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.
- WORTHWHILE WEALTH COUNCIL
Firm CRD 126918 · AZ · Reported as state-registered
Registration date: 2014-06-02
- FISCALIS ADVISORY, INC.
Firm CRD 126934 · CA · Reported as state-registered
Registration date: 2003-12-09
- FISCALIS ADVISORY, INC.
Firm CRD 126934 · WA · Reported as state-registered
Registration date: 2022-09-02
- REGAL CAPITAL MANAGEMENT, INC.
Firm CRD 126952 · TX · Reported as state-registered
Registration date: 2018-08-29
- MICHAEL J.D. MCCALL, LLC
Firm CRD 126981 · CA · Reported as state-registered
Registration date: 2009-07-08
- JERSIN FINANCIAL SERVICES
Firm CRD 126990 · CA · Reported as state-registered
Registration date: 2004-01-01
- WILLIAM HENRY YARNALL III
Firm CRD 127016 · CA · Reported as state-registered
Registration date: 2003-07-31
- CAPITAL INTELLIGENCE ADVISORS, INC.
Firm CRD 127023 · CA · Reported as state-registered
Registration date: 2004-03-03
- DON A. SLABAUGH, LLC
Firm CRD 127024 · TX · Reported as state-registered
Registration date: 2020-04-07
- ANDORRA CAPITAL
Firm CRD 127045 · AZ · Reported as state-registered
Registration date: 2012-08-06
- JASMIJN CAPITAL MANAGEMENT, LLC
Firm CRD 127066 · CA · Reported as state-registered
Registration date: 2024-02-07
- SILBERMAN WEALTH STRATEGIES, INC.
Firm CRD 127100 · CA · Reported as state-registered
Registration date: 2003-07-14
- MUHR ADVISORY GROUP
Firm CRD 127104 · CA · Reported as state-registered
Registration date: 2003-09-23
- SYNERGIST WEALTH ADVISORS
Firm CRD 127126 · CA · Reported as state-registered
Registration date: 2003-06-23
- FINANCIAL LIFESTYLE MANAGEMENT
Firm CRD 127138 · TX · Reported as state-registered
Registration date: 2003-06-18
- FINANCIAL ADVANTAGE
Firm CRD 127273 · TX · Reported as state-registered
Registration date: 2003-10-07
- SCHWAN FINANCIAL ADVISORS, LLC
Firm CRD 127313 · AZ · Reported as state-registered
Registration date: 2012-06-27
- KELMAR CAPITAL MANAGEMENT, LLC
Firm CRD 127350 · CA · Reported as state-registered
Registration date: 2001-10-03
- WINSHIP WEALTH PARTNERS
Firm CRD 127409 · CA · Reported as state-registered
Registration date: 2003-08-19
- BEN-DAVID FINANCIAL PLANNING
Firm CRD 127450 · CA · Reported as state-registered
Registration date: 2003-08-11
- WILSHIRE-PENNINGTON GROUP, INC.
Firm CRD 127465 · TX · Reported as state-registered
Registration date: 2012-10-12
- MENON/BROWN ADVISORY GROUP
Firm CRD 127508 · CA · Reported as state-registered
Registration date: 1999-05-26
- HERMITAGE ADVISORS, LTD.
Firm CRD 127564 · CA · Reported as state-registered
Registration date: 2003-07-30
- MACRO WEALTH ADVISORS, INC.
Firm CRD 127586 · TX · Reported as state-registered
Registration date: 2012-01-30
- LODESTAR ADVISORY GROUP, LLC
Firm CRD 127591 · CA · Reported as state-registered
Registration date: 2017-05-11