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.
- BRADFORDCRANE COMPANY LLC
Firm CRD 132288 · WA · Reported as state-registered
Registration date: 2017-09-28
- COOPER POINT ADVISORS LLC
Firm CRD 132928 · WA · Reported as state-registered
Registration date: 2004-11-01
- QUANTUM FINANCIAL PLANNING LLC
Firm CRD 133626 · WA · Reported as state-registered
Registration date: 2020-07-07
- GUARDIAN PLUS INC
Firm CRD 134306 · WA · Reported as state-registered
Registration date: 2012-03-16
- ADAMS FINANCIAL CONCEPTS, LLC
Firm CRD 134545 · WA · Reported as state-registered
Registration date: 2024-08-13
- SITKA PACIFIC CAPITAL MANAGEMENT, LLC
Firm CRD 134699 · WA · Reported as state-registered
Registration date: 2016-04-26
- KELP CAPITAL LLC
Firm CRD 135079 · WA · Reported as state-registered
Registration date: 2005-10-12
- MYICON
Firm CRD 136554 · WA · Reported as state-registered
Registration date: 2010-01-19
- PETERSON WEALTH MANAGEMENT
Firm CRD 136585 · WA · Reported as state-registered
Registration date: 2026-04-02
- MCHENRY CAPITAL, L.L.C.
Firm CRD 136594 · WA · Reported as state-registered
Registration date: 2020-02-19
- PENN COVE FINANCIAL, LLC
Firm CRD 137046 · WA · Reported as state-registered
Registration date: 2006-03-07
- GABRIEL CAPITAL, LLC
Firm CRD 137613 · WA · Reported as state-registered
Registration date: 2010-05-26
- ERIKSEN CAPITAL MANAGEMENT
Firm CRD 138089 · WA · Reported as state-registered
Registration date: 2006-03-21
- CREATIVE RETIREMENT PLANNING, INC.
Firm CRD 138274 · WA · Reported as state-registered
Registration date: 2006-01-05
- FLEET CAPITAL MANAGEMENT, LLC
Firm CRD 138836 · WA · Reported as state-registered
Registration date: 2010-09-24
- MERIDAN CAPITAL, LLC
Firm CRD 139180 · WA · Reported as state-registered
Registration date: 2006-04-03
- MILLER FINANCIAL GROUP, LLC
Firm CRD 139249 · WA · Reported as state-registered
Registration date: 2012-10-10
- LONG VIEW FINANCIAL SERVICES, INC
Firm CRD 139727 · WA · Reported as state-registered
Registration date: 2006-09-19
- FEARLESS WEALTH
Firm CRD 140128 · WA · Reported as state-registered
Registration date: 2018-12-20
- PUGET SOUND CAPITAL SERVICES LLC
Firm CRD 140582 · WA · Reported as state-registered
Registration date: 2006-06-15
- MCMILLEN & COMPANY, INC.
Firm CRD 140876 · WA · Reported as state-registered
Registration date: 2018-01-30
- PERIDOT CAPITAL MANAGEMENT
Firm CRD 141280 · WA · Reported as state-registered
Registration date: 2013-10-28
- SOUND INVESTMENT STRATEGIES, INC.
Firm CRD 141440 · WA · Reported as state-registered
Registration date: 2012-06-26
- FIREWALL CAPITAL MANAGEMENT
Firm CRD 142084 · WA · Reported as state-registered
Registration date: 2006-11-22
- BRYANT WEALTH MANAGEMENT, INC.
Firm CRD 142236 · WA · Reported as state-registered
Registration date: 2006-11-27