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.
- LAFAYETTE FINANCIAL PLANNING LLC
Firm CRD 341523 · TX · Reported as state-registered
Registration date: 2026-09-17
- VOSKA WEALTH
Firm CRD 341574 · CA · Reported as state-registered
Registration date: 2026-06-22
- 83 FINANCIAL
Firm CRD 341589 · TX · Reported as state-registered
Registration date: 2026-09-23
- SANTA SUSANA FINANCIAL, LLC
Firm CRD 341629 · CA · Reported as state-registered
Registration date: 2026-05-06
- VINDEX CAPITAL MANAGEMENT, LLC
Firm CRD 341633 · CA · Reported as state-registered
Registration date: 2026-08-26
- VERIFY WEALTH
Firm CRD 341678 · CA · Reported as state-registered
Registration date: 2026-07-07
- VERIFY WEALTH
Firm CRD 341678 · TX · Reported as state-registered
Registration date: 2026-07-21
- VARN FINANCIAL PLANNING
Firm CRD 341746 · CA · Reported as state-registered
Registration date: 2026-06-05
- SAAGA WEALTH PLANNING LLC
Firm CRD 341789 · CA · Reported as state-registered
Registration date: 2026-07-24
- HARVESTING GAINS CORPORATION
Firm CRD 341790 · CA · Reported as state-registered
Registration date: 2026-05-28
- ELITE DATA SOLUTIONS LLC
Firm CRD 341830 · TX · Reported as state-registered
Registration date: 2026-06-05
- CASTLE FINANCIAL
Firm CRD 341862 · CA · Reported as state-registered
Registration date: 2026-07-17
- YOU INVESTMENT MANAGEMENT LLC
Firm CRD 341891 · CA · Reported as state-registered
Registration date: 2026-05-20
- VIRTUE WEALTH MANAGEMENT
Firm CRD 341892 · AZ · Reported as state-registered
Registration date: 2026-05-01
- VIRTUE WEALTH MANAGEMENT
Firm CRD 341892 · TX · Reported as state-registered
Registration date: 2026-07-08
- BLUEPRINT WEALTH GROUP
Firm CRD 341908 · AZ · Reported as state-registered
Registration date: 2026-05-11
- IHSAN WEALTH
Firm CRD 341909 · TX · Reported as state-registered
Registration date: 2026-08-06
- AZUL PRIVATE WEALTH, LLC
Firm CRD 341915 · CA · Reported as state-registered
Registration date: 2026-06-26
- NADEL PRIVATE WEALTH LLC
Firm CRD 341947 · CA · Reported as state-registered
Registration date: 2026-07-29
- OPEN WATER ADVISORY PARTNERS
Firm CRD 342017 · CA · Reported as state-registered
Registration date: 2026-08-05
- FOURZAN FINANCIAL LLC
Firm CRD 342018 · CA · Reported as state-registered
Registration date: 2026-06-09
- VECTOR DYNAMICS WEALTH MANAGEMENT P.L.L.C
Firm CRD 342038 · AZ · Reported as state-registered
Registration date: 2026-05-13
- DOUGLAS MARIA LLC
Firm CRD 342107 · TX · Reported as state-registered
Registration date: 2026-07-08
- LAGUNA INVESTMENTS LLC
Firm CRD 342122 · CA · Reported as state-registered
Registration date: 2026-07-14
- DVERSIFY ADVISORS LLC
Firm CRD 342124 · TX · Reported as state-registered
Registration date: 2026-08-20