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.
- MACALLEN CAPITAL
Firm CRD 341240 · AZ · Reported as state-registered
Registration date: 2026-04-10
- DEBORAH WEALTH ADVISORY LLC
Firm CRD 341446 · AZ · Reported as state-registered
Registration date: 2026-04-22
- VIRTUE WEALTH MANAGEMENT
Firm CRD 341892 · AZ · Reported as state-registered
Registration date: 2026-05-01
- BLUEPRINT WEALTH GROUP
Firm CRD 341908 · AZ · Reported as state-registered
Registration date: 2026-05-11
- VECTOR DYNAMICS WEALTH MANAGEMENT P.L.L.C
Firm CRD 342038 · AZ · Reported as state-registered
Registration date: 2026-05-13
- DYNAMIC LIFESTYLE PLANNING GROUP
Firm CRD 342405 · AZ · Reported as state-registered
Registration date: 2026-05-22
- GILBERT PRIVATE WEALTH LLC
Firm CRD 342519 · AZ · Reported as state-registered
Registration date: 2026-06-17
- WELCH PRIVATE WEALTH
Firm CRD 342657 · AZ · Reported as state-registered
Registration date: 2026-06-04
- REVEL WEALTH PARTNERS
Firm CRD 342660 · AZ · Reported as state-registered
Registration date: 2026-06-17
- BUILD WEALTH PARTNERS
Firm CRD 342705 · AZ · Reported as state-registered
Registration date: 2026-07-30
- QUINTESSENCE WEALTH COLLECTIVE LLC
Firm CRD 342821 · AZ · Reported as state-registered
Registration date: 2026-07-29
- YOCUM WEALTH
Firm CRD 342828 · AZ · Reported as state-registered
Registration date: 2026-06-29
- MAVERICK THOMAS CAPITAL
Firm CRD 342921 · AZ · Reported as state-registered
Registration date: 2026-09-17
- VALENCE WEALTH
Firm CRD 343126 · AZ · Reported as state-registered
Registration date: 2026-06-26
- BUGLE VALLEY
Firm CRD 343487 · AZ · Reported as state-registered
Registration date: 2026-08-10
- ADAM ADVISORY
Firm CRD 343508 · AZ · Reported as state-registered
Registration date: 2026-08-07
- MEASURED HORIZON WEALTH
Firm CRD 343510 · AZ · Reported as state-registered
Registration date: 2026-07-31
- SYNCHRAVEST LLC
Firm CRD 343653 · AZ · Reported as state-registered
Registration date: 2026-09-09
- DARING GREATLY WEALTH
Firm CRD 343678 · AZ · Reported as state-registered
Registration date: 2026-08-27
- SEQUEL CAPITAL MANAGEMENT, LLC
Firm CRD 343763 · AZ · Reported as state-registered
Registration date: 2026-08-25
- SAGE SAGUARO FINANCIAL PLANNING
Firm CRD 343892 · AZ · Reported as state-registered
Registration date: 2026-09-02
- NUAKH FINANCIAL
Firm CRD 344050 · AZ · Reported as state-registered
Registration date: 2026-09-08
- RUBICON FINANCIAL GROUP, LLC
Firm CRD 344258 · AZ · Reported as state-registered
Registration date: 2026-09-17
- J.H. DARBIE & CO., INC.
Firm CRD 43520 · AZ · Reported as state-registered
Registration date: 2024-07-03