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.
674 published state registrations on 674 distinct firm CRDs.
- SAGE ADVICE FINANCIAL LLC
Firm CRD 338145 · AZ · Reported as state-registered
Registration date: 2026-01-01
- CLEARVIEW PRIVATE WEALTH
Firm CRD 338264 · AZ · Reported as state-registered
Registration date: 2025-10-28
- MAKARIOS INVESTMENTS INC
Firm CRD 338356 · AZ · Reported as state-registered
Registration date: 2025-11-04
- KINGSLEY WEALTH PARTNERS, INC.
Firm CRD 338475 · AZ · Reported as state-registered
Registration date: 2026-06-10
- JARIWALA FINANCIAL WELLNESS, LLC
Firm CRD 338561 · AZ · Reported as state-registered
Registration date: 2026-02-18
- BRIGHTWORK WEALTH MANAGEMENT, LLC
Firm CRD 338724 · AZ · Reported as state-registered
Registration date: 2026-05-14
- MOLINAR & CO FINANCIAL ADVOCATES
Firm CRD 338795 · AZ · Reported as state-registered
Registration date: 2026-01-01
- ALT ALPHA CAPITAL, LLC
Firm CRD 338849 · AZ · Reported as state-registered
Registration date: 2026-03-25
- LEGES WEALTH MANAGEMENT LLC
Firm CRD 339110 · AZ · Reported as state-registered
Registration date: 2026-01-01
- BRIGHTGUIDE FINANCIAL
Firm CRD 339155 · AZ · Reported as state-registered
Registration date: 2026-01-07
- HARPER WEALTH MANAGEMENT LLC
Firm CRD 339306 · AZ · Reported as state-registered
Registration date: 2026-01-01
- JAIN WEALTHONOMICS
Firm CRD 339432 · AZ · Reported as state-registered
Registration date: 2025-12-04
- READ FINANCIAL SERVICES LLC
Firm CRD 339527 · AZ · Reported as state-registered
Registration date: 2026-01-07
- BEACON FREEDOM ADVISORY, LLC
Firm CRD 339717 · AZ · Reported as state-registered
Registration date: 2026-05-01
- AWAKEN FINANCIAL DESIGNS LLC
Firm CRD 339725 · AZ · Reported as state-registered
Registration date: 2026-04-08
- CURRENTS WEALTH STRATEGIES LLC
Firm CRD 339968 · AZ · Reported as state-registered
Registration date: 2026-02-27
- THE MONEY AND VALUES GROUP
Firm CRD 340171 · AZ · Reported as state-registered
Registration date: 2026-04-22
- SUNBURST FINANCIAL MANAGEMENT LLC
Firm CRD 340234 · AZ · Reported as state-registered
Registration date: 2026-03-27
- KERNS LEGACY PLANNING
Firm CRD 340407 · AZ · Reported as state-registered
Registration date: 2026-02-12
- GROUNDWORK FINANCIAL PARTNERS
Firm CRD 340435 · AZ · Reported as state-registered
Registration date: 2026-03-10
- FJAKA WEALTH MANAGEMENT LLC
Firm CRD 340753 · AZ · Reported as state-registered
Registration date: 2026-08-03
- WORTHWHILE WEALTH
Firm CRD 341019 · AZ · Reported as state-registered
Registration date: 2026-06-17
- 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
- LUCAS RETIREMENT GROUP LLC
Firm CRD 341225 · AZ · Reported as state-registered
Registration date: 2026-05-07