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.
- BACK NINE FINANCIAL COACHING LLC
Firm CRD 337319 · CA · Reported as state-registered
Registration date: 2025-09-17
- UNCAGED IMPACT
Firm CRD 337332 · AZ · Reported as state-registered
Registration date: 2025-07-16
- SHE WEALTH ADVISORS LLC
Firm CRD 337375 · CA · Reported as state-registered
Registration date: 2025-10-22
- OFF-TRAIL WORKS LLC
Firm CRD 337378 · TX · Reported as state-registered
Registration date: 2025-09-22
- ANGEL LEGACY ADVISORS, LLC
Firm CRD 337395 · TX · Reported as state-registered
Registration date: 2025-08-19
- PARACCA FINANCIAL GROUP
Firm CRD 337399 · AZ · Reported as state-registered
Registration date: 2026-02-27
- LEGACY WEALTH, INC.
Firm CRD 337405 · CA · Reported as state-registered
Registration date: 2025-08-28
- FORUM PRIVATE WEALTH, LLC
Firm CRD 337425 · CA · Reported as state-registered
Registration date: 2025-09-23
- MUSLEH WEALTH MANAGEMENT LLC
Firm CRD 337428 · TX · Reported as state-registered
Registration date: 2025-08-19
- ANORA WEALTH
Firm CRD 337437 · CA · Reported as state-registered
Registration date: 2025-08-11
- ASCENSION ADVISORS
Firm CRD 337446 · AZ · Reported as state-registered
Registration date: 2025-11-03
- REFINED WEALTH
Firm CRD 337453 · TX · Reported as state-registered
Registration date: 2025-08-26
- WEALTHX ADVISORS
Firm CRD 337472 · AZ · Reported as state-registered
Registration date: 2025-08-11
- SAMJU CAPITAL LLC
Firm CRD 337477 · TX · Reported as state-registered
Registration date: 2026-03-23
- ONPOINT FINANCIAL ADVICE, LLC
Firm CRD 337503 · TX · Reported as state-registered
Registration date: 2025-09-04
- WOLFE SIGNAL CAPITAL LLC
Firm CRD 337507 · CA · Reported as state-registered
Registration date: 2025-09-15
- WEALTHWISE ASSET MANAGEMENT LLC
Firm CRD 337518 · CA · Reported as state-registered
Registration date: 2025-11-12
- ELITEGATE WEALTH, LLC
Firm CRD 337524 · TX · Reported as state-registered
Registration date: 2025-11-05
- DIVERGENT PATH CAPITAL MANAGEMENT
Firm CRD 337528 · TX · Reported as state-registered
Registration date: 2025-08-08
- ALONGSIDE FINANCIAL PARTNERS
Firm CRD 337539 · CA · Reported as state-registered
Registration date: 2025-08-29
- ALLEN FINANCIAL ADVISEMENT, INC.
Firm CRD 337542 · CA · Reported as state-registered
Registration date: 2025-08-27
- ALLEN FINANCIAL ADVISEMENT, INC.
Firm CRD 337542 · TX · Reported as state-registered
Registration date: 2026-04-06
- ALTA STRADA WEALTH MANAGEMENT
Firm CRD 337545 · TX · Reported as state-registered
Registration date: 2026-06-02
- TENNEXT LLC
Firm CRD 337549 · CA · Reported as state-registered
Registration date: 2025-10-30
- HIGHMARK, LLC
Firm CRD 337564 · TX · Reported as state-registered
Registration date: 2025-10-16