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.
- PACIFIC POINT WEALTH MANAGEMENT
Firm CRD 338392 · CA · Reported as state-registered
Registration date: 2026-03-12
- SISU CAPITAL MANAGEMENT LLC
Firm CRD 338402 · WA · Reported as state-registered
Registration date: 2026-06-11
- ELEVATE WEALTH LLC
Firm CRD 338405 · CA · Reported as state-registered
Registration date: 2026-07-10
- RECALIBRATING WEALTH
Firm CRD 338413 · CA · Reported as state-registered
Registration date: 2025-10-13
- PRENEED ADVISORY, LLC
Firm CRD 338417 · CA · Reported as state-registered
Registration date: 2026-01-08
- LAKEMONT WEALTH
Firm CRD 338421 · WA · Reported as state-registered
Registration date: 2026-01-02
- CASTELLANO WEALTH PLANNING
Firm CRD 338457 · TX · Reported as state-registered
Registration date: 2025-10-15
- PENMAR WEALTH MANAGEMENT LLC
Firm CRD 338462 · CA · Reported as state-registered
Registration date: 2025-10-03
- LILAC WEALTH, LLC
Firm CRD 338463 · CA · Reported as state-registered
Registration date: 2025-09-29
- MORRIS WEALTH MANAGEMENT
Firm CRD 338474 · CA · Reported as state-registered
Registration date: 2025-09-18
- KINGSLEY WEALTH PARTNERS, INC.
Firm CRD 338475 · AZ · Reported as state-registered
Registration date: 2026-06-10
- FINCRAFTERS ADVISORY LLC
Firm CRD 338552 · CA · Reported as state-registered
Registration date: 2025-10-17
- LGBTQ WEALTH PLANNING LLC
Firm CRD 338553 · TX · Reported as state-registered
Registration date: 2025-12-04
- JARIWALA FINANCIAL WELLNESS, LLC
Firm CRD 338561 · AZ · Reported as state-registered
Registration date: 2026-02-18
- ASCENSION LEGACY PARTNERS, INC.
Firm CRD 338567 · TX · Reported as state-registered
Registration date: 2026-07-13
- DALLAS FINANCIAL PLANNING LLC
Firm CRD 338591 · TX · Reported as state-registered
Registration date: 2026-01-05
- VESSEL FINANCIAL PLANNING LLC
Firm CRD 338596 · TX · Reported as state-registered
Registration date: 2026-01-23
- RTB WEALTH ADVISORS, LLC
Firm CRD 338599 · CA · Reported as state-registered
Registration date: 2026-01-15
- RTB WEALTH ADVISORS, LLC
Firm CRD 338599 · TX · Reported as state-registered
Registration date: 2025-11-13
- SIGHTLINE CAPITAL LLC
Firm CRD 338600 · TX · Reported as state-registered
Registration date: 2026-02-06
- SILVERSTONE PRIVATE WEALTH
Firm CRD 338605 · TX · Reported as state-registered
Registration date: 2025-09-30
- SCOUT WEALTH ADVISORS LLC
Firm CRD 338629 · CA · Reported as state-registered
Registration date: 2026-07-01
- CONCEPTUM STRATEGIES
Firm CRD 338635 · TX · Reported as state-registered
Registration date: 2026-02-05
- BENDER MONEY LLC
Firm CRD 338636 · TX · Reported as state-registered
Registration date: 2026-02-23
- SOMOS FINANCIAL PARTNERS LLC
Firm CRD 338642 · TX · Reported as state-registered
Registration date: 2026-02-10