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.
- CORE CAPITAL MANAGEMENT, LLC
Firm CRD 143501 · CA · Reported as state-registered
Registration date: 2007-06-06
- GASKIN WEALTH MANAGEMENT
Firm CRD 143536 · CA · Reported as state-registered
Registration date: 2017-01-18
- SCOTT VALUE INVESTING
Firm CRD 143579 · WA · Reported as state-registered
Registration date: 2007-04-03
- DOUGLAS CAPITAL MANAGEMENT, LLC
Firm CRD 143585 · CA · Reported as state-registered
Registration date: 2007-07-09
- 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
- IFMGROUP
Firm CRD 143632 · CA · Reported as state-registered
Registration date: 2025-02-07
- WADA CAPITAL MANAGEMENT, LLC
Firm CRD 143634 · CA · Reported as state-registered
Registration date: 2007-07-05
- HIGH VALLEY CAPITAL
Firm CRD 143639 · CA · Reported as state-registered
Registration date: 2007-06-26
- PRO:ACT CAPITAL MANAGEMENT
Firm CRD 143656 · TX · Reported as state-registered
Registration date: 2011-09-26
- NEW ECONOMY CAPITAL MANAGEMENT LLC
Firm CRD 143757 · CA · Reported as state-registered
Registration date: 2007-07-31
- SPITFIRE CAPITAL LLC
Firm CRD 143766 · CA · Reported as state-registered
Registration date: 2024-10-14
- SPM ADVISORS, LLC
Firm CRD 143775 · CA · Reported as state-registered
Registration date: 2007-10-04
- KELLY JONES INVESTMENT SERVICES, INC.
Firm CRD 143801 · CA · Reported as state-registered
Registration date: 2007-04-26
- ANVIK ADVISERS LLC
Firm CRD 143807 · CA · Reported as state-registered
Registration date: 2010-08-18
- EZ FINANCIAL GROUP INC.
Firm CRD 143813 · TX · Reported as state-registered
Registration date: 2009-02-20
- PROBITAS FINANCIAL
Firm CRD 143819 · CA · Reported as state-registered
Registration date: 2007-07-25
- 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
- BURDICK WEALTH MANAGEMENT, LLC
Firm CRD 143978 · CA · Reported as state-registered
Registration date: 2010-08-13
- BURGESS FINANCIAL PLANNING
Firm CRD 143984 · CA · Reported as state-registered
Registration date: 2007-06-14
- RADNORWOOD CAPITAL, LLC
Firm CRD 143990 · CA · Reported as state-registered
Registration date: 2008-01-01
- FINANCIAL LIFEMAPS
Firm CRD 144028 · WA · Reported as state-registered
Registration date: 2007-05-30
- HENDERSON CAPITAL & WEALTH MANAGEMENT, LLC
Firm CRD 144035 · TX · Reported as state-registered
Registration date: 2007-08-09
- MILLER PREMIER INVESTMENT PLANNING LLC
Firm CRD 144062 · TX · Reported as state-registered
Registration date: 2007-05-31