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.
- CAPSTAN LLC
Firm CRD 111937 · CA · Reported as state-registered
Registration date: 1998-07-02
- HEARTH CAPITAL MANAGEMENT
Firm CRD 111947 · CA · Reported as state-registered
Registration date: 1992-05-28
- RCV FINANCIAL SERVICES
Firm CRD 111954 · CA · Reported as state-registered
Registration date: 1998-04-13
- KENNETH E. BOONE WEALTH MANAGEMENT, LLC
Firm CRD 111971 · CA · Reported as state-registered
Registration date: 1987-02-27
- KOBATA FINANCIAL
Firm CRD 112001 · CA · Reported as state-registered
Registration date: 1998-07-16
- GERALD BUTRIMOVITZ WEALTH ADVISORY
Firm CRD 112015 · CA · Reported as state-registered
Registration date: 1988-03-01
- JACKSON ASSET MANAGEMENT, INC
Firm CRD 112052 · CA · Reported as state-registered
Registration date: 1996-10-28
- SIERRA CAPITAL MANAGEMENT
Firm CRD 112055 · CA · Reported as state-registered
Registration date: 1999-09-13
- DBA STEIN INVESTMENT SERVICES
Firm CRD 112135 · CA · Reported as state-registered
Registration date: 1985-01-17
- RESOURCE CONSULTING GROUP, INC.
Firm CRD 112168 · TX · Reported as state-registered
Registration date: 1984-05-17
- DIVERSIFIED PLANNING CONCEPTS, INC.
Firm CRD 112229 · CA · Reported as state-registered
Registration date: 2005-04-27
- PWR FINANCIAL SERVICES
Firm CRD 112299 · WA · Reported as state-registered
Registration date: 2001-07-09
- LA JOLLA ASSET MANAGEMENT, INC.
Firm CRD 112327 · CA · Reported as state-registered
Registration date: 2012-05-30
- SULLIVAN CAPITAL MANAGEMENT
Firm CRD 112365 · CA · Reported as state-registered
Registration date: 2011-07-19
- BLACK SWAN MANAGEMENT GROUP, INC.
Firm CRD 112371 · TX · Reported as state-registered
Registration date: 2017-02-10
- LINDA A. WALKER, CFP
Firm CRD 112473 · CA · Reported as state-registered
Registration date: 1997-08-08
- ACCUMULATION STRATEGIES
Firm CRD 112502 · CA · Reported as state-registered
Registration date: 1998-09-24
- FLAGSTONE FINANCIAL ADVISORS, INC.
Firm CRD 112507 · AZ · Reported as state-registered
Registration date: 2020-04-22
- GREGORY ADVISORS INC.
Firm CRD 112537 · CA · Reported as state-registered
Registration date: 2012-05-21
- PARTNERS CAPITAL MANAGEMENT, INC.
Firm CRD 112585 · TX · Reported as state-registered
Registration date: 2023-04-11
- WEIL ASSOCIATES, INC.
Firm CRD 112616 · CA · Reported as state-registered
Registration date: 1994-05-12
- ADVISERS INVESTMENT MANAGEMENT, INC.
Firm CRD 112649 · TX · Reported as state-registered
Registration date: 2019-03-12
- FINANCIAL TELESIS COMPANY
Firm CRD 112804 · CA · Reported as state-registered
Registration date: 1999-02-17
- BLUE CHIP FINANCIAL PLANNING, LLC
Firm CRD 112837 · AZ · Reported as state-registered
Registration date: 2025-05-12
- MERIDIAN WEALTH MANAGEMENT, INC
Firm CRD 112845 · CA · Reported as state-registered
Registration date: 2005-07-11