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.
- HYVORIAN FINANCIAL
Firm CRD 339194 · TX · Reported as state-registered
Registration date: 2026-02-13
- ARUSHA WEALTH LIMITED LIABILITY COMPANY
Firm CRD 339208 · TX · Reported as state-registered
Registration date: 2026-03-06
- CHENG, JEN I
Firm CRD 339213 · CA · Reported as state-registered
Registration date: 2026-01-06
- AVORA WEALTH LLC
Firm CRD 339217 · TX · Reported as state-registered
Registration date: 2026-01-14
- 360 WEALTH CREATION
Firm CRD 339237 · CA · Reported as state-registered
Registration date: 2026-06-09
- 360 WEALTH CREATION
Firm CRD 339237 · TX · Reported as state-registered
Registration date: 2026-02-24
- NEXT PLAY WEALTH
Firm CRD 339239 · CA · Reported as state-registered
Registration date: 2026-03-23
- PARKSIDE FAMILY OFFICE LLC
Firm CRD 339242 · WA · Reported as state-registered
Registration date: 2026-03-31
- POTENTIA WEALTH ADVISORS LLC
Firm CRD 339262 · TX · Reported as state-registered
Registration date: 2026-03-26
- WORTH WEALTH ADVISORS, LLC
Firm CRD 339284 · TX · Reported as state-registered
Registration date: 2026-03-18
- HARPER WEALTH MANAGEMENT LLC
Firm CRD 339306 · AZ · Reported as state-registered
Registration date: 2026-01-01
- STRONG FOUNDATION WEALTH MANAGEMENT LLC
Firm CRD 339307 · CA · Reported as state-registered
Registration date: 2025-11-25
- DARROW WEALTH GROUP
Firm CRD 339323 · CA · Reported as state-registered
Registration date: 2025-12-15
- KOLB WEALTH MANAGEMENT, LLC
Firm CRD 339325 · CA · Reported as state-registered
Registration date: 2026-01-14
- RIVERWEST FINANCIAL LLC
Firm CRD 339333 · CA · Reported as state-registered
Registration date: 2026-01-07
- CATTON CAPITAL PARTNERS, LLC
Firm CRD 339336 · CA · Reported as state-registered
Registration date: 2026-07-14
- PHIL ADVISORS LLC
Firm CRD 339339 · CA · Reported as state-registered
Registration date: 2026-02-04
- WEALTH AND PLAN
Firm CRD 339344 · TX · Reported as state-registered
Registration date: 2026-02-18
- DEFINITIVE ADVISOR GROUP, LLC.
Firm CRD 339346 · TX · Reported as state-registered
Registration date: 2026-03-20
- PEACH WEALTH MANAGEMENT
Firm CRD 339353 · TX · Reported as state-registered
Registration date: 2026-03-03
- ARCADIAN ASSOCIATES, LLC
Firm CRD 339355 · CA · Reported as state-registered
Registration date: 2026-02-05
- 584 NORTH LLC
Firm CRD 339372 · TX · Reported as state-registered
Registration date: 2026-03-03
- TIVERTON WEALTH
Firm CRD 339410 · TX · Reported as state-registered
Registration date: 2026-02-19
- SOUTHERN CAPITAL PARTNERS, LLC
Firm CRD 339415 · TX · Reported as state-registered
Registration date: 2026-02-10
- BAY AREA WEALTH ADVISORS
Firm CRD 339420 · CA · Reported as state-registered
Registration date: 2026-02-04