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.
674 published state registrations on 674 distinct firm CRDs.
- MOONSHOT PLANNING LLC
Firm CRD 329154 · AZ · Reported as state-registered
Registration date: 2025-02-27
- EMBARCADERO CAPITAL ADVISORS, INC.
Firm CRD 329285 · AZ · Reported as state-registered
Registration date: 2025-08-21
- JB ADVISORY LLC
Firm CRD 329296 · AZ · Reported as state-registered
Registration date: 2024-01-01
- GRIFFIN CAPITAL ADVISORS
Firm CRD 329405 · AZ · Reported as state-registered
Registration date: 2024-05-28
- SA INVESTMENT ADVISORY
Firm CRD 329454 · AZ · Reported as state-registered
Registration date: 2024-05-07
- HAAS FINANCIAL, INC.
Firm CRD 329490 · AZ · Reported as state-registered
Registration date: 2024-07-16
- CRAFTED FINANCIAL PLANNING
Firm CRD 329597 · AZ · Reported as state-registered
Registration date: 2024-01-26
- BKS WEALTH LLC
Firm CRD 329627 · AZ · Reported as state-registered
Registration date: 2026-05-05
- OMNI INVESTMENT SOLUTIONS LLC
Firm CRD 329893 · AZ · Reported as state-registered
Registration date: 2024-02-22
- WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC
Firm CRD 329895 · AZ · Reported as state-registered
Registration date: 2024-07-12
- TWIN ROBINS CAPITAL
Firm CRD 329990 · AZ · Reported as state-registered
Registration date: 2026-09-22
- SUN VALLEY ADVISORY
Firm CRD 330092 · AZ · Reported as state-registered
Registration date: 2024-03-25
- THE FREYR GROUP
Firm CRD 330313 · AZ · Reported as state-registered
Registration date: 2025-08-27
- FINEST EDGE FINANCIAL LLC
Firm CRD 330498 · AZ · Reported as state-registered
Registration date: 2024-03-29
- VERAB FINANCIAL ADVISORY LLC
Firm CRD 330540 · AZ · Reported as state-registered
Registration date: 2024-10-23
- MODERN WEALTH LLC
Firm CRD 331245 · AZ · Reported as state-registered
Registration date: 2024-05-30
- WOODMONT FINANCIAL PARTNERS LLC
Firm CRD 331264 · AZ · Reported as state-registered
Registration date: 2024-06-04
- PACIFIC CANYON INVESTMENTS
Firm CRD 331320 · AZ · Reported as state-registered
Registration date: 2024-05-17
- TRANSITION FAMILY WEALTH
Firm CRD 331328 · AZ · Reported as state-registered
Registration date: 2024-05-23
- HALES TAX SOLUTIONS PLLC
Firm CRD 331756 · AZ · Reported as state-registered
Registration date: 2025-01-01
- EP WEALTH MANAGEMENT LLC
Firm CRD 331835 · AZ · Reported as state-registered
Registration date: 2024-07-12
- BUSTAMANTE & CO
Firm CRD 331942 · AZ · Reported as state-registered
Registration date: 2024-07-10
- FIDUCIARY SOLUTIONS LLC
Firm CRD 332247 · AZ · Reported as state-registered
Registration date: 2026-01-28
- BABIN WEALTH MANAGEMENT
Firm CRD 332423 · AZ · Reported as state-registered
Registration date: 2024-09-04
- TORTOISE WEALTH MANAGEMENT
Firm CRD 332492 · AZ · Reported as state-registered
Registration date: 2024-09-03