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.
600 published state registrations on 600 distinct firm CRDs.
- MARTOS WEALTH MANAGEMENT
Firm CRD 333128 · WA · Reported as state-registered
Registration date: 2025-01-22
- BASED CAPITAL WEALTH LLC
Firm CRD 333173 · WA · Reported as state-registered
Registration date: 2025-02-26
- BLUE MOUNTAIN WEALTH MANAGEMENT
Firm CRD 333256 · WA · Reported as state-registered
Registration date: 2025-02-11
- VALIANT FINANCIAL PLANNING, LLC
Firm CRD 333280 · WA · Reported as state-registered
Registration date: 2025-01-21
- OPP WEALTH ADVISORY LLC
Firm CRD 333505 · WA · Reported as state-registered
Registration date: 2025-06-10
- BAOBAB WEALTH MANAGEMENT
Firm CRD 333561 · WA · Reported as state-registered
Registration date: 2025-02-18
- CHAPS LIFESTYLE LLC
Firm CRD 333806 · WA · Reported as state-registered
Registration date: 2025-03-25
- OXDRAWN CAPITAL, LLC
Firm CRD 333855 · WA · Reported as state-registered
Registration date: 2025-05-02
- NARRATIVE FINANCIAL GROUP
Firm CRD 333936 · WA · Reported as state-registered
Registration date: 2025-03-12
- DELEON WEALTH LLC
Firm CRD 334043 · WA · Reported as state-registered
Registration date: 2025-03-24
- MOMENTUM WEALTH STRATEGIES
Firm CRD 334046 · WA · Reported as state-registered
Registration date: 2025-08-20
- CLEARSTONE WEALTH MANAGEMENT, LLC
Firm CRD 334088 · WA · Reported as state-registered
Registration date: 2025-05-01
- KIEPE WEALTH MANAGEMENT
Firm CRD 334273 · WA · Reported as state-registered
Registration date: 2025-04-23
- A5 FINANCIAL LLC
Firm CRD 334313 · WA · Reported as state-registered
Registration date: 2025-03-25
- RETIREMENT PLANNING PARTNER LLC
Firm CRD 334572 · WA · Reported as state-registered
Registration date: 2025-03-12
- PALUMBO CAPITAL GROUP, LLC
Firm CRD 334679 · WA · Reported as state-registered
Registration date: 2025-08-15
- FEMPIRE MINDSET LLC
Firm CRD 334915 · WA · Reported as state-registered
Registration date: 2025-07-07
- WONDERLAND FINANCIAL PLANNING
Firm CRD 335023 · WA · Reported as state-registered
Registration date: 2025-05-21
- DUAL DESERT WEALTH MANAGEMENT, LLC
Firm CRD 335137 · WA · Reported as state-registered
Registration date: 2025-05-07
- WALLA WALLA WEALTH ADVISORS
Firm CRD 335162 · WA · Reported as state-registered
Registration date: 2025-06-02
- NORTHSHORE WEALTH MANAGEMENT
Firm CRD 335261 · WA · Reported as state-registered
Registration date: 2025-05-06
- ENOUGHFP LLC
Firm CRD 335469 · WA · Reported as state-registered
Registration date: 2025-04-11
- RIDGE FALLS FINANCIAL PLANNING
Firm CRD 335661 · WA · Reported as state-registered
Registration date: 2025-07-02
- STREAMLINE ADVISORY
Firm CRD 335789 · WA · Reported as state-registered
Registration date: 2025-06-13
- WALKER LEGACY INVESTMENTS
Firm CRD 335811 · WA · Reported as state-registered
Registration date: 2025-08-08