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.
- GMI GLOBAL PARTNERS LLC
Firm CRD 328066 · TX · Reported as state-registered
Registration date: 2025-01-16
- PARTNERS CAPITAL, LLC
Firm CRD 328074 · AZ · Reported as state-registered
Registration date: 2024-04-10
- PARTNERS CAPITAL, LLC
Firm CRD 328074 · CA · Reported as state-registered
Registration date: 2026-09-22
- PARTNERS CAPITAL, LLC
Firm CRD 328074 · TX · Reported as state-registered
Registration date: 2026-02-13
- VIVID WEALTH MANAGEMENT LLC
Firm CRD 328095 · TX · Reported as state-registered
Registration date: 2023-11-03
- LASTING LEGACY WEALTH MANAGEMENT, LLC
Firm CRD 328107 · CA · Reported as state-registered
Registration date: 2025-03-13
- SAGE FINANCIAL
Firm CRD 328149 · CA · Reported as state-registered
Registration date: 2023-09-08
- ATWOOD CAPITAL MANAGEMENT, LLC
Firm CRD 328157 · TX · Reported as state-registered
Registration date: 2024-01-05
- SONORAN INVESTMENT ADVISORS, LLC
Firm CRD 328160 · AZ · Reported as state-registered
Registration date: 2024-02-22
- AGEWISE FINANCIAL INC.
Firm CRD 328162 · CA · Reported as state-registered
Registration date: 2023-11-28
- DECCA PRIVATE WEALTH MANAGEMENT, INC.
Firm CRD 328165 · CA · Reported as state-registered
Registration date: 2024-02-23
- DECCA PRIVATE WEALTH MANAGEMENT, INC.
Firm CRD 328165 · TX · Reported as state-registered
Registration date: 2023-10-13
- MCCURDY FINANCIAL SOLUTIONS
Firm CRD 328206 · CA · Reported as state-registered
Registration date: 2023-11-14
- TELOS WEALTH ADVISORS
Firm CRD 328209 · WA · Reported as state-registered
Registration date: 2026-08-31
- FORWARD HORIZON INVESTMENT
Firm CRD 328222 · CA · Reported as state-registered
Registration date: 2023-10-19
- MOBIUS FUND
Firm CRD 328238 · TX · Reported as state-registered
Registration date: 2024-07-08
- ANCAP FINANCIAL
Firm CRD 328249 · TX · Reported as state-registered
Registration date: 2023-11-01
- TRANSCEND ADVISOR INC.
Firm CRD 328253 · AZ · Reported as state-registered
Registration date: 2023-12-06
- CONKIN FINANCIAL GROUP, INC.
Firm CRD 328254 · TX · Reported as state-registered
Registration date: 2023-11-30
- MANGROVE ADVISORS, LLC
Firm CRD 328255 · CA · Reported as state-registered
Registration date: 2023-12-12
- WOODLAND WEALTH ADVISORS
Firm CRD 328264 · WA · Reported as state-registered
Registration date: 2024-03-12
- ECOS WEALTH ADVISORS
Firm CRD 328271 · CA · Reported as state-registered
Registration date: 2025-04-07
- LIFETIME FINANCIAL PLANNERS LLC
Firm CRD 328275 · TX · Reported as state-registered
Registration date: 2023-11-06
- JTNC WEALTH ADVISORS LLC
Firm CRD 328280 · AZ · Reported as state-registered
Registration date: 2023-10-05
- OLIVEHURST ADVISORS LLC
Firm CRD 328287 · CA · Reported as state-registered
Registration date: 2023-11-20