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.
- ARCHER WEALTH ADVISORS
Firm CRD 330575 · WA · Reported as state-registered
Registration date: 2024-10-02
- HSCORE ADVISORS LLC
Firm CRD 330589 · TX · Reported as state-registered
Registration date: 2024-07-16
- OH CAP ASSET MANAGEMENT
Firm CRD 330600 · CA · Reported as state-registered
Registration date: 2024-05-23
- OH CAP ASSET MANAGEMENT
Firm CRD 330600 · TX · Reported as state-registered
Registration date: 2024-04-15
- NABATA INVESTMENT GROUP, LLC
Firm CRD 330616 · WA · Reported as state-registered
Registration date: 2025-01-10
- OWLSENSE WEALTH & LEGACY ADVISORS LLC
Firm CRD 330627 · CA · Reported as state-registered
Registration date: 2024-07-26
- HOYL WEALTH MANAGEMENT, LLC
Firm CRD 330630 · TX · Reported as state-registered
Registration date: 2024-05-07
- HEAD TO TOE FINANCIAL PLANNING
Firm CRD 330663 · CA · Reported as state-registered
Registration date: 2024-10-18
- FANGORN WEALTH MANAGEMENT
Firm CRD 330686 · WA · Reported as state-registered
Registration date: 2024-11-08
- MDW CAPITAL MANAGEMENT CORP.
Firm CRD 330758 · CA · Reported as state-registered
Registration date: 2024-05-23
- BROWN PCFO
Firm CRD 330769 · WA · Reported as state-registered
Registration date: 2024-08-21
- R & R FINANCIAL
Firm CRD 330772 · CA · Reported as state-registered
Registration date: 2024-04-23
- WYSOPAL WEALTH
Firm CRD 330813 · CA · Reported as state-registered
Registration date: 2025-02-28
- K-12 PLANNING
Firm CRD 330823 · CA · Reported as state-registered
Registration date: 2025-03-24
- COTTONWOOD CAPITAL MANAGEMENT LLC
Firm CRD 330836 · WA · Reported as state-registered
Registration date: 2024-07-03
- GRATUS WEALTH STRATEGIES LLC
Firm CRD 330842 · TX · Reported as state-registered
Registration date: 2024-05-03
- ASPIRED WEALTH
Firm CRD 330891 · TX · Reported as state-registered
Registration date: 2024-04-26
- ASPIRED WEALTH
Firm CRD 330891 · WA · Reported as state-registered
Registration date: 2024-07-11
- HG WEALTH PARTNERS LLC
Firm CRD 330906 · CA · Reported as state-registered
Registration date: 2024-06-14
- FINOMENON INVESTMENTS LLC
Firm CRD 330907 · WA · Reported as state-registered
Registration date: 2024-08-14
- NORTHERN CALIFORNIA FIDUCIARY ADVISORS, LLC
Firm CRD 330908 · CA · Reported as state-registered
Registration date: 2024-07-02
- PENNY EARNED FINANCIAL
Firm CRD 330919 · TX · Reported as state-registered
Registration date: 2024-11-12
- SOW AND REAP FINANCIAL LLC
Firm CRD 331033 · CA · Reported as state-registered
Registration date: 2024-07-10
- ORVIDA INVESTMENT ADVISORS
Firm CRD 331037 · CA · Reported as state-registered
Registration date: 2024-09-05
- PLANDEAVOR
Firm CRD 331046 · TX · Reported as state-registered
Registration date: 2026-06-09