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.
- NOOR FINANCIAL SERVICES
Firm CRD 338683 · CA · Reported as state-registered
Registration date: 2025-11-06
- BLUE HORIZON INVESTMENTS LLC
Firm CRD 338691 · TX · Reported as state-registered
Registration date: 2026-02-05
- ROBIN LEE WEALTH MANAGEMENT
Firm CRD 338696 · CA · Reported as state-registered
Registration date: 2025-11-24
- FOUR PINES FINANCIAL
Firm CRD 338709 · TX · Reported as state-registered
Registration date: 2026-01-16
- SEVENWEALTH LLC
Firm CRD 338710 · TX · Reported as state-registered
Registration date: 2026-04-20
- BRIGHTWORK WEALTH MANAGEMENT, LLC
Firm CRD 338724 · AZ · Reported as state-registered
Registration date: 2026-05-14
- BEACON LIGHT WEALTH MANAGEMENT
Firm CRD 338731 · TX · Reported as state-registered
Registration date: 2026-01-23
- TWENTY-FIVE CAPITAL PARTNERS
Firm CRD 338735 · CA · Reported as state-registered
Registration date: 2026-05-05
- PROPULSION CAPITAL MANAGEMENT LLC
Firm CRD 338744 · CA · Reported as state-registered
Registration date: 2025-10-29
- MAR FINANCIAL
Firm CRD 338746 · TX · Reported as state-registered
Registration date: 2026-03-19
- ZAPA INVESTING LLC
Firm CRD 338749 · CA · Reported as state-registered
Registration date: 2026-02-05
- PEZZI WEALTH MANAGEMENT LLC
Firm CRD 338782 · CA · Reported as state-registered
Registration date: 2026-01-09
- J. OLIVER MAXWELL, LLC
Firm CRD 338783 · CA · Reported as state-registered
Registration date: 2025-12-03
- MOLINAR & CO FINANCIAL ADVOCATES
Firm CRD 338795 · AZ · Reported as state-registered
Registration date: 2026-01-01
- COMMONWEALTH FAMILY OFFICE
Firm CRD 338805 · CA · Reported as state-registered
Registration date: 2025-10-31
- CREST WEALTH MANAGEMENT LLC
Firm CRD 338818 · CA · Reported as state-registered
Registration date: 2025-10-20
- EQUALIENT, LLC
Firm CRD 338820 · CA · Reported as state-registered
Registration date: 2025-10-28
- CLARITY WEALTH PARTNERS
Firm CRD 338840 · CA · Reported as state-registered
Registration date: 2026-01-22
- ALT ALPHA CAPITAL, LLC
Firm CRD 338849 · AZ · Reported as state-registered
Registration date: 2026-03-25
- NOBLEHOUSE FAMILY OFFICE, LLC
Firm CRD 338855 · TX · Reported as state-registered
Registration date: 2026-02-26
- SR99ADVISORS
Firm CRD 338890 · CA · Reported as state-registered
Registration date: 2025-11-26
- CRADLE TO COLLEGE FINANCIAL, LLC
Firm CRD 338930 · TX · Reported as state-registered
Registration date: 2026-01-12
- BORA CAPITAL, LLC
Firm CRD 338951 · CA · Reported as state-registered
Registration date: 2026-08-05
- SPELTS WEALTH MANAGEMENT, INC.
Firm CRD 338961 · CA · Reported as state-registered
Registration date: 2025-11-04
- RABBITPLANS
Firm CRD 338966 · CA · Reported as state-registered
Registration date: 2026-02-27