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.
- ECKEL FINANCIAL ADVISORS
Firm CRD 334463 · CA · Reported as state-registered
Registration date: 2025-03-04
- FINANCIAL EXCAVATION
Firm CRD 334503 · TX · Reported as state-registered
Registration date: 2025-04-08
- CUSTOM WEALTH SOLUTIONS
Firm CRD 334515 · TX · Reported as state-registered
Registration date: 2025-06-23
- EVERYPLAN FINANCIAL
Firm CRD 334519 · TX · Reported as state-registered
Registration date: 2025-08-19
- HALL FINANCIAL WELLNESS
Firm CRD 334520 · CA · Reported as state-registered
Registration date: 2025-02-11
- 24ACRES
Firm CRD 334532 · CA · Reported as state-registered
Registration date: 2025-03-14
- WEIMER FINANCIAL ADVISORS LLC
Firm CRD 334537 · TX · Reported as state-registered
Registration date: 2025-05-06
- THOMAS INVESTMENT ADVISORS LLC
Firm CRD 334544 · CA · Reported as state-registered
Registration date: 2025-03-27
- RETIREMENT PLANNING PARTNER LLC
Firm CRD 334572 · CA · Reported as state-registered
Registration date: 2025-11-18
- RETIREMENT PLANNING PARTNER LLC
Firm CRD 334572 · WA · Reported as state-registered
Registration date: 2025-03-12
- SOMAN ADVISORS LLC
Firm CRD 334599 · CA · Reported as state-registered
Registration date: 2025-02-19
- BALAI LAGAI WEALTH MANAGEMENT
Firm CRD 334602 · TX · Reported as state-registered
Registration date: 2025-05-28
- PLUMB FINANCIAL
Firm CRD 334608 · TX · Reported as state-registered
Registration date: 2025-05-15
- ASTRA WEALTH MANAGEMENT LLC
Firm CRD 334609 · CA · Reported as state-registered
Registration date: 2025-04-15
- AJAY AGRAWAL
Firm CRD 334610 · CA · Reported as state-registered
Registration date: 2025-02-21
- A & L PERSONAL BUSINESS MANAGEMENT, LLC
Firm CRD 334626 · CA · Reported as state-registered
Registration date: 2025-11-26
- 360 AVIATION ADVISORS, LLC
Firm CRD 334641 · CA · Reported as state-registered
Registration date: 2025-06-24
- BROOKSIDE CAPITAL GROUP LLC
Firm CRD 334658 · CA · Reported as state-registered
Registration date: 2025-02-20
- HOLLAND STRATEGIC WEALTH ADVISORS LLC
Firm CRD 334665 · CA · Reported as state-registered
Registration date: 2025-02-24
- MINDFUL MILLIONS MANAGEMENT PLLC
Firm CRD 334667 · AZ · Reported as state-registered
Registration date: 2025-03-13
- EMERSON PARTNERS
Firm CRD 334672 · CA · Reported as state-registered
Registration date: 2026-06-09
- PALUMBO CAPITAL GROUP, LLC
Firm CRD 334679 · AZ · Reported as state-registered
Registration date: 2025-09-19
- PALUMBO CAPITAL GROUP, LLC
Firm CRD 334679 · WA · Reported as state-registered
Registration date: 2025-08-15
- KISHER CAPITAL, LLC
Firm CRD 334680 · CA · Reported as state-registered
Registration date: 2026-03-09
- MERIDIAN PASSAGE
Firm CRD 334704 · AZ · Reported as state-registered
Registration date: 2025-05-09