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.
- JMB FINANCIAL MANAGERS, INC.
Firm CRD 136344 · CA · Reported as state-registered
Registration date: 1993-03-01
- EARNINGS INVESTMENT CO.
Firm CRD 136387 · CA · Reported as state-registered
Registration date: 1998-08-04
- RMH CAPITAL ADVISORS, LLC
Firm CRD 136411 · TX · Reported as state-registered
Registration date: 2005-09-08
- ATIP, INC
Firm CRD 136440 · CA · Reported as state-registered
Registration date: 2006-01-01
- ADVANTAGE FINANCIAL CONSULTANTS
Firm CRD 136441 · CA · Reported as state-registered
Registration date: 1991-08-12
- JAFFE FINANCIAL SERVICES, LLC
Firm CRD 136447 · CA · Reported as state-registered
Registration date: 2005-11-02
- WEALTH & TAX PLANNERS LLC
Firm CRD 136450 · CA · Reported as state-registered
Registration date: 2003-05-06
- LEE R. ROBINSON & ASSOCIATES
Firm CRD 136458 · CA · Reported as state-registered
Registration date: 1987-11-04
- FRONTIER FINANCIAL PARTNERS, LLC
Firm CRD 136465 · TX · Reported as state-registered
Registration date: 2008-05-20
- LEWIS M. WALLENSKY ASSOCIATES
Firm CRD 136489 · CA · Reported as state-registered
Registration date: 1984-05-24
- ADES INVESTMENT COUNSEL, INC.
Firm CRD 136517 · CA · Reported as state-registered
Registration date: 2005-12-09
- BLUE LAWN ASSET MANAGEMENT LLC
Firm CRD 136527 · CA · Reported as state-registered
Registration date: 2021-01-14
- CRAIG V. CASTANOS CPA
Firm CRD 136533 · CA · Reported as state-registered
Registration date: 2000-08-02
- STEVEN ROBERT JAKOWCHIK
Firm CRD 136550 · CA · Reported as state-registered
Registration date: 2006-01-18
- MYICON
Firm CRD 136554 · WA · Reported as state-registered
Registration date: 2010-01-19
- ASSET & RETIREMENT MANAGEMENT
Firm CRD 136569 · CA · Reported as state-registered
Registration date: 2002-04-24
- PETERSON WEALTH MANAGEMENT
Firm CRD 136585 · WA · Reported as state-registered
Registration date: 2026-04-02
- MCHENRY CAPITAL, L.L.C.
Firm CRD 136594 · TX · Reported as state-registered
Registration date: 2006-03-07
- MCHENRY CAPITAL, L.L.C.
Firm CRD 136594 · WA · Reported as state-registered
Registration date: 2020-02-19
- PICO ASSOCIATES
Firm CRD 136611 · CA · Reported as state-registered
Registration date: 2005-12-15
- FLEMING & ASSOCIATES, LLC
Firm CRD 136620 · CA · Reported as state-registered
Registration date: 2005-12-08
- MEYERS FINANCIAL SERVICES
Firm CRD 136624 · CA · Reported as state-registered
Registration date: 2006-01-01
- WIN TEAM ADVISORY SERVICES
Firm CRD 136680 · CA · Reported as state-registered
Registration date: 2025-05-30
- H.S. FINANCIAL, INC.
Firm CRD 136731 · CA · Reported as state-registered
Registration date: 2006-03-10
- SIERRA FINANCIAL MANAGEMENT CO.
Firm CRD 136795 · CA · Reported as state-registered
Registration date: 1984-01-09