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.
- ALC CAPITAL MANAGEMENT, LLC
Firm CRD 142387 · WA · Reported as state-registered
Registration date: 2019-01-02
- GALILEO PLANNING GROUP, INC
Firm CRD 142586 · WA · Reported as state-registered
Registration date: 2006-11-28
- BEDFIELD ASSET MANAGEMENT, LLC
Firm CRD 142603 · WA · Reported as state-registered
Registration date: 2007-11-21
- INTERWEST INVESTMENT ADVISORS, INC
Firm CRD 142840 · WA · Reported as state-registered
Registration date: 2015-01-14
- PONDEROSA INVESTMENT GROUP, LLC
Firm CRD 143055 · WA · Reported as state-registered
Registration date: 2007-02-13
- MCBEE ADVISORS, INC.
Firm CRD 143223 · WA · Reported as state-registered
Registration date: 2012-07-05
- EUGENIO FINANCIAL
Firm CRD 143260 · WA · Reported as state-registered
Registration date: 2014-07-14
- MCM ADVISORY, LLC
Firm CRD 143273 · WA · Reported as state-registered
Registration date: 2007-04-25
- MACRO WEALTH MANAGEMENT, INC.
Firm CRD 143382 · WA · Reported as state-registered
Registration date: 2019-12-23
- SCOTT VALUE INVESTING
Firm CRD 143579 · WA · Reported as state-registered
Registration date: 2007-04-03
- PIONEER SQUARE ADVISORS, LLC
Firm CRD 143609 · WA · Reported as state-registered
Registration date: 2016-09-26
- SABIN INVESTMENT MANAGEMENT, INC.
Firm CRD 143629 · WA · Reported as state-registered
Registration date: 2016-05-10
- SOUND ADVISORY SERVICES INC.
Firm CRD 143842 · WA · Reported as state-registered
Registration date: 2025-04-28
- VAN HUBLY INVESTMENTS LLC
Firm CRD 143908 · WA · Reported as state-registered
Registration date: 2007-06-15
- FINANCIAL LIFEMAPS
Firm CRD 144028 · WA · Reported as state-registered
Registration date: 2007-05-30
- JANIS FINANCIAL, LLC
Firm CRD 144352 · WA · Reported as state-registered
Registration date: 2007-07-24
- TIMBERLINE INVESTMENT MANAGEMENT, LLC
Firm CRD 144525 · WA · Reported as state-registered
Registration date: 2009-06-22
- BRIDGEBAY
Firm CRD 144565 · WA · Reported as state-registered
Registration date: 2008-04-17
- GATEWAY FINANCIAL & ESTATE PLANNING, INC.
Firm CRD 144741 · WA · Reported as state-registered
Registration date: 2021-05-17
- DOMO CAPITAL MANAGEMENT, LLC
Firm CRD 144894 · WA · Reported as state-registered
Registration date: 2022-10-21
- PARK + ELM INVESTMENT ADVISERS
Firm CRD 146233 · WA · Reported as state-registered
Registration date: 2020-02-03
- FOCUS ADVISORY, LLC
Firm CRD 146899 · WA · Reported as state-registered
Registration date: 2008-05-30
- JRS INVESTMENTS AND WEALTH PRESERVATION, LLC
Firm CRD 146933 · WA · Reported as state-registered
Registration date: 2015-09-11
- STONEBRIDGE CAPITAL MANAGEMENT NW, LLC
Firm CRD 147392 · WA · Reported as state-registered
Registration date: 2008-08-01
- EOD INVESTMENTS, LLC
Firm CRD 147759 · WA · Reported as state-registered
Registration date: 2009-06-02