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.
674 published state registrations on 674 distinct firm CRDs.
- PERCHERON CONSULTING, LLC
Firm CRD 325419 · AZ · Reported as state-registered
Registration date: 2023-03-22
- GT INVESTMENT MANAGEMENT, LLC
Firm CRD 325619 · AZ · Reported as state-registered
Registration date: 2024-08-16
- SINGH PWM LLC
Firm CRD 326033 · AZ · Reported as state-registered
Registration date: 2023-06-07
- WEALTHLOGIC
Firm CRD 326644 · AZ · Reported as state-registered
Registration date: 2023-09-08
- WILEY CAPITAL PARTNERS
Firm CRD 326972 · AZ · Reported as state-registered
Registration date: 2025-05-13
- RED NIGHT CAPITAL LLC
Firm CRD 327108 · AZ · Reported as state-registered
Registration date: 2023-08-04
- CRB STRATEGIC SERVICES LLC
Firm CRD 327156 · AZ · Reported as state-registered
Registration date: 2023-09-08
- LIFE WISE PLANNING GROUP LLC
Firm CRD 327236 · AZ · Reported as state-registered
Registration date: 2023-07-19
- BASS ROCKS, LLC / BASS ROCKS ASSET MANAGEMENT
Firm CRD 327710 · AZ · Reported as state-registered
Registration date: 2026-03-25
- PATEL WEALTH STRATEGIES, INC.
Firm CRD 327723 · AZ · Reported as state-registered
Registration date: 2023-09-06
- WEALTH PLANNING ADVISORS LLC
Firm CRD 327765 · AZ · Reported as state-registered
Registration date: 2024-08-21
- WEALTHBOUND ADVISORS
Firm CRD 327860 · AZ · Reported as state-registered
Registration date: 2023-08-24
- MOORE WEALTH PARTNERS, LLC
Firm CRD 328027 · AZ · Reported as state-registered
Registration date: 2023-10-25
- GROWTH HORIZONS WEALTH MANAGEMENT LLC
Firm CRD 328037 · AZ · Reported as state-registered
Registration date: 2024-03-29
- PARTNERS CAPITAL, LLC
Firm CRD 328074 · AZ · Reported as state-registered
Registration date: 2024-04-10
- SONORAN INVESTMENT ADVISORS, LLC
Firm CRD 328160 · AZ · Reported as state-registered
Registration date: 2024-02-22
- TRANSCEND ADVISOR INC.
Firm CRD 328253 · AZ · Reported as state-registered
Registration date: 2023-12-06
- JTNC WEALTH ADVISORS LLC
Firm CRD 328280 · AZ · Reported as state-registered
Registration date: 2023-10-05
- RADIX WEALTH
Firm CRD 328329 · AZ · Reported as state-registered
Registration date: 2023-10-27
- RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC
Firm CRD 328341 · AZ · Reported as state-registered
Registration date: 2026-08-24
- ENSO FINANCIAL
Firm CRD 328410 · AZ · Reported as state-registered
Registration date: 2023-10-18
- KINGDOM WEALTH ADVISERS
Firm CRD 328498 · AZ · Reported as state-registered
Registration date: 2024-01-01
- INVESTMENT TRENDS CAPITAL GROUP LLC
Firm CRD 328745 · AZ · Reported as state-registered
Registration date: 2023-11-08
- RELIANT INVESTMENT MANAGEMENT
Firm CRD 328754 · AZ · Reported as state-registered
Registration date: 2024-01-25
- COVENANT FINANCIAL ADVISORS, LLC
Firm CRD 328840 · AZ · Reported as state-registered
Registration date: 2023-11-16