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.
- CJL QUANTUM ANALYTICS
Firm CRD 330215 · CA · Reported as state-registered
Registration date: 2024-06-19
- TORREY PINES INVESTMENT MANAGEMENT
Firm CRD 330216 · CA · Reported as state-registered
Registration date: 2024-06-12
- DEPENDENT FINANCIAL PLANNING
Firm CRD 330273 · CA · Reported as state-registered
Registration date: 2026-08-05
- BALANCED FINANCIAL ADVISORS
Firm CRD 330275 · CA · Reported as state-registered
Registration date: 2024-05-01
- VIENTO FINANCIAL GROUP, LLC
Firm CRD 330291 · WA · Reported as state-registered
Registration date: 2024-05-31
- 245 INVESTMENTS LLC
Firm CRD 330299 · CA · Reported as state-registered
Registration date: 2024-04-22
- THE FREYR GROUP
Firm CRD 330313 · AZ · Reported as state-registered
Registration date: 2025-08-27
- THE FREYR GROUP
Firm CRD 330313 · CA · Reported as state-registered
Registration date: 2024-05-02
- FINCOP FINANCIAL PLANNING
Firm CRD 330320 · CA · Reported as state-registered
Registration date: 2024-03-27
- CONFIANZA WEALTH MANAGEMENT
Firm CRD 330322 · CA · Reported as state-registered
Registration date: 2024-04-19
- INVESTMENT MANAGEMENT SOLUTIONS, INC.
Firm CRD 330363 · CA · Reported as state-registered
Registration date: 2024-05-17
- EVOKE FINANCIAL SERVICES, LLC
Firm CRD 330459 · WA · Reported as state-registered
Registration date: 2024-06-26
- ILUKA ADVISORS
Firm CRD 330468 · CA · Reported as state-registered
Registration date: 2024-04-26
- OUTLIER FINANCIAL PARTNERS, LLC
Firm CRD 330474 · TX · Reported as state-registered
Registration date: 2026-01-23
- FLEXHEDZ GROUP LLC
Firm CRD 330479 · TX · Reported as state-registered
Registration date: 2024-04-30
- CENTOIC
Firm CRD 330482 · CA · Reported as state-registered
Registration date: 2024-09-03
- THE HOURLY ADVISOR LLC
Firm CRD 330489 · CA · Reported as state-registered
Registration date: 2026-04-10
- FINEST EDGE FINANCIAL LLC
Firm CRD 330498 · AZ · Reported as state-registered
Registration date: 2024-03-29
- FREEDOM FINANCIAL ADVISORS
Firm CRD 330516 · TX · Reported as state-registered
Registration date: 2025-01-30
- NINE PINES VENTURES, LLC
Firm CRD 330532 · CA · Reported as state-registered
Registration date: 2024-07-19
- VERAB FINANCIAL ADVISORY LLC
Firm CRD 330540 · AZ · Reported as state-registered
Registration date: 2024-10-23
- LCM FINANCIAL
Firm CRD 330543 · TX · Reported as state-registered
Registration date: 2024-10-15
- BLUE MONARCH FINANCIAL INC.
Firm CRD 330561 · TX · Reported as state-registered
Registration date: 2024-10-17
- ARCHER WEALTH ADVISORS
Firm CRD 330575 · CA · Reported as state-registered
Registration date: 2024-06-18
- ARCHER WEALTH ADVISORS
Firm CRD 330575 · TX · Reported as state-registered
Registration date: 2025-09-22