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.
- MARAVI CAPITAL MANAGEMENT
Firm CRD 337908 · TX · Reported as state-registered
Registration date: 2025-09-12
- BODDINGTON CAPITAL, LLC
Firm CRD 337918 · CA · Reported as state-registered
Registration date: 2025-10-02
- GOLDEN ACRE WEALTH MANAGEMENT
Firm CRD 337930 · AZ · Reported as state-registered
Registration date: 2025-08-13
- ARCHSTONE CAPITAL ADVISORS
Firm CRD 337935 · CA · Reported as state-registered
Registration date: 2025-11-05
- AURE ADVISORS LLC
Firm CRD 337951 · CA · Reported as state-registered
Registration date: 2025-09-05
- THERAWEALTH, LLC
Firm CRD 337978 · TX · Reported as state-registered
Registration date: 2025-11-05
- NEVADA RETIREMENT PLANNERS, LLC
Firm CRD 337989 · CA · Reported as state-registered
Registration date: 2025-09-24
- WHITE SANDS FAMILY OFFICE LLC
Firm CRD 338005 · TX · Reported as state-registered
Registration date: 2025-11-24
- STYRA WEALTH MANAGEMENT
Firm CRD 338008 · AZ · Reported as state-registered
Registration date: 2025-08-27
- DEVENS WEALTH MANAGEMENT
Firm CRD 338031 · CA · Reported as state-registered
Registration date: 2025-09-19
- DOMINION FINANCIAL ADVISORS, LLC
Firm CRD 338047 · TX · Reported as state-registered
Registration date: 2025-11-14
- ENVEST ADVISORS, LLC
Firm CRD 338053 · CA · Reported as state-registered
Registration date: 2025-10-20
- ENVEST ADVISORS, LLC
Firm CRD 338053 · TX · Reported as state-registered
Registration date: 2026-01-09
- SPENDITRIGHT LLC
Firm CRD 338070 · TX · Reported as state-registered
Registration date: 2025-11-13
- ARIZONA WEALTH STRATEGIES LLC
Firm CRD 338071 · AZ · Reported as state-registered
Registration date: 2025-08-27
- SAGE ADVICE FINANCIAL LLC
Firm CRD 338145 · AZ · Reported as state-registered
Registration date: 2026-01-01
- MELO OUT FINANCIAL, LLC
Firm CRD 338179 · CA · Reported as state-registered
Registration date: 2025-11-20
- TEN SEVEN CAPITAL
Firm CRD 338193 · TX · Reported as state-registered
Registration date: 2026-04-10
- WIN PRIVATE WEALTH
Firm CRD 338220 · CA · Reported as state-registered
Registration date: 2025-09-16
- CLEARVIEW PRIVATE WEALTH
Firm CRD 338264 · AZ · Reported as state-registered
Registration date: 2025-10-28
- FIDUCIA WEALTH MANAGEMENT
Firm CRD 338281 · TX · Reported as state-registered
Registration date: 2026-03-25
- WG PLAN LLC
Firm CRD 338296 · TX · Reported as state-registered
Registration date: 2025-11-07
- ONE LIFE ADVISORY
Firm CRD 338319 · TX · Reported as state-registered
Registration date: 2025-09-30
- SIMPLIFIEDFP
Firm CRD 338336 · CA · Reported as state-registered
Registration date: 2025-10-14
- MAKARIOS INVESTMENTS INC
Firm CRD 338356 · AZ · Reported as state-registered
Registration date: 2025-11-04