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.
- KRYSTAL FORTNER
Firm CRD 328313 · CA · Reported as state-registered
Registration date: 2023-09-25
- CORTO CAPITAL ADVISORS LLC
Firm CRD 328323 · CA · Reported as state-registered
Registration date: 2023-10-18
- RADIX WEALTH
Firm CRD 328329 · AZ · Reported as state-registered
Registration date: 2023-10-27
- RADIX WEALTH
Firm CRD 328329 · CA · Reported as state-registered
Registration date: 2026-09-09
- RADIX WEALTH
Firm CRD 328329 · WA · Reported as state-registered
Registration date: 2024-03-07
- RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC
Firm CRD 328341 · AZ · Reported as state-registered
Registration date: 2026-08-24
- FINANCIAL EMPOWERMENT
Firm CRD 328342 · TX · Reported as state-registered
Registration date: 2023-11-28
- COULOMBE AND SONS WEALTH MANAGEMENT
Firm CRD 328371 · CA · Reported as state-registered
Registration date: 2024-04-22
- TALLEY WEALTH
Firm CRD 328407 · CA · Reported as state-registered
Registration date: 2024-05-08
- ENSO FINANCIAL
Firm CRD 328410 · AZ · Reported as state-registered
Registration date: 2023-10-18
- COMPASS FINANCIAL GROUP
Firm CRD 328412 · TX · Reported as state-registered
Registration date: 2023-11-29
- RIVERLAND WEALTH MANAGEMENT
Firm CRD 328424 · TX · Reported as state-registered
Registration date: 2024-07-03
- SOUTHMORE FINANCIAL ADVISORY LLC
Firm CRD 328426 · TX · Reported as state-registered
Registration date: 2023-11-02
- TARA WEALTH
Firm CRD 328427 · CA · Reported as state-registered
Registration date: 2023-10-17
- YIELD GROWTH ADVISORS
Firm CRD 328437 · CA · Reported as state-registered
Registration date: 2024-03-13
- LEGACY ADVISORY GROUP, INC
Firm CRD 328470 · CA · Reported as state-registered
Registration date: 2024-01-01
- KINGDOM WEALTH ADVISERS
Firm CRD 328498 · AZ · Reported as state-registered
Registration date: 2024-01-01
- SELAH WEALTH ADVISORS
Firm CRD 328518 · CA · Reported as state-registered
Registration date: 2023-11-15
- PACIFIC EQUITY ADVISORS LLC
Firm CRD 328540 · CA · Reported as state-registered
Registration date: 2023-11-17
- EAGLE MONEY ADVISORS
Firm CRD 328552 · CA · Reported as state-registered
Registration date: 2023-12-26
- MANEKTALA INVESTMENT ADVISORY SERVICES INC.
Firm CRD 328562 · CA · Reported as state-registered
Registration date: 2025-06-03
- DUTTON FINANCIAL PLANNING, LLC
Firm CRD 328563 · TX · Reported as state-registered
Registration date: 2024-01-02
- PIVOT INVESTMENT PLANNING, LLC
Firm CRD 328568 · TX · Reported as state-registered
Registration date: 2024-01-12
- ANGELUS WEALTH, LLC
Firm CRD 328571 · TX · Reported as state-registered
Registration date: 2024-12-16
- VIFINANCE L.L.C.
Firm CRD 328605 · CA · Reported as state-registered
Registration date: 2023-10-11