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.
- RX WEALTH MANAGEMENT
Firm CRD 326737 · WA · Reported as state-registered
Registration date: 2024-01-09
- WULLSCHLEGER GROUP
Firm CRD 326769 · TX · Reported as state-registered
Registration date: 2023-08-02
- WESTERN RESERVE WEALTH MANAGEMENT LLC
Firm CRD 326772 · TX · Reported as state-registered
Registration date: 2023-08-06
- TRILOGY WEALTH MANAGEMENT, LLC
Firm CRD 326773 · TX · Reported as state-registered
Registration date: 2023-07-17
- FORTHRIGHT FINANCIAL SERVICES
Firm CRD 326786 · TX · Reported as state-registered
Registration date: 2023-07-17
- CHRYSADIA FINANCIAL, LLC
Firm CRD 326813 · CA · Reported as state-registered
Registration date: 2023-06-30
- MOUNTAIN AVENUE CAPITAL LLC
Firm CRD 326852 · TX · Reported as state-registered
Registration date: 2023-10-10
- FINANCIAL PLANNING FOR REAL PEOPLE PLLC
Firm CRD 326918 · WA · Reported as state-registered
Registration date: 2024-01-02
- CAISHEN FINANCIAL
Firm CRD 326936 · TX · Reported as state-registered
Registration date: 2023-10-25
- WILEY CAPITAL PARTNERS
Firm CRD 326972 · AZ · Reported as state-registered
Registration date: 2025-05-13
- LYNCH FINANCIAL GROUP
Firm CRD 326983 · CA · Reported as state-registered
Registration date: 2023-08-07
- UNITED SUCCESS WEALTH MANAGEMENT
Firm CRD 327031 · CA · Reported as state-registered
Registration date: 2023-11-02
- TRUEWEALTH SOLUTIONS
Firm CRD 327036 · CA · Reported as state-registered
Registration date: 2025-10-01
- OMNIKEY INVESTMENT ADVISORS
Firm CRD 327041 · CA · Reported as state-registered
Registration date: 2023-07-14
- THOMAS MEYER INVESTMENTS
Firm CRD 327049 · TX · Reported as state-registered
Registration date: 2023-09-06
- DERIK TORRES CPA PC
Firm CRD 327064 · TX · Reported as state-registered
Registration date: 2023-10-06
- SPARROW ADVISORS, LLC
Firm CRD 327087 · TX · Reported as state-registered
Registration date: 2023-10-03
- ARMAS CAPITAL MANAGEMENT, LLC
Firm CRD 327090 · TX · Reported as state-registered
Registration date: 2023-08-16
- RED NIGHT CAPITAL LLC
Firm CRD 327108 · AZ · Reported as state-registered
Registration date: 2023-08-04
- BONANNI, FRANK
Firm CRD 327111 · CA · Reported as state-registered
Registration date: 2023-06-14
- ZETLMAIER WEALTH MANAGEMENT LLC
Firm CRD 327128 · WA · Reported as state-registered
Registration date: 2024-04-02
- AUSTIN CONSULTING
Firm CRD 327134 · CA · Reported as state-registered
Registration date: 2026-01-23
- LAYLINE FINANCIAL
Firm CRD 327148 · CA · Reported as state-registered
Registration date: 2023-07-12
- KNEALE JR, KENNETH ALAN
Firm CRD 327149 · CA · Reported as state-registered
Registration date: 2023-07-31
- CRB STRATEGIC SERVICES LLC
Firm CRD 327156 · AZ · Reported as state-registered
Registration date: 2023-09-08