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.
600 published state registrations on 600 distinct firm CRDs.
- ALITUS FINANCIAL SERVICES
Firm CRD 326296 · WA · Reported as state-registered
Registration date: 2024-07-17
- KENNEY WEALTH PLANNING & MANAGEMENT
Firm CRD 326449 · WA · Reported as state-registered
Registration date: 2023-10-18
- RX WEALTH MANAGEMENT
Firm CRD 326737 · WA · Reported as state-registered
Registration date: 2024-01-09
- FINANCIAL PLANNING FOR REAL PEOPLE PLLC
Firm CRD 326918 · WA · Reported as state-registered
Registration date: 2024-01-02
- ZETLMAIER WEALTH MANAGEMENT LLC
Firm CRD 327128 · WA · Reported as state-registered
Registration date: 2024-04-02
- CONVEXITY WEALTH MANAGEMENT, LLC
Firm CRD 327183 · WA · Reported as state-registered
Registration date: 2024-01-19
- COMPOUNDING GEMS ADVISORS, LLC
Firm CRD 327351 · WA · Reported as state-registered
Registration date: 2024-01-02
- THE ROAD AHEAD WEALTH MANAGEMENT LLC
Firm CRD 327403 · WA · Reported as state-registered
Registration date: 2024-02-05
- TELOS WEALTH
Firm CRD 327439 · WA · Reported as state-registered
Registration date: 2024-03-11
- RAIN OR SHINE PLANNING, LLC
Firm CRD 327703 · WA · Reported as state-registered
Registration date: 2024-04-05
- EMP WEALTH MANAGEMENT LLC
Firm CRD 327869 · WA · Reported as state-registered
Registration date: 2024-04-11
- TELOS WEALTH ADVISORS
Firm CRD 328209 · WA · Reported as state-registered
Registration date: 2026-08-31
- WOODLAND WEALTH ADVISORS
Firm CRD 328264 · WA · Reported as state-registered
Registration date: 2024-03-12
- RADIX WEALTH
Firm CRD 328329 · WA · Reported as state-registered
Registration date: 2024-03-07
- RAIN DOG FINANCIAL
Firm CRD 328633 · WA · Reported as state-registered
Registration date: 2024-04-09
- UPFRONT FINANCIAL PLANNING, LLC
Firm CRD 328638 · WA · Reported as state-registered
Registration date: 2024-02-16
- STRATEGIC FINANCE INC.
Firm CRD 328828 · WA · Reported as state-registered
Registration date: 2025-07-31
- BLUE RIVER CAPITAL MANAGEMENT
Firm CRD 328888 · WA · Reported as state-registered
Registration date: 2024-01-31
- EQUAL PATH INVESTMENTS
Firm CRD 329289 · WA · Reported as state-registered
Registration date: 2024-07-16
- FOLSOM WEALTH ADVISORS
Firm CRD 329515 · WA · Reported as state-registered
Registration date: 2025-04-08
- ONWARD FINANCIAL ADVISING LLC
Firm CRD 329602 · WA · Reported as state-registered
Registration date: 2024-04-30
- FONDAHN FINANCIAL
Firm CRD 329680 · WA · Reported as state-registered
Registration date: 2025-01-10
- TRUVISTA ADVISORS LLC
Firm CRD 329785 · WA · Reported as state-registered
Registration date: 2024-06-06
- PENDLEBURY HALL ADVISORS, LLC
Firm CRD 330085 · WA · Reported as state-registered
Registration date: 2024-07-30
- CHANGE WEALTH ADVISORS
Firm CRD 330182 · WA · Reported as state-registered
Registration date: 2025-03-31