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.
674 published state registrations on 674 distinct firm CRDs.
- HOWLETT TAX SERVICES, INC
Firm CRD 332582 · AZ · Reported as state-registered
Registration date: 2026-07-30
- ARDENT WEALTH MANAGEMENT
Firm CRD 332593 · AZ · Reported as state-registered
Registration date: 2024-11-08
- LIFE STORY WEALTH PLANNING
Firm CRD 332717 · AZ · Reported as state-registered
Registration date: 2024-11-18
- STUDIOI, LLC
Firm CRD 332785 · AZ · Reported as state-registered
Registration date: 2024-08-29
- 49TH PARALLEL WEALTH MANAGEMENT
Firm CRD 332829 · AZ · Reported as state-registered
Registration date: 2024-10-07
- WEALTH FOR LIFE, LLC
Firm CRD 332834 · AZ · Reported as state-registered
Registration date: 2025-10-15
- CASTANEDA FINANCIAL MANAGEMENT
Firm CRD 332892 · AZ · Reported as state-registered
Registration date: 2024-09-25
- LIFE STRATEGY PARTNERS
Firm CRD 332925 · AZ · Reported as state-registered
Registration date: 2024-09-03
- MONTIS MANAGEMENT
Firm CRD 332940 · AZ · Reported as state-registered
Registration date: 2025-01-30
- TEKTON WEALTH ADVISORS
Firm CRD 333039 · AZ · Reported as state-registered
Registration date: 2026-03-19
- 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
- FIWHEELS
Firm CRD 333225 · AZ · Reported as state-registered
Registration date: 2024-10-23
- COOL WEALTH MANAGEMENT
Firm CRD 333281 · AZ · Reported as state-registered
Registration date: 2025-01-02
- FENGER FINANCIAL, PLLC
Firm CRD 333384 · AZ · Reported as state-registered
Registration date: 2024-12-09
- CORTEZ WEALTH MANAGEMENT
Firm CRD 333390 · AZ · Reported as state-registered
Registration date: 2026-03-02
- ANNE CORNELIUS, CPA, P.C.
Firm CRD 333469 · AZ · Reported as state-registered
Registration date: 2024-11-18
- UNIVERSAL WEALTH MANAGEMENT LLC
Firm CRD 333585 · AZ · Reported as state-registered
Registration date: 2024-11-26
- RAYMOND JOHN MANAGEMENT LLC
Firm CRD 333604 · AZ · Reported as state-registered
Registration date: 2024-11-21
- GRINSTEAD WEALTH MANAGEMENT
Firm CRD 334096 · AZ · Reported as state-registered
Registration date: 2025-12-10
- ELION FINANCIAL, LLC
Firm CRD 334200 · AZ · Reported as state-registered
Registration date: 2025-01-10
- JOLLEY WEALTH MANAGEMENT, LLC
Firm CRD 334209 · AZ · Reported as state-registered
Registration date: 2025-07-31
- MINDFUL MILLIONS MANAGEMENT PLLC
Firm CRD 334667 · AZ · Reported as state-registered
Registration date: 2025-03-13
- PALUMBO CAPITAL GROUP, LLC
Firm CRD 334679 · AZ · Reported as state-registered
Registration date: 2025-09-19
- MERIDIAN PASSAGE
Firm CRD 334704 · AZ · Reported as state-registered
Registration date: 2025-05-09