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.
- WORTHIQUE
Firm CRD 333101 · CA · Reported as state-registered
Registration date: 2024-10-28
- MARTOS WEALTH MANAGEMENT
Firm CRD 333128 · CA · Reported as state-registered
Registration date: 2025-05-06
- MARTOS WEALTH MANAGEMENT
Firm CRD 333128 · WA · Reported as state-registered
Registration date: 2025-01-22
- GLYNN CAPITAL ADVISORS
Firm CRD 333129 · TX · Reported as state-registered
Registration date: 2024-10-01
- PACIFIC CREST ASSET MANAGEMENT LLC
Firm CRD 333135 · CA · Reported as state-registered
Registration date: 2024-11-22
- HARVESTWISE WEALTH PLANNING
Firm CRD 333146 · CA · Reported as state-registered
Registration date: 2025-03-27
- BASED CAPITAL WEALTH LLC
Firm CRD 333173 · CA · Reported as state-registered
Registration date: 2024-12-09
- BASED CAPITAL WEALTH LLC
Firm CRD 333173 · TX · Reported as state-registered
Registration date: 2026-05-04
- BASED CAPITAL WEALTH LLC
Firm CRD 333173 · WA · Reported as state-registered
Registration date: 2025-02-26
- ASPEN RIDGE WEALTH MANAGEMENT, LLC
Firm CRD 333177 · TX · Reported as state-registered
Registration date: 2026-03-20
- YOUR INVESTMENT ADVISOR
Firm CRD 333179 · AZ · Reported as state-registered
Registration date: 2024-09-25
- 21:5 ADVISORS, LLC
Firm CRD 333198 · AZ · Reported as state-registered
Registration date: 2025-01-22
- 21:5 ADVISORS, LLC
Firm CRD 333198 · CA · Reported as state-registered
Registration date: 2025-02-18
- TOOLE FINANCIAL
Firm CRD 333200 · CA · Reported as state-registered
Registration date: 2025-04-23
- FAMILY FREEDOM WEALTH MANAGEMENT, LLC
Firm CRD 333216 · TX · Reported as state-registered
Registration date: 2024-11-19
- FIWHEELS
Firm CRD 333225 · AZ · Reported as state-registered
Registration date: 2024-10-23
- AFROBLOC
Firm CRD 333243 · TX · Reported as state-registered
Registration date: 2025-02-14
- RAINEY FINANCIAL LLC
Firm CRD 333244 · TX · Reported as state-registered
Registration date: 2025-01-09
- CRESVITA CAPITAL
Firm CRD 333252 · TX · Reported as state-registered
Registration date: 2024-11-12
- BLUE MOUNTAIN WEALTH MANAGEMENT
Firm CRD 333256 · WA · Reported as state-registered
Registration date: 2025-02-11
- CRESCENDO WEALTH GROUP LLC
Firm CRD 333264 · TX · Reported as state-registered
Registration date: 2024-10-17
- 5 TALENTS ADVISORS, INC
Firm CRD 333270 · CA · Reported as state-registered
Registration date: 2024-10-30
- VALIANT FINANCIAL PLANNING, LLC
Firm CRD 333280 · WA · Reported as state-registered
Registration date: 2025-01-21
- COOL WEALTH MANAGEMENT
Firm CRD 333281 · AZ · Reported as state-registered
Registration date: 2025-01-02
- WORLD CAPITAL MANAGEMENT
Firm CRD 333303 · CA · Reported as state-registered
Registration date: 2025-01-22