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.
- HALES TAX SOLUTIONS PLLC
Firm CRD 331756 · AZ · Reported as state-registered
Registration date: 2025-01-01
- BLACKFIELD CAPITAL MANAGEMENT LLC
Firm CRD 331774 · CA · Reported as state-registered
Registration date: 2024-09-30
- FIRM FOOTING FINANCIAL PLANNING
Firm CRD 331798 · WA · Reported as state-registered
Registration date: 2024-11-21
- 3D HOLISTIC WEALTH
Firm CRD 331809 · CA · Reported as state-registered
Registration date: 2024-09-27
- TRUVIZE FINANCIAL PLANNING
Firm CRD 331821 · TX · Reported as state-registered
Registration date: 2024-08-29
- MIKEL WEALTH MANAGEMENT
Firm CRD 331825 · TX · Reported as state-registered
Registration date: 2024-07-16
- EP WEALTH MANAGEMENT LLC
Firm CRD 331835 · AZ · Reported as state-registered
Registration date: 2024-07-12
- VITA WEALTH ADVISORS, LLC
Firm CRD 331838 · CA · Reported as state-registered
Registration date: 2024-07-17
- ATORIE ADVISORS, LLC
Firm CRD 331840 · CA · Reported as state-registered
Registration date: 2025-01-29
- 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
- BAINS, TONYA R
Firm CRD 331854 · CA · Reported as state-registered
Registration date: 2024-11-06
- DCAPITAL WEALTH LLC
Firm CRD 331889 · CA · Reported as state-registered
Registration date: 2024-08-08
- ISRAILOV FINANCIAL
Firm CRD 331897 · CA · Reported as state-registered
Registration date: 2024-07-29
- BENHAM ADVISORY GROUP
Firm CRD 331926 · WA · Reported as state-registered
Registration date: 2025-01-02
- FARM AND COMMUNITY ADVISORY
Firm CRD 331936 · CA · Reported as state-registered
Registration date: 2024-08-02
- HIGHER IMPACT FINANCIAL, LLC
Firm CRD 331938 · CA · Reported as state-registered
Registration date: 2024-08-20
- BUSTAMANTE & CO
Firm CRD 331942 · AZ · Reported as state-registered
Registration date: 2024-07-10
- CRESCENT INVESTMENT SOLUTIONS LLC
Firm CRD 331945 · TX · Reported as state-registered
Registration date: 2024-08-08
- PENNANT WEALTH MANAGEMENT LLC
Firm CRD 331948 · CA · Reported as state-registered
Registration date: 2024-11-08
- 7 SUMMITS INVESTMENT MANAGEMENT, LLC
Firm CRD 331963 · CA · Reported as state-registered
Registration date: 2024-10-01
- SHARPEDGE FINANCIAL
Firm CRD 331971 · TX · Reported as state-registered
Registration date: 2024-08-29
- FORWARD 360
Firm CRD 331984 · CA · Reported as state-registered
Registration date: 2024-10-01
- WEALTH BEYOND MATH
Firm CRD 331995 · TX · Reported as state-registered
Registration date: 2024-10-22
- RATTLESNAKE CREEK CAPITAL LLC
Firm CRD 332008 · WA · Reported as state-registered
Registration date: 2025-05-08