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.
- WEALTHSIGHTS INVESTMENT MANAGEMENT, LLC
Firm CRD 324978 · CA · Reported as state-registered
Registration date: 2023-03-13
- FRUIT OF THE VINE FINANCIAL, LLC
Firm CRD 325004 · TX · Reported as state-registered
Registration date: 2023-03-23
- FEATHERSTONE INVESTMENT ADVISORY
Firm CRD 325023 · TX · Reported as state-registered
Registration date: 2026-08-04
- ALLEGIANCE ADVISORS, INC
Firm CRD 325075 · TX · Reported as state-registered
Registration date: 2023-07-11
- MARI LEGACY GROUP, LLC
Firm CRD 325087 · CA · Reported as state-registered
Registration date: 2023-08-17
- FIRN ADVISORS LLC
Firm CRD 325097 · CA · Reported as state-registered
Registration date: 2023-06-15
- NORTHSTAR WEALTH MANAGEMENT LLC
Firm CRD 325128 · CA · Reported as state-registered
Registration date: 2023-03-23
- LASTING MARK RETIREMENT GROUP LLC
Firm CRD 325151 · TX · Reported as state-registered
Registration date: 2025-07-17
- CAP SIX ADVISORS
Firm CRD 325164 · TX · Reported as state-registered
Registration date: 2023-06-15
- INTEGRATED PLANNING & INVESTMENTS
Firm CRD 325172 · CA · Reported as state-registered
Registration date: 2023-04-10
- INTEGRATED PLANNING & INVESTMENTS
Firm CRD 325172 · TX · Reported as state-registered
Registration date: 2023-04-12
- HUMANIZE WEALTH
Firm CRD 325178 · WA · Reported as state-registered
Registration date: 2023-07-14
- NEYA CAPITAL
Firm CRD 325185 · CA · Reported as state-registered
Registration date: 2023-03-17
- THREE MAIN POINTS LLC
Firm CRD 325191 · CA · Reported as state-registered
Registration date: 2023-04-05
- CULBRETH WEALTH MANAGEMENT
Firm CRD 325196 · TX · Reported as state-registered
Registration date: 2024-02-01
- LEXUS WEALTH MANAGEMENT
Firm CRD 325200 · TX · Reported as state-registered
Registration date: 2023-07-27
- BARTON FINANCIAL GROUP LLC
Firm CRD 325215 · TX · Reported as state-registered
Registration date: 2023-05-30
- MARIN FINANCIAL LLC
Firm CRD 325239 · TX · Reported as state-registered
Registration date: 2023-03-23
- TACTICAL TAX WEALTH MANAGEMENT
Firm CRD 325242 · AZ · Reported as state-registered
Registration date: 2023-04-19
- TACTICAL TAX WEALTH MANAGEMENT
Firm CRD 325242 · TX · Reported as state-registered
Registration date: 2024-05-09
- AMAZONITE INVESTMENTS LLC
Firm CRD 325264 · TX · Reported as state-registered
Registration date: 2023-04-20
- DIGNITY WEALTH, PLLC
Firm CRD 325296 · TX · Reported as state-registered
Registration date: 2023-08-22
- AMANA ADVISORS
Firm CRD 325301 · TX · Reported as state-registered
Registration date: 2023-07-17
- 212 WEALTH MANAGEMENT
Firm CRD 325317 · AZ · Reported as state-registered
Registration date: 2023-03-31
- 212 WEALTH MANAGEMENT
Firm CRD 325317 · CA · Reported as state-registered
Registration date: 2024-03-21