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.
600 published state registrations on 600 distinct firm CRDs.
- FREEDOM WEALTH MANAGEMENT LLC
Firm CRD 336097 · WA · Reported as state-registered
Registration date: 2025-10-30
- PATHWAY FINANCIAL ADVISORY, LLC
Firm CRD 336511 · WA · Reported as state-registered
Registration date: 2026-04-01
- FLECK JURENKA WEALTH MANAGEMENT LLC
Firm CRD 336807 · WA · Reported as state-registered
Registration date: 2026-05-18
- NEXUS STRATEGIC WEALTH
Firm CRD 336847 · WA · Reported as state-registered
Registration date: 2025-08-15
- FAIRWAY PLANNING
Firm CRD 337261 · WA · Reported as state-registered
Registration date: 2025-12-08
- THIRD STANZA GROUP
Firm CRD 337630 · WA · Reported as state-registered
Registration date: 2026-01-02
- SISU CAPITAL MANAGEMENT LLC
Firm CRD 338402 · WA · Reported as state-registered
Registration date: 2026-06-11
- LAKEMONT WEALTH
Firm CRD 338421 · WA · Reported as state-registered
Registration date: 2026-01-02
- EVERLEAP FINANCIAL PLANNING
Firm CRD 339081 · WA · Reported as state-registered
Registration date: 2026-02-04
- AYURASSET LLC
Firm CRD 339114 · WA · Reported as state-registered
Registration date: 2026-04-08
- PARKSIDE FAMILY OFFICE LLC
Firm CRD 339242 · WA · Reported as state-registered
Registration date: 2026-03-31
- DIXIE'S TAX & FINANCIAL SERVICES, L.L.C.
Firm CRD 339645 · WA · Reported as state-registered
Registration date: 2026-06-01
- VIGNEC FINANCIAL LLC
Firm CRD 339711 · WA · Reported as state-registered
Registration date: 2026-02-20
- CRESSCILA WEALTH MANAGEMENT
Firm CRD 339914 · WA · Reported as state-registered
Registration date: 2026-06-02
- EVERGREEN INVESTMENT MANAGEMENT LLC
Firm CRD 339989 · WA · Reported as state-registered
Registration date: 2026-05-28
- REINHARDT CONSULTING
Firm CRD 340148 · WA · Reported as state-registered
Registration date: 2026-07-17
- ADVISIA FINANCIAL PLANNING
Firm CRD 340257 · WA · Reported as state-registered
Registration date: 2026-06-01
- HULL WEALTH MANAGEMENT LLC
Firm CRD 340282 · WA · Reported as state-registered
Registration date: 2026-06-23
- GENSPHERE PRIVATE WEALTH, LLC
Firm CRD 340872 · WA · Reported as state-registered
Registration date: 2026-06-25
- STEELHEAD CAPITAL MANAGEMENT LLC
Firm CRD 340874 · WA · Reported as state-registered
Registration date: 2026-08-14
- HELIX ADVISORS LLC
Firm CRD 340983 · WA · Reported as state-registered
Registration date: 2026-09-10
- SERENITY ADVISING
Firm CRD 342168 · WA · Reported as state-registered
Registration date: 2026-08-06
- AVERTON WEALTH
Firm CRD 342624 · WA · Reported as state-registered
Registration date: 2026-08-13
- NORTH PINE STRATEGIC WEALTH
Firm CRD 342628 · WA · Reported as state-registered
Registration date: 2026-08-14
- STRONG TOWER FINANCIAL GROUP
Firm CRD 343008 · WA · Reported as state-registered
Registration date: 2026-09-23