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.
- OLD BEACH INVESTMENT ADVISORS, LLC
Firm CRD 339424 · TX · Reported as state-registered
Registration date: 2025-10-31
- WEALTHMAP PLANNING
Firm CRD 339429 · CA · Reported as state-registered
Registration date: 2026-01-23
- JAIN WEALTHONOMICS
Firm CRD 339432 · AZ · Reported as state-registered
Registration date: 2025-12-04
- VIRESCENT FINANCIAL LLC
Firm CRD 339464 · TX · Reported as state-registered
Registration date: 2026-03-05
- NATIONAL RETIREMENT INSTITUTE
Firm CRD 339474 · CA · Reported as state-registered
Registration date: 2026-03-13
- JGL ADVISORY LLC
Firm CRD 339488 · CA · Reported as state-registered
Registration date: 2026-02-12
- HELIOS FINANCIAL SERVICES, LLC
Firm CRD 339501 · TX · Reported as state-registered
Registration date: 2026-04-22
- CLASSICCPA
Firm CRD 339515 · CA · Reported as state-registered
Registration date: 2026-03-23
- READ FINANCIAL SERVICES LLC
Firm CRD 339527 · AZ · Reported as state-registered
Registration date: 2026-01-07
- CRYSTAL OAK WEALTH MANAGEMENT, LLC
Firm CRD 339554 · TX · Reported as state-registered
Registration date: 2026-02-24
- CAMPBELL WEALTH PARTNERS, LLC
Firm CRD 339557 · TX · Reported as state-registered
Registration date: 2026-02-06
- HICOK FINANCIAL SOLUTIONS, LLC
Firm CRD 339582 · CA · Reported as state-registered
Registration date: 2026-02-12
- LAKELINE FINANCIAL
Firm CRD 339602 · TX · Reported as state-registered
Registration date: 2026-04-22
- KINDRED PEAK WEALTH MANAGEMENT LLC
Firm CRD 339644 · TX · Reported as state-registered
Registration date: 2026-08-07
- DIXIE'S TAX & FINANCIAL SERVICES, L.L.C.
Firm CRD 339645 · WA · Reported as state-registered
Registration date: 2026-06-01
- PENMAR
Firm CRD 339676 · CA · Reported as state-registered
Registration date: 2025-12-23
- RIVERSIDE FINANCIAL ADVISORS LLC
Firm CRD 339678 · TX · Reported as state-registered
Registration date: 2026-02-13
- PAX HORIZON WEALTH MANAGEMENT, LLC
Firm CRD 339680 · CA · Reported as state-registered
Registration date: 2026-01-01
- VIGNEC FINANCIAL LLC
Firm CRD 339711 · WA · Reported as state-registered
Registration date: 2026-02-20
- BEACON FREEDOM ADVISORY, LLC
Firm CRD 339717 · AZ · Reported as state-registered
Registration date: 2026-05-01
- BEACON FREEDOM ADVISORY, LLC
Firm CRD 339717 · CA · Reported as state-registered
Registration date: 2026-07-10
- AWAKEN FINANCIAL DESIGNS LLC
Firm CRD 339725 · AZ · Reported as state-registered
Registration date: 2026-04-08
- ARCADIA PRIVATE WEALTH LLC
Firm CRD 339734 · CA · Reported as state-registered
Registration date: 2026-02-05
- BRANCH & BLOOM FINANCIAL PLANNING, LLC
Firm CRD 339754 · CA · Reported as state-registered
Registration date: 2026-01-30
- PECUSAVVY FINANCIAL
Firm CRD 339768 · TX · Reported as state-registered
Registration date: 2026-07-09