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.
- STOUT CAPITAL MANAGEMENT LLC
Firm CRD 342154 · CA · Reported as state-registered
Registration date: 2026-07-31
- SERENITY ADVISING
Firm CRD 342168 · WA · Reported as state-registered
Registration date: 2026-08-06
- HAN ASSETS MANAGEMENT LLC
Firm CRD 342174 · CA · Reported as state-registered
Registration date: 2026-08-26
- PACIFIC PENSION ADVISORS LLC
Firm CRD 342177 · CA · Reported as state-registered
Registration date: 2026-07-17
- THEORY79 WEALTH DESIGN LLC
Firm CRD 342184 · TX · Reported as state-registered
Registration date: 2026-07-09
- MULTIPOLAR CAPITAL LLC
Firm CRD 342193 · CA · Reported as state-registered
Registration date: 2026-07-15
- WOO, HARRY
Firm CRD 342251 · CA · Reported as state-registered
Registration date: 2026-06-02
- ID ASSET ADVISORY
Firm CRD 342260 · CA · Reported as state-registered
Registration date: 2026-07-31
- BLACKACRE WEALTH
Firm CRD 342285 · CA · Reported as state-registered
Registration date: 2026-07-16
- BOND BELL & CO.
Firm CRD 342290 · CA · Reported as state-registered
Registration date: 2026-08-17
- ARTIZAN WEALTH
Firm CRD 342327 · CA · Reported as state-registered
Registration date: 2026-06-17
- YIU ADVISORS, LLC
Firm CRD 342347 · CA · Reported as state-registered
Registration date: 2026-06-05
- YOUYA WEALTH
Firm CRD 342387 · CA · Reported as state-registered
Registration date: 2026-06-08
- BAYLEAF FINANCIAL SERVICES
Firm CRD 342400 · CA · Reported as state-registered
Registration date: 2026-07-15
- DYNAMIC LIFESTYLE PLANNING GROUP
Firm CRD 342405 · AZ · Reported as state-registered
Registration date: 2026-05-22
- DYNAMIC LIFESTYLE PLANNING GROUP
Firm CRD 342405 · CA · Reported as state-registered
Registration date: 2026-07-21
- DYNAMIC LIFESTYLE PLANNING GROUP
Firm CRD 342405 · TX · Reported as state-registered
Registration date: 2026-09-17
- FAMILY STYLE ADVISORS LLC
Firm CRD 342407 · CA · Reported as state-registered
Registration date: 2026-07-02
- CAVENDER FINANCIAL PLANNING, LLC
Firm CRD 342417 · CA · Reported as state-registered
Registration date: 2026-06-10
- HERITAGE FIRST WEALTH MANAGEMENT, LLC
Firm CRD 342502 · CA · Reported as state-registered
Registration date: 2026-07-28
- LARKSPUR CAPITAL PARTNERS
Firm CRD 342508 · CA · Reported as state-registered
Registration date: 2026-07-15
- GILBERT PRIVATE WEALTH LLC
Firm CRD 342519 · AZ · Reported as state-registered
Registration date: 2026-06-17
- ALLZEN WEALTH AND FINANCIAL SERVICES
Firm CRD 342542 · TX · Reported as state-registered
Registration date: 2026-09-22
- 8020 CAPITAL MANAGEMENT
Firm CRD 342549 · CA · Reported as state-registered
Registration date: 2026-07-24
- SAGEFOLIO ADVISORS
Firm CRD 342600 · TX · Reported as state-registered
Registration date: 2026-09-29