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.
- THE WEALTHY PARENT
Firm CRD 326157 · CA · Reported as state-registered
Registration date: 2024-02-12
- CONFIDE
Firm CRD 326192 · CA · Reported as state-registered
Registration date: 2023-05-30
- ALITUS FINANCIAL SERVICES
Firm CRD 326296 · WA · Reported as state-registered
Registration date: 2024-07-17
- BENE WEALTH MANAGEMENT COMPANY
Firm CRD 326301 · CA · Reported as state-registered
Registration date: 2023-06-13
- STARKEL WEALTH ADVISORS, LLC
Firm CRD 326311 · CA · Reported as state-registered
Registration date: 2023-05-18
- STARKEL WEALTH ADVISORS, LLC
Firm CRD 326311 · TX · Reported as state-registered
Registration date: 2025-09-12
- WEALTH STRATEGIES GROUP
Firm CRD 326407 · CA · Reported as state-registered
Registration date: 2024-06-12
- STRASBURG ASSET MANAGEMENT COMPANY LLC
Firm CRD 326412 · CA · Reported as state-registered
Registration date: 2023-08-08
- KENNEY WEALTH PLANNING & MANAGEMENT
Firm CRD 326449 · WA · Reported as state-registered
Registration date: 2023-10-18
- WELLS, FAY
Firm CRD 326454 · CA · Reported as state-registered
Registration date: 2023-05-26
- LUCIDITY WEALTH ADVISORS INC.
Firm CRD 326482 · CA · Reported as state-registered
Registration date: 2023-08-15
- CEDAR RIDGE INVESTMENT MANAGEMENT LLC
Firm CRD 326497 · CA · Reported as state-registered
Registration date: 2023-07-06
- EINSTOK WEALTH MANAGEMENT LLC
Firm CRD 326527 · CA · Reported as state-registered
Registration date: 2023-07-13
- BRICE FINANCIAL ADVISORS INC
Firm CRD 326528 · TX · Reported as state-registered
Registration date: 2026-08-21
- FBS SECURITIES
Firm CRD 326538 · CA · Reported as state-registered
Registration date: 2026-02-06
- FBS SECURITIES
Firm CRD 326538 · TX · Reported as state-registered
Registration date: 2023-07-21
- 364 INVESTING, LLC
Firm CRD 326563 · TX · Reported as state-registered
Registration date: 2024-10-01
- ARKA FINANCIAL SERVICES L.L.C.
Firm CRD 326568 · TX · Reported as state-registered
Registration date: 2023-08-07
- GLOBAL IMPACT WEALTH MANAGEMENT
Firm CRD 326638 · CA · Reported as state-registered
Registration date: 2023-05-19
- WEALTHLOGIC
Firm CRD 326644 · AZ · Reported as state-registered
Registration date: 2023-09-08
- HAYWOOD WEALTH MANAGEMENT
Firm CRD 326649 · CA · Reported as state-registered
Registration date: 2023-06-09
- HAYWOOD WEALTH MANAGEMENT
Firm CRD 326649 · TX · Reported as state-registered
Registration date: 2023-05-25
- DISCIPLINED GROWTH CAPITAL, LLC
Firm CRD 326666 · CA · Reported as state-registered
Registration date: 2023-06-02
- BEYOND WEALTH ADVISORY LLC
Firm CRD 326675 · CA · Reported as state-registered
Registration date: 2023-12-05
- T. SHARP WEALTH MANAGEMENT
Firm CRD 326734 · CA · Reported as state-registered
Registration date: 2023-06-16