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.
- HORIZON RIDGE ADVISORS L.L.C.
Firm CRD 341038 · AZ · Reported as state-registered
Registration date: 2026-05-08
- ASPEN & PINE ASSET MANAGEMENT
Firm CRD 341048 · AZ · Reported as state-registered
Registration date: 2026-03-25
- SCHOLARDOG
Firm CRD 341107 · CA · Reported as state-registered
Registration date: 2026-04-14
- VANMAY WEALTH MANAGEMENT
Firm CRD 341172 · CA · Reported as state-registered
Registration date: 2026-06-10
- SHEPHERD ADVISORY LLC
Firm CRD 341190 · TX · Reported as state-registered
Registration date: 2026-07-28
- APOGEE WEALTH ADVISORS
Firm CRD 341202 · CA · Reported as state-registered
Registration date: 2026-06-09
- GREENBOOK FINANCIAL
Firm CRD 341212 · CA · Reported as state-registered
Registration date: 2026-05-11
- TARTAN ROAD WEALTH ADVISORY, LLC
Firm CRD 341219 · TX · Reported as state-registered
Registration date: 2026-06-02
- LUCAS RETIREMENT GROUP LLC
Firm CRD 341225 · AZ · Reported as state-registered
Registration date: 2026-05-07
- MACALLEN CAPITAL
Firm CRD 341240 · AZ · Reported as state-registered
Registration date: 2026-04-10
- EASY SUNDAY FINANCIAL PLANNING
Firm CRD 341242 · CA · Reported as state-registered
Registration date: 2026-05-08
- P&L FAMILY WEALTH
Firm CRD 341272 · CA · Reported as state-registered
Registration date: 2026-05-11
- CRESCENT MERIDIAN CAPITAL LLC
Firm CRD 341276 · CA · Reported as state-registered
Registration date: 2026-06-19
- SAPPHIRE WEALTH ADVISORY
Firm CRD 341280 · CA · Reported as state-registered
Registration date: 2026-04-10
- TOP RANK WEALTH MANAGEMENT, LLC
Firm CRD 341288 · CA · Reported as state-registered
Registration date: 2026-07-22
- WHEELER FINANCIAL SERVICES, LLC
Firm CRD 341295 · CA · Reported as state-registered
Registration date: 2026-07-02
- PATTERSON STRATEGIC EQUITY LLC
Firm CRD 341329 · TX · Reported as state-registered
Registration date: 2026-04-15
- BLANCK FINANCIAL
Firm CRD 341353 · TX · Reported as state-registered
Registration date: 2026-09-21
- GOLDENSTATE WEALTH MANAGEMENT
Firm CRD 341355 · TX · Reported as state-registered
Registration date: 2026-06-12
- LAHONTAN CAPITAL LLC
Firm CRD 341420 · CA · Reported as state-registered
Registration date: 2026-07-08
- KODA CAPITAL MANAGEMENT LLC
Firm CRD 341421 · CA · Reported as state-registered
Registration date: 2026-05-06
- INDIGO PRIVATE WEALTH
Firm CRD 341427 · CA · Reported as state-registered
Registration date: 2026-04-27
- DEBORAH WEALTH ADVISORY LLC
Firm CRD 341446 · AZ · Reported as state-registered
Registration date: 2026-04-22
- SAVY WEALTH ADVISORS, INC
Firm CRD 341453 · CA · Reported as state-registered
Registration date: 2026-06-05
- EVERGLADE CAPITAL, LLC
Firm CRD 341491 · TX · Reported as state-registered
Registration date: 2026-09-16