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.
600 published state registrations on 600 distinct firm CRDs.
- BDL WEALTH MANAGEMENT PLLC
Firm CRD 330196 · WA · Reported as state-registered
Registration date: 2024-10-14
- VIENTO FINANCIAL GROUP, LLC
Firm CRD 330291 · WA · Reported as state-registered
Registration date: 2024-05-31
- EVOKE FINANCIAL SERVICES, LLC
Firm CRD 330459 · WA · Reported as state-registered
Registration date: 2024-06-26
- ARCHER WEALTH ADVISORS
Firm CRD 330575 · WA · Reported as state-registered
Registration date: 2024-10-02
- NABATA INVESTMENT GROUP, LLC
Firm CRD 330616 · WA · Reported as state-registered
Registration date: 2025-01-10
- FANGORN WEALTH MANAGEMENT
Firm CRD 330686 · WA · Reported as state-registered
Registration date: 2024-11-08
- BROWN PCFO
Firm CRD 330769 · WA · Reported as state-registered
Registration date: 2024-08-21
- COTTONWOOD CAPITAL MANAGEMENT LLC
Firm CRD 330836 · WA · Reported as state-registered
Registration date: 2024-07-03
- ASPIRED WEALTH
Firm CRD 330891 · WA · Reported as state-registered
Registration date: 2024-07-11
- FINOMENON INVESTMENTS LLC
Firm CRD 330907 · WA · Reported as state-registered
Registration date: 2024-08-14
- THE ENSEMBLE TEAM
Firm CRD 331144 · WA · Reported as state-registered
Registration date: 2025-10-14
- YOUR FINANCIAL ADVOCATE, LLC
Firm CRD 331376 · WA · Reported as state-registered
Registration date: 2024-08-30
- APAM, LLC
Firm CRD 331386 · WA · Reported as state-registered
Registration date: 2026-09-29
- NINJA WEALTH ADVISORS, LLC
Firm CRD 331447 · WA · Reported as state-registered
Registration date: 2024-10-28
- SIMPLI-FI ALPHA LLC
Firm CRD 331746 · WA · Reported as state-registered
Registration date: 2025-01-09
- FIRM FOOTING FINANCIAL PLANNING
Firm CRD 331798 · WA · Reported as state-registered
Registration date: 2024-11-21
- SHORT PUT YIELD
Firm CRD 331841 · WA · Reported as state-registered
Registration date: 2025-06-12
- CULTIVATE WEALTH LLC
Firm CRD 331851 · WA · Reported as state-registered
Registration date: 2024-11-05
- BENHAM ADVISORY GROUP
Firm CRD 331926 · WA · Reported as state-registered
Registration date: 2025-01-02
- RATTLESNAKE CREEK CAPITAL LLC
Firm CRD 332008 · WA · Reported as state-registered
Registration date: 2025-05-08
- VITALITY WEALTH PLANNING
Firm CRD 332303 · WA · Reported as state-registered
Registration date: 2024-11-12
- ALOFT FINANCIAL
Firm CRD 332450 · WA · Reported as state-registered
Registration date: 2025-01-27
- PARADISE ADVISOR GROUP LLC
Firm CRD 332698 · WA · Reported as state-registered
Registration date: 2025-08-14
- NORTHERN MONARCH CAPITAL LLC
Firm CRD 332937 · WA · Reported as state-registered
Registration date: 2025-02-26
- ASCEND WEALTH MANAGEMENT LLC
Firm CRD 333076 · WA · Reported as state-registered
Registration date: 2025-01-02