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.
- RIDGE FALLS FINANCIAL PLANNING
Firm CRD 335661 · WA · Reported as state-registered
Registration date: 2025-07-02
- PK WEALTH ADVISORS
Firm CRD 335676 · CA · Reported as state-registered
Registration date: 2025-06-30
- WJ CONSULTING LLC
Firm CRD 335699 · CA · Reported as state-registered
Registration date: 2025-07-30
- KAUZER CAPITAL MANAGEMENT, LLC
Firm CRD 335715 · CA · Reported as state-registered
Registration date: 2025-06-10
- CIRCUIT WEALTH LLC
Firm CRD 335718 · CA · Reported as state-registered
Registration date: 2025-05-09
- OAKRIDGE FINANCIAL PLANNING LLC
Firm CRD 335725 · TX · Reported as state-registered
Registration date: 2025-06-13
- LOAM ADVISORY
Firm CRD 335731 · CA · Reported as state-registered
Registration date: 2025-05-19
- THREE SHEEP WEALTH MANAGEMENT, LLC
Firm CRD 335741 · CA · Reported as state-registered
Registration date: 2025-04-23
- 72CAPITAL, LLC
Firm CRD 335758 · TX · Reported as state-registered
Registration date: 2025-07-09
- KCONNALLY STRATEGIES, LLC
Firm CRD 335766 · TX · Reported as state-registered
Registration date: 2025-06-26
- HIGH FLIGHT FINANCIAL LLC
Firm CRD 335788 · TX · Reported as state-registered
Registration date: 2025-05-06
- STREAMLINE ADVISORY
Firm CRD 335789 · WA · Reported as state-registered
Registration date: 2025-06-13
- STRATEGIC WEALTH MANAGEMENT LLC
Firm CRD 335792 · CA · Reported as state-registered
Registration date: 2026-01-06
- WALKER LEGACY INVESTMENTS
Firm CRD 335811 · WA · Reported as state-registered
Registration date: 2025-08-08
- ORION FINANCIAL GROUP
Firm CRD 335823 · TX · Reported as state-registered
Registration date: 2026-05-07
- VESICA WEALTH ACQUISITION
Firm CRD 335828 · TX · Reported as state-registered
Registration date: 2026-06-26
- LYON RESTAURANT ADVISORY
Firm CRD 335837 · CA · Reported as state-registered
Registration date: 2025-06-18
- GBS GROUP
Firm CRD 335904 · TX · Reported as state-registered
Registration date: 2025-05-28
- JOURNEY EQUITY WEALTH MANAGEMENT LLC
Firm CRD 335931 · CA · Reported as state-registered
Registration date: 2025-10-31
- TEXAS ASSURED FINANCIAL PLANNING LLC
Firm CRD 335988 · TX · Reported as state-registered
Registration date: 2025-09-03
- MMM CAPITAL VENTURES
Firm CRD 336015 · CA · Reported as state-registered
Registration date: 2026-02-04
- BRAVE NEW WEALTH
Firm CRD 336030 · CA · Reported as state-registered
Registration date: 2025-11-04
- FREEDOM WEALTH MANAGEMENT LLC
Firm CRD 336097 · CA · Reported as state-registered
Registration date: 2026-05-12
- FREEDOM WEALTH MANAGEMENT LLC
Firm CRD 336097 · WA · Reported as state-registered
Registration date: 2025-10-30
- THE WEALTH EXPEDITION
Firm CRD 336109 · TX · Reported as state-registered
Registration date: 2025-06-26