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.
- TPW FINANCE LLC
Firm CRD 334226 · CA · Reported as state-registered
Registration date: 2025-01-17
- ROBINSON WEALTH AND FINANCIAL PLANNING
Firm CRD 334229 · TX · Reported as state-registered
Registration date: 2025-12-22
- AI INVESTOR 360
Firm CRD 334235 · TX · Reported as state-registered
Registration date: 2025-03-28
- ATLAS FINANCIAL LLC
Firm CRD 334246 · CA · Reported as state-registered
Registration date: 2025-02-18
- EMPATH WEALTH
Firm CRD 334259 · CA · Reported as state-registered
Registration date: 2025-02-27
- PROFLEX FINANCE
Firm CRD 334262 · CA · Reported as state-registered
Registration date: 2025-02-24
- KIEPE WEALTH MANAGEMENT
Firm CRD 334273 · WA · Reported as state-registered
Registration date: 2025-04-23
- KATE CAPITAL GROUP
Firm CRD 334283 · CA · Reported as state-registered
Registration date: 2025-02-11
- EARLS FINANCIAL
Firm CRD 334284 · TX · Reported as state-registered
Registration date: 2025-04-04
- PHASE CHANGE WEALTH MANAGEMENT LLC
Firm CRD 334306 · CA · Reported as state-registered
Registration date: 2025-04-11
- A5 FINANCIAL LLC
Firm CRD 334313 · WA · Reported as state-registered
Registration date: 2025-03-25
- MIDAS CAPITAL MANAGEMENT
Firm CRD 334335 · CA · Reported as state-registered
Registration date: 2025-01-14
- HILLTOP PLANNING
Firm CRD 334342 · TX · Reported as state-registered
Registration date: 2025-01-30
- EQUANIMITY WEALTH
Firm CRD 334359 · CA · Reported as state-registered
Registration date: 2025-01-31
- FALLBROOK FI
Firm CRD 334369 · CA · Reported as state-registered
Registration date: 2025-01-27
- PRO CAPITAL LLC
Firm CRD 334371 · TX · Reported as state-registered
Registration date: 2025-06-02
- GALVEZ FINANCIAL LLC
Firm CRD 334391 · CA · Reported as state-registered
Registration date: 2026-07-28
- MEXUS WEALTH MANAGEMENT
Firm CRD 334394 · TX · Reported as state-registered
Registration date: 2025-03-28
- DAUNTLESS ADVISORY, LLC
Firm CRD 334412 · CA · Reported as state-registered
Registration date: 2025-05-29
- API CAPITAL, LLC
Firm CRD 334427 · CA · Reported as state-registered
Registration date: 2025-02-21
- KWM PARTNERS LLC
Firm CRD 334428 · TX · Reported as state-registered
Registration date: 2025-02-20
- STRIVE RETIREMENT GROUP
Firm CRD 334443 · CA · Reported as state-registered
Registration date: 2025-12-05
- STRIVE RETIREMENT GROUP
Firm CRD 334443 · TX · Reported as state-registered
Registration date: 2025-11-20
- IRON FORGE FINANCIAL
Firm CRD 334445 · TX · Reported as state-registered
Registration date: 2025-02-21
- CIRCADIA FINANCIAL PLANNING
Firm CRD 334451 · TX · Reported as state-registered
Registration date: 2025-04-07