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.
- SMARTCOURSE ADVISORY, LLC
Firm CRD 334957 · CA · Reported as state-registered
Registration date: 2025-03-06
- EXPONENT WEALTH LLC
Firm CRD 334968 · AZ · Reported as state-registered
Registration date: 2025-11-26
- FPF WEALTH LLC
Firm CRD 334987 · CA · Reported as state-registered
Registration date: 2025-09-24
- IRIDESCENT CAPITAL MANAGEMENT
Firm CRD 334988 · AZ · Reported as state-registered
Registration date: 2025-04-02
- WONDERLAND FINANCIAL PLANNING
Firm CRD 335023 · CA · Reported as state-registered
Registration date: 2025-09-03
- WONDERLAND FINANCIAL PLANNING
Firm CRD 335023 · WA · Reported as state-registered
Registration date: 2025-05-21
- FOOTHILLS WEALTH MANAGEMENT, LLC
Firm CRD 335034 · AZ · Reported as state-registered
Registration date: 2025-06-16
- DORNICK WEALTH MANAGEMENT
Firm CRD 335053 · TX · Reported as state-registered
Registration date: 2025-04-24
- VEDANTA SENTINEL INVESTMENT ADVISORS
Firm CRD 335058 · TX · Reported as state-registered
Registration date: 2025-04-04
- RUN FREE CAPITAL LLC
Firm CRD 335076 · CA · Reported as state-registered
Registration date: 2025-04-24
- KENOBI WEALTH
Firm CRD 335087 · TX · Reported as state-registered
Registration date: 2025-05-28
- FINANCIAL ESSENTIALS 4 LIFE, INC.
Firm CRD 335105 · CA · Reported as state-registered
Registration date: 2025-05-13
- HALAL ALPHA
Firm CRD 335111 · TX · Reported as state-registered
Registration date: 2025-05-15
- BANCROFT BOOTH CAPITAL ADVISORS
Firm CRD 335113 · TX · Reported as state-registered
Registration date: 2025-09-12
- FLIPWITHLOU&KIP LLC
Firm CRD 335123 · CA · Reported as state-registered
Registration date: 2025-04-30
- MENDE FINANCIAL COUNCIL, INC.
Firm CRD 335136 · CA · Reported as state-registered
Registration date: 2025-04-17
- DUAL DESERT WEALTH MANAGEMENT, LLC
Firm CRD 335137 · WA · Reported as state-registered
Registration date: 2025-05-07
- VIRIDIAN WAY LLC
Firm CRD 335138 · CA · Reported as state-registered
Registration date: 2025-03-27
- WALLA WALLA WEALTH ADVISORS
Firm CRD 335162 · WA · Reported as state-registered
Registration date: 2025-06-02
- YARASH GLOBAL SOLUTIONS INC.
Firm CRD 335185 · CA · Reported as state-registered
Registration date: 2025-12-03
- DESAI WEALTH LLC
Firm CRD 335226 · CA · Reported as state-registered
Registration date: 2025-05-09
- FIVE KEYS PRIVATE ADVISORS LLC
Firm CRD 335228 · TX · Reported as state-registered
Registration date: 2025-06-18
- RO2 WEALTH
Firm CRD 335232 · CA · Reported as state-registered
Registration date: 2025-04-10
- APIIS WEALTH MANAGEMENT CORP.
Firm CRD 335241 · CA · Reported as state-registered
Registration date: 2025-05-15
- TAYLOR WILLIAMS PRIVATE WEALTH MANAGEMENT LLC
Firm CRD 335249 · TX · Reported as state-registered
Registration date: 2025-04-25