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.
674 published state registrations on 674 distinct firm CRDs.
- OVERLAND ADVISORS
Firm CRD 334738 · AZ · Reported as state-registered
Registration date: 2026-02-04
- EXPONENT WEALTH LLC
Firm CRD 334968 · AZ · Reported as state-registered
Registration date: 2025-11-26
- IRIDESCENT CAPITAL MANAGEMENT
Firm CRD 334988 · AZ · Reported as state-registered
Registration date: 2025-04-02
- FOOTHILLS WEALTH MANAGEMENT, LLC
Firm CRD 335034 · AZ · Reported as state-registered
Registration date: 2025-06-16
- 6|21 PRIVATE WEALTH
Firm CRD 335433 · AZ · Reported as state-registered
Registration date: 2025-04-08
- NERGARD WEALTH MANAGEMENT, LLC
Firm CRD 335534 · AZ · Reported as state-registered
Registration date: 2025-05-29
- MAHOGANY FINANCIAL STRATEGIES LLC
Firm CRD 335547 · AZ · Reported as state-registered
Registration date: 2025-05-02
- ALTERNATIVE INVESTMENT ADVISORS, LLC
Firm CRD 336212 · AZ · Reported as state-registered
Registration date: 2025-06-13
- CALISI WEALTH MANAGEMENT
Firm CRD 336221 · AZ · Reported as state-registered
Registration date: 2025-06-04
- TULIP FINANCIAL PLANNING LLC
Firm CRD 336306 · AZ · Reported as state-registered
Registration date: 2025-05-13
- COATS WEALTH MANAGEMENT
Firm CRD 336335 · AZ · Reported as state-registered
Registration date: 2025-06-05
- ELEVATED WEALTH STRATEGIES LLC
Firm CRD 336633 · AZ · Reported as state-registered
Registration date: 2025-09-22
- RAYNMAKER FINANCIAL
Firm CRD 336729 · AZ · Reported as state-registered
Registration date: 2025-08-22
- B&E FINANCIAL SERVICES
Firm CRD 336816 · AZ · Reported as state-registered
Registration date: 2025-06-20
- QUANTUM WEALTH ADVISORS LLC
Firm CRD 336823 · AZ · Reported as state-registered
Registration date: 2025-09-05
- UNCAGED IMPACT
Firm CRD 337332 · AZ · Reported as state-registered
Registration date: 2025-07-16
- PARACCA FINANCIAL GROUP
Firm CRD 337399 · AZ · Reported as state-registered
Registration date: 2026-02-27
- ASCENSION ADVISORS
Firm CRD 337446 · AZ · Reported as state-registered
Registration date: 2025-11-03
- WEALTHX ADVISORS
Firm CRD 337472 · AZ · Reported as state-registered
Registration date: 2025-08-11
- THIRD STANZA GROUP
Firm CRD 337630 · AZ · Reported as state-registered
Registration date: 2025-09-24
- MPI INFINITE INVESTORS, LLC
Firm CRD 337830 · AZ · Reported as state-registered
Registration date: 2026-08-13
- ELEVATE INVESTMENT MANAGEMENT, LLC
Firm CRD 337862 · AZ · Reported as state-registered
Registration date: 2025-10-08
- GOLDEN ACRE WEALTH MANAGEMENT
Firm CRD 337930 · AZ · Reported as state-registered
Registration date: 2025-08-13
- STYRA WEALTH MANAGEMENT
Firm CRD 338008 · AZ · Reported as state-registered
Registration date: 2025-08-27
- ARIZONA WEALTH STRATEGIES LLC
Firm CRD 338071 · AZ · Reported as state-registered
Registration date: 2025-08-27