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.
- CRB STRATEGIC SERVICES LLC
Firm CRD 327156 · CA · Reported as state-registered
Registration date: 2024-10-24
- CONVEXITY WEALTH MANAGEMENT, LLC
Firm CRD 327183 · CA · Reported as state-registered
Registration date: 2024-04-11
- CONVEXITY WEALTH MANAGEMENT, LLC
Firm CRD 327183 · TX · Reported as state-registered
Registration date: 2024-01-25
- CONVEXITY WEALTH MANAGEMENT, LLC
Firm CRD 327183 · WA · Reported as state-registered
Registration date: 2024-01-19
- INGENIQ CAPITAL
Firm CRD 327212 · CA · Reported as state-registered
Registration date: 2025-07-23
- SOP ADVISORS LLC
Firm CRD 327214 · CA · Reported as state-registered
Registration date: 2023-11-22
- LIFE WISE PLANNING GROUP LLC
Firm CRD 327236 · AZ · Reported as state-registered
Registration date: 2023-07-19
- DITTRICH FINANCIAL GROUP LLC
Firm CRD 327238 · TX · Reported as state-registered
Registration date: 2023-08-17
- BF, LLC
Firm CRD 327273 · TX · Reported as state-registered
Registration date: 2023-10-25
- HRC FINANCIAL
Firm CRD 327285 · TX · Reported as state-registered
Registration date: 2023-08-07
- FULL CIRCLE FINANCIAL PLANNING
Firm CRD 327297 · CA · Reported as state-registered
Registration date: 2023-07-20
- AFRASIAB WEALTH SOLUTIONS, LLC
Firm CRD 327299 · CA · Reported as state-registered
Registration date: 2023-09-06
- DAVID RHODES CANNON, C.P.A., LLC
Firm CRD 327314 · TX · Reported as state-registered
Registration date: 2023-08-17
- COMPOUNDING GEMS ADVISORS, LLC
Firm CRD 327351 · TX · Reported as state-registered
Registration date: 2025-02-19
- COMPOUNDING GEMS ADVISORS, LLC
Firm CRD 327351 · WA · Reported as state-registered
Registration date: 2024-01-02
- IMPACT WEALTH GROUP
Firm CRD 327364 · TX · Reported as state-registered
Registration date: 2023-08-18
- WESTLIGHT WEALTH
Firm CRD 327385 · CA · Reported as state-registered
Registration date: 2023-07-27
- FLYING FORWARD WEALTH MANAGEMENT
Firm CRD 327389 · TX · Reported as state-registered
Registration date: 2023-08-07
- THE ROAD AHEAD WEALTH MANAGEMENT LLC
Firm CRD 327403 · WA · Reported as state-registered
Registration date: 2024-02-05
- GLOBAL ADVISORS, LLC
Firm CRD 327425 · CA · Reported as state-registered
Registration date: 2024-02-16
- MOTIF PLANNING
Firm CRD 327428 · TX · Reported as state-registered
Registration date: 2023-08-31
- TELOS WEALTH
Firm CRD 327439 · WA · Reported as state-registered
Registration date: 2024-03-11
- BEAR NOLAN LLC
Firm CRD 327484 · CA · Reported as state-registered
Registration date: 2023-09-13
- GREYBRIDGE PRIVATE WEALTH
Firm CRD 327490 · TX · Reported as state-registered
Registration date: 2024-01-18
- BLACK SEA INVESTMENT GROUP
Firm CRD 327494 · TX · Reported as state-registered
Registration date: 2023-12-04