered
Registration date: 2023-05-04
- ECHO WEALTH PARTNERS
Firm CRD 324584 · CA · Reported as state-registered
Registration date: 2024-03-29
- GOLD PATH INVESTMENT GROUP
Firm CRD 324590 · CA · Reported as state-registered
Registration date: 2023-02-23
- VICTOR JONES CPA, PC
Firm CRD 324604 · CA · Reported as state-registered
Registration date: 2023-09-20
- VICTOR JONES CPA, PC
Firm CRD 324604 · WA · Reported as state-registered
Registration date: 2023-06-28
- GREENERBUCKS
Firm CRD 324622 · CA · Reported as state-registered
Registration date: 2023-02-03
- SMART PORTFOLIO
Firm CRD 324633 · CA · Reported as state-registered
Registration date: 2026-02-25
- CURATED WEALTH SOLUTIONS, LLC
Firm CRD 324663 · CA · Reported as state-registered
Registration date: 2023-05-03
- CURATED WEALTH SOLUTIONS, LLC
Firm CRD 324663 · WA · Reported as state-registered
Registration date: 2023-12-06
- COW CAPITAL INC
Firm CRD 324665 · CA · Reported as state-registered
Registration date: 2023-10-27
- DAE WEALTH MANAGEMENT
Firm CRD 324692 · CA · Reported as state-registered
Registration date: 2023-01-25
- PERSONAL BEST FINANCIAL LLC
Firm CRD 324747 · CA · Reported as state-registered
Registration date: 2023-02-08
- SACHI FINANCIAL PLANNING
Firm CRD 324752 · CA · Reported as state-registered
Registration date: 2023-01-27
- AP24 CAPITAL
Firm CRD 324864 · CA · Reported as state-registered
Registration date: 2023-03-23
- AGGREGATE FINANCIAL SERVICES, INC.
Firm CRD 324945 · CA · Reported as state-registered
Registration date: 2025-04-17