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.
674 published state registrations on 674 distinct firm CRDs.
- FIDUCIARY ARCHITECTS LLC
Firm CRD 322251 · AZ · Reported as state-registered
Registration date: 2025-07-23
- DYNAMIC FINANCIAL PLANNING
Firm CRD 322253 · AZ · Reported as state-registered
Registration date: 2022-07-12
- EXEMPLAR WEALTH ADVISORS, LLC
Firm CRD 322419 · AZ · Reported as state-registered
Registration date: 2022-08-31
- FORWARD FINANCIAL PLANNING LLC
Firm CRD 322647 · AZ · Reported as state-registered
Registration date: 2026-09-11
- FERN FINANCIAL GROUP, LLC
Firm CRD 322658 · AZ · Reported as state-registered
Registration date: 2022-09-16
- PURE FINANCIAL LLC
Firm CRD 322781 · AZ · Reported as state-registered
Registration date: 2022-08-10
- MDRN WEALTH
Firm CRD 323177 · AZ · Reported as state-registered
Registration date: 2022-09-16
- MARGO FINANCIAL
Firm CRD 323290 · AZ · Reported as state-registered
Registration date: 2022-10-21
- SMARTALPHA WEALTH ADVISORS LLC
Firm CRD 323310 · AZ · Reported as state-registered
Registration date: 2023-01-01
- COLE FINANCIAL ADVISORS, INC.
Firm CRD 323312 · AZ · Reported as state-registered
Registration date: 2023-03-09
- BLACKLINES FINANCIAL
Firm CRD 323340 · AZ · Reported as state-registered
Registration date: 2026-04-29
- CORBETT WEALTH MANAGEMENT LLC
Firm CRD 323421 · AZ · Reported as state-registered
Registration date: 2022-11-18
- DONOVAN LEGACY ADVISORS, LLC
Firm CRD 323659 · AZ · Reported as state-registered
Registration date: 2023-11-29
- CONFLUENT ASSET MANAGEMENT LLC
Firm CRD 323760 · AZ · Reported as state-registered
Registration date: 2023-01-01
- TWOGOOD FINANCIAL SERVICES, INC.
Firm CRD 323812 · AZ · Reported as state-registered
Registration date: 2022-12-19
- REACH ONE TEACH ONE FINANCIAL
Firm CRD 323834 · AZ · Reported as state-registered
Registration date: 2023-01-04
- JANUS FINANCIAL
Firm CRD 323940 · AZ · Reported as state-registered
Registration date: 2023-01-04
- BALANCED WEALTH, INC.
Firm CRD 324140 · AZ · Reported as state-registered
Registration date: 2023-07-21
- IMPACT WEALTH MANAGEMENT
Firm CRD 324168 · AZ · Reported as state-registered
Registration date: 2023-07-25
- RESET FINANCIAL PLANNING LLC
Firm CRD 324322 · AZ · Reported as state-registered
Registration date: 2023-07-27
- LEGACY WEALTH ADVISORS, LTD.
Firm CRD 324442 · AZ · Reported as state-registered
Registration date: 2023-02-01
- AKKADIAN WEALTH LLC
Firm CRD 324482 · AZ · Reported as state-registered
Registration date: 2023-02-08
- QRIA, INC.
Firm CRD 324506 · AZ · Reported as state-registered
Registration date: 2023-05-23
- TACTICAL TAX WEALTH MANAGEMENT
Firm CRD 325242 · AZ · Reported as state-registered
Registration date: 2023-04-19
- 212 WEALTH MANAGEMENT
Firm CRD 325317 · AZ · Reported as state-registered
Registration date: 2023-03-31