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.
- ALIGN FINANCIAL ADVISORS, LLC
Firm CRD 333905 · TX · Reported as state-registered
Registration date: 2025-09-22
- NARRATIVE FINANCIAL GROUP
Firm CRD 333936 · WA · Reported as state-registered
Registration date: 2025-03-12
- SEMPER SURSUM INVESTMENTS LLC
Firm CRD 333992 · TX · Reported as state-registered
Registration date: 2025-05-29
- S12 GROUP LLC
Firm CRD 333997 · CA · Reported as state-registered
Registration date: 2026-06-01
- PINECREST ADVISORY SERVICES, LLC
Firm CRD 334030 · TX · Reported as state-registered
Registration date: 2025-09-10
- INSPIRATION FINANCIAL PLANNING
Firm CRD 334038 · CA · Reported as state-registered
Registration date: 2025-01-17
- DELEON WEALTH LLC
Firm CRD 334043 · TX · Reported as state-registered
Registration date: 2025-03-28
- 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
- BROOKSIDE STRATEGY AND CONSULTING
Firm CRD 334060 · CA · Reported as state-registered
Registration date: 2025-07-23
- THE DEAN'S LIST
Firm CRD 334064 · CA · Reported as state-registered
Registration date: 2025-04-10
- SIEVE CAPITAL LLC
Firm CRD 334075 · TX · Reported as state-registered
Registration date: 2025-03-11
- CLEARSTONE WEALTH MANAGEMENT, LLC
Firm CRD 334088 · WA · Reported as state-registered
Registration date: 2025-05-01
- CRESTVIEW WEALTH MANAGEMENT, LLC
Firm CRD 334092 · TX · Reported as state-registered
Registration date: 2025-01-16
- SPENCER FINANCIAL STRATEGIES
Firm CRD 334095 · TX · Reported as state-registered
Registration date: 2025-01-24
- GRINSTEAD WEALTH MANAGEMENT
Firm CRD 334096 · AZ · Reported as state-registered
Registration date: 2025-12-10
- SONOMA MOUNTAIN FINANCIAL LLC
Firm CRD 334099 · CA · Reported as state-registered
Registration date: 2025-01-21
- FOOTHILLS CAPITAL MANAGEMENT, LLC
Firm CRD 334119 · CA · Reported as state-registered
Registration date: 2025-02-05
- CRIMSON WEALTH
Firm CRD 334123 · TX · Reported as state-registered
Registration date: 2026-09-23
- VERTEX INVESTMENTS GROUP
Firm CRD 334177 · CA · Reported as state-registered
Registration date: 2025-01-07
- GREYFOX INVESTORS LLC
Firm CRD 334180 · CA · Reported as state-registered
Registration date: 2024-12-20
- ELION FINANCIAL, LLC
Firm CRD 334200 · AZ · Reported as state-registered
Registration date: 2025-01-10
- SANTA CRUZ FINANCIAL
Firm CRD 334207 · CA · Reported as state-registered
Registration date: 2026-04-23
- JOLLEY WEALTH MANAGEMENT, LLC
Firm CRD 334209 · AZ · Reported as state-registered
Registration date: 2025-07-31
- PARKWOOD CAPITAL MANAGEMENT LLC
Firm CRD 334224 · CA · Reported as state-registered
Registration date: 2025-01-24