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.
- MANEY WEALTH
Firm CRD 340078 · CA · Reported as state-registered
Registration date: 2026-05-12
- THE FINANCIAL SCIENCES COMPANY, LLC
Firm CRD 340099 · TX · Reported as state-registered
Registration date: 2026-06-12
- GRANTD WEALTH, INC.
Firm CRD 340110 · CA · Reported as state-registered
Registration date: 2026-04-28
- GRANTD WEALTH, INC.
Firm CRD 340110 · TX · Reported as state-registered
Registration date: 2026-08-05
- INTEGRITY INVESTMENT PORTFOLIOS LLC
Firm CRD 340113 · CA · Reported as state-registered
Registration date: 2026-05-29
- KIN STEWARDS LLC
Firm CRD 340120 · CA · Reported as state-registered
Registration date: 2026-06-15
- GREYSTONE WEALTH MANAGEMENT LLC
Firm CRD 340127 · CA · Reported as state-registered
Registration date: 2026-02-04
- MONT AI
Firm CRD 340142 · CA · Reported as state-registered
Registration date: 2026-03-18
- REINHARDT CONSULTING
Firm CRD 340148 · WA · Reported as state-registered
Registration date: 2026-07-17
- THE MONEY AND VALUES GROUP
Firm CRD 340171 · AZ · Reported as state-registered
Registration date: 2026-04-22
- BALUDEN FINANCIAL
Firm CRD 340191 · CA · Reported as state-registered
Registration date: 2026-04-16
- SAVI FINANCE
Firm CRD 340202 · CA · Reported as state-registered
Registration date: 2026-08-26
- A YEO CAPITAL MANAGEMENT LLC
Firm CRD 340208 · CA · Reported as state-registered
Registration date: 2026-03-04
- MJ CAPITAL MANAGEMENT LLC
Firm CRD 340226 · CA · Reported as state-registered
Registration date: 2026-07-31
- GOLDEN STATE CAPITAL INC.
Firm CRD 340230 · CA · Reported as state-registered
Registration date: 2026-06-03
- SUNBURST FINANCIAL MANAGEMENT LLC
Firm CRD 340234 · AZ · Reported as state-registered
Registration date: 2026-03-27
- STQ CAPITAL
Firm CRD 340239 · CA · Reported as state-registered
Registration date: 2026-04-02
- BRAVO ZULU CAPITAL MANAGEMENT
Firm CRD 340256 · TX · Reported as state-registered
Registration date: 2026-03-03
- ADVISIA FINANCIAL PLANNING
Firm CRD 340257 · WA · Reported as state-registered
Registration date: 2026-06-01
- FREEDOM FORMULA WEALTH MANAGEMENT
Firm CRD 340258 · CA · Reported as state-registered
Registration date: 2026-09-24
- HULL WEALTH MANAGEMENT LLC
Firm CRD 340282 · WA · Reported as state-registered
Registration date: 2026-06-23
- GOSCH WEALTH ADVISORY
Firm CRD 340315 · TX · Reported as state-registered
Registration date: 2026-08-02
- GOLKONDA INVESTMENT ADVISORS
Firm CRD 340319 · CA · Reported as state-registered
Registration date: 2026-08-14
- SILVERHAVEN STRATEGIC WEALTH, LLC
Firm CRD 340335 · TX · Reported as state-registered
Registration date: 2026-06-04
- FINHIVE DISTRIBUTION
Firm CRD 340342 · TX · Reported as state-registered
Registration date: 2026-09-25