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.
600 published state registrations on 600 distinct firm CRDs.
- QUANTUM SOLUTIONS, INC.
Firm CRD 118309 · WA · Reported as state-registered
Registration date: 1995-09-28
- R & R RETIREMENT SERVICES, INC
Firm CRD 118776 · WA · Reported as state-registered
Registration date: 2007-12-17
- PACIFIC HORIZON INVESTMENT MANAGEMENT LLC
Firm CRD 119120 · WA · Reported as state-registered
Registration date: 2001-02-14
- CAPITAL INVESTMENT MANAGEMENT
Firm CRD 119481 · WA · Reported as state-registered
Registration date: 2002-03-27
- JOHN T. MCCARTHY, LLC
Firm CRD 119933 · WA · Reported as state-registered
Registration date: 2026-01-02
- OBSIDIAN INVESTMENT ADVISERS, LLC
Firm CRD 121157 · WA · Reported as state-registered
Registration date: 1999-10-05
- CAPITAL INVESTMENT SERVICES, LLC
Firm CRD 121567 · WA · Reported as state-registered
Registration date: 2002-07-31
- ANSELME CAPITAL, INC.
Firm CRD 122278 · WA · Reported as state-registered
Registration date: 2007-09-20
- LCI ADVISORS
Firm CRD 122383 · WA · Reported as state-registered
Registration date: 2011-07-29
- ROBERT A. UNDERHILL P.C.
Firm CRD 122686 · WA · Reported as state-registered
Registration date: 2002-12-18
- PARIVEDA INVESTMENT MANAGEMENT
Firm CRD 123471 · WA · Reported as state-registered
Registration date: 2015-06-29
- SKAGGS FINANCIAL PLANNING, LLC
Firm CRD 124216 · WA · Reported as state-registered
Registration date: 2003-01-02
- SMITH, BLAIR
Firm CRD 125134 · WA · Reported as state-registered
Registration date: 2015-01-14
- OMEGA FINANCIAL INVESTMENTS & INSURANCE
Firm CRD 125381 · WA · Reported as state-registered
Registration date: 2007-07-13
- SOUND FINANCIAL CENTER LLC
Firm CRD 125767 · WA · Reported as state-registered
Registration date: 2003-09-09
- FISCALIS ADVISORY, INC.
Firm CRD 126934 · WA · Reported as state-registered
Registration date: 2022-09-02
- KYARSIP FINANCIAL ADVISORS LLC
Firm CRD 128178 · WA · Reported as state-registered
Registration date: 2004-06-15
- ADVANCED TAX AND FINANCIAL SERVICES, INC.
Firm CRD 128968 · WA · Reported as state-registered
Registration date: 2003-12-19
- THOME FINANCIAL
Firm CRD 129190 · WA · Reported as state-registered
Registration date: 2004-01-21
- GALLAGHER CAPITAL CORP.
Firm CRD 129285 · WA · Reported as state-registered
Registration date: 2004-01-02
- HOOVER CAPITAL, L.L.C.
Firm CRD 130419 · WA · Reported as state-registered
Registration date: 2004-03-18
- IJD EVERGREEN FINANCIAL SERVICES LLC
Firm CRD 130456 · WA · Reported as state-registered
Registration date: 2004-09-13
- BEACON ROCK WEALTH ADVISORS
Firm CRD 131592 · WA · Reported as state-registered
Registration date: 2004-06-23
- SKG INVESTMENT SERVICES, LLC
Firm CRD 131685 · WA · Reported as state-registered
Registration date: 2004-11-24
- ON COURSE FINANCIAL PLANNING
Firm CRD 132172 · WA · Reported as state-registered
Registration date: 2004-11-02