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.
- TEXWEALTH
Firm CRD 328912 · TX · Reported as state-registered
Registration date: 2024-01-25
- MULLETT FINANCIAL LLC
Firm CRD 328925 · TX · Reported as state-registered
Registration date: 2024-01-26
- CORAL REEF ADVISORS LLC
Firm CRD 328929 · TX · Reported as state-registered
Registration date: 2024-08-17
- FLYWAY ADVISORS
Firm CRD 328938 · CA · Reported as state-registered
Registration date: 2023-11-09
- CSI WEALTH MANAGEMENT
Firm CRD 328963 · CA · Reported as state-registered
Registration date: 2024-07-18
- GLEAN FINANCIAL, INC.
Firm CRD 328986 · TX · Reported as state-registered
Registration date: 2024-02-29
- BOONIPAT ADVISORY LLC
Firm CRD 328994 · TX · Reported as state-registered
Registration date: 2026-04-21
- SKORHEIM WEALTH MANAGEMENT, LLC
Firm CRD 328995 · CA · Reported as state-registered
Registration date: 2023-11-29
- PORTAFOLIO CAPITAL MANAGEMENT
Firm CRD 329023 · TX · Reported as state-registered
Registration date: 2024-02-07
- FUTURE WALLET
Firm CRD 329049 · CA · Reported as state-registered
Registration date: 2023-12-11
- PHASE LINE FINANCIAL
Firm CRD 329068 · CA · Reported as state-registered
Registration date: 2023-11-30
- GULF COAST FINANCIAL ADVISORS
Firm CRD 329092 · TX · Reported as state-registered
Registration date: 2026-02-12
- PRIVATUS
Firm CRD 329121 · CA · Reported as state-registered
Registration date: 2023-12-08
- VELAGA ADVISORS
Firm CRD 329122 · TX · Reported as state-registered
Registration date: 2024-01-23
- OLD WORLD FINANCIAL ADVISORS
Firm CRD 329141 · CA · Reported as state-registered
Registration date: 2024-05-06
- MOONSHOT PLANNING LLC
Firm CRD 329154 · AZ · Reported as state-registered
Registration date: 2025-02-27
- MOONSHOT PLANNING LLC
Firm CRD 329154 · CA · Reported as state-registered
Registration date: 2023-12-07
- BRUIN WEALTH ADVISORS LLC
Firm CRD 329169 · CA · Reported as state-registered
Registration date: 2024-03-27
- CLARIFIED WEALTH ADVISORY
Firm CRD 329226 · TX · Reported as state-registered
Registration date: 2024-04-01
- REVIRESCO WEALTH ADVISORY LLC
Firm CRD 329236 · CA · Reported as state-registered
Registration date: 2024-07-10
- ABUNDIT WEALTH
Firm CRD 329268 · CA · Reported as state-registered
Registration date: 2024-03-13
- EMBARCADERO CAPITAL ADVISORS, INC.
Firm CRD 329285 · AZ · Reported as state-registered
Registration date: 2025-08-21
- EMBARCADERO CAPITAL ADVISORS, INC.
Firm CRD 329285 · CA · Reported as state-registered
Registration date: 2024-07-31
- EMBARCADERO CAPITAL ADVISORS, INC.
Firm CRD 329285 · TX · Reported as state-registered
Registration date: 2025-03-20
- EQUAL PATH INVESTMENTS
Firm CRD 329289 · WA · Reported as state-registered
Registration date: 2024-07-16