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.
- CAPITAL SYNERGY PARTNERS
Firm CRD 148733 · CA · Reported as state-registered
Registration date: 2011-05-23
- CAPITAL SYNERGY PARTNERS
Firm CRD 148733 · TX · Reported as state-registered
Registration date: 2016-10-26
- MEYERS WEALTH MANAGEMENT
Firm CRD 148734 · CA · Reported as state-registered
Registration date: 2009-11-12
- CONKLIN FINANCIAL PLANNING
Firm CRD 148755 · CA · Reported as state-registered
Registration date: 2017-08-16
- LEADING EDGE WEALTH MANAGEMENT, LLC
Firm CRD 148787 · TX · Reported as state-registered
Registration date: 2009-01-27
- KANAKA STRATEGIES
Firm CRD 148800 · CA · Reported as state-registered
Registration date: 2009-01-01
- B & V ADVISORS, LLC
Firm CRD 148810 · TX · Reported as state-registered
Registration date: 2009-01-01
- HOBBS ADVISORY SERVICES
Firm CRD 148841 · AZ · Reported as state-registered
Registration date: 2009-02-11
- CONTINUUM WEALTH MANAGEMENT, LLC
Firm CRD 148844 · AZ · Reported as state-registered
Registration date: 2009-02-23
- MEGAN ROUSE FINANCIAL PLANNING
Firm CRD 148846 · CA · Reported as state-registered
Registration date: 2009-02-02
- HMP CAPITAL MANAGEMENT, LLC
Firm CRD 148850 · TX · Reported as state-registered
Registration date: 2010-06-07
- KEATS, CONNELLY & ASSOCIATES, INC
Firm CRD 148884 · AZ · Reported as state-registered
Registration date: 2022-01-04
- PLATLER CAPITAL MANAGEMENT LLC
Firm CRD 148911 · CA · Reported as state-registered
Registration date: 2009-01-07
- MATCHPOINT CAPITAL MANAGEMENT, LLC
Firm CRD 148920 · WA · Reported as state-registered
Registration date: 2009-01-02
- HUTCHISON ROAD PARTNERS, LLC
Firm CRD 149028 · CA · Reported as state-registered
Registration date: 2025-03-06
- WHITESPACE FINANCIAL, LLC
Firm CRD 149069 · CA · Reported as state-registered
Registration date: 2009-10-07
- ESI FINANCIAL SERVICES, INC.
Firm CRD 149082 · CA · Reported as state-registered
Registration date: 2009-01-16
- LETTIN WEALTH MANAGEMENT GROUP, INC.
Firm CRD 149116 · WA · Reported as state-registered
Registration date: 2009-05-08
- SERVICE ONE FINANCIAL
Firm CRD 149137 · CA · Reported as state-registered
Registration date: 2009-02-24
- HILLCREST HOLDINGS, LLC
Firm CRD 149143 · TX · Reported as state-registered
Registration date: 2009-01-30
- DIAMOND HEAD FINANCIAL ADVISORS LLC
Firm CRD 149158 · CA · Reported as state-registered
Registration date: 2019-05-31
- WELLFIT FINANCIAL
Firm CRD 149167 · AZ · Reported as state-registered
Registration date: 2009-03-26
- GRAND ARBOR ADVISORS
Firm CRD 149176 · TX · Reported as state-registered
Registration date: 2009-03-18
- VERAISON ASSET MANAGEMENT, LLC
Firm CRD 149196 · CA · Reported as state-registered
Registration date: 2009-09-14
- MDC FINANCIAL RESEARCH, LLC
Firm CRD 149221 · CA · Reported as state-registered
Registration date: 2009-12-24