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.
- CURA COLLECTIVE LEGACY
Firm CRD 339769 · CA · Reported as state-registered
Registration date: 2026-03-12
- ANALOG CAPITAL AI, LLC
Firm CRD 339783 · TX · Reported as state-registered
Registration date: 2026-03-30
- FWM PARTNERS
Firm CRD 339804 · TX · Reported as state-registered
Registration date: 2026-05-12
- FINMENTUM LLC
Firm CRD 339822 · CA · Reported as state-registered
Registration date: 2025-12-23
- VON BLUCHER CAPITAL LLC
Firm CRD 339837 · CA · Reported as state-registered
Registration date: 2026-06-02
- FIRST FIDELITY WEALTH MANAGEMENT LLC
Firm CRD 339843 · TX · Reported as state-registered
Registration date: 2026-03-23
- RAVEN WEALTH ADVISORS
Firm CRD 339849 · CA · Reported as state-registered
Registration date: 2026-03-06
- XFO CAPITAL
Firm CRD 339871 · CA · Reported as state-registered
Registration date: 2026-02-02
- INSPIRE WEALTH ADVISORY LLC
Firm CRD 339878 · TX · Reported as state-registered
Registration date: 2026-07-06
- STORMBREAKER FINANCIAL LLC
Firm CRD 339890 · CA · Reported as state-registered
Registration date: 2026-01-27
- AGAPE WEALTH MANAGEMENT LLC
Firm CRD 339898 · CA · Reported as state-registered
Registration date: 2026-01-23
- FRONTSTAGE FINANCIAL LLC
Firm CRD 339913 · TX · Reported as state-registered
Registration date: 2026-03-30
- CRESSCILA WEALTH MANAGEMENT
Firm CRD 339914 · WA · Reported as state-registered
Registration date: 2026-06-02
- HOLT INVESTMENT PARTNERS LLC
Firm CRD 339917 · CA · Reported as state-registered
Registration date: 2026-02-02
- FD WEALTH ADVISORS, LLC
Firm CRD 339923 · CA · Reported as state-registered
Registration date: 2026-02-05
- CARDINAL WEALTH MANAGEMENT LLC
Firm CRD 339938 · TX · Reported as state-registered
Registration date: 2026-04-20
- CURRENTS WEALTH STRATEGIES LLC
Firm CRD 339968 · AZ · Reported as state-registered
Registration date: 2026-02-27
- LUHMAN WEALTH PARTNERS
Firm CRD 339978 · CA · Reported as state-registered
Registration date: 2026-05-27
- EVERGREEN INVESTMENT MANAGEMENT LLC
Firm CRD 339989 · WA · Reported as state-registered
Registration date: 2026-05-28
- LIBERTY FINANCIAL GROUP, INC.
Firm CRD 340009 · CA · Reported as state-registered
Registration date: 2026-01-21
- AUREVIA CAPITAL INC.
Firm CRD 340031 · CA · Reported as state-registered
Registration date: 2026-03-02
- SHERPA WEALTH MANAGEMENT LLC
Firm CRD 340032 · TX · Reported as state-registered
Registration date: 2026-03-19
- CORINGTON WEALTH
Firm CRD 340040 · CA · Reported as state-registered
Registration date: 2026-04-24
- RETIRE LAB LLC
Firm CRD 340070 · CA · Reported as state-registered
Registration date: 2026-07-17
- RETIRE LAB LLC
Firm CRD 340070 · TX · Reported as state-registered
Registration date: 2026-06-11