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.
- EDGAR INVESTMENT MANAGEMENT LLC
Firm CRD 152255 · CA · Reported as state-registered
Registration date: 2009-12-15
- KILIMANJARO CAPITAL, LLC
Firm CRD 152262 · CA · Reported as state-registered
Registration date: 2010-02-22
- GOSHO FINANCIAL GROUP
Firm CRD 152268 · CA · Reported as state-registered
Registration date: 2016-02-04
- WEIKART ADVISORY SERVICES LLC
Firm CRD 152279 · WA · Reported as state-registered
Registration date: 2010-01-10
- RICHNER CAPITAL LLC
Firm CRD 152281 · CA · Reported as state-registered
Registration date: 2010-03-03
- PALMETTO ADVISORY
Firm CRD 152286 · CA · Reported as state-registered
Registration date: 2024-05-15
- FINANCIAL COACHING PARTNERS LLC
Firm CRD 152306 · CA · Reported as state-registered
Registration date: 2010-01-29
- DOLAN PARTNERS LLC
Firm CRD 152317 · CA · Reported as state-registered
Registration date: 2010-04-12
- BELLAIRE CAPITAL MANAGEMENT, LLC
Firm CRD 152438 · TX · Reported as state-registered
Registration date: 2010-01-01
- ASESORIA FINANCIERA INDEPENDIENTE, INC.
Firm CRD 152439 · CA · Reported as state-registered
Registration date: 2018-05-25
- LA LOMA CAPITAL
Firm CRD 152440 · CA · Reported as state-registered
Registration date: 2010-02-25
- JAC WEALTH MANAGEMENT SERVICES, LLC
Firm CRD 152456 · CA · Reported as state-registered
Registration date: 2010-02-18
- SECOND MOUNTAIN FINANCIAL, INC.
Firm CRD 152493 · CA · Reported as state-registered
Registration date: 2017-01-18
- XITRIGHT
Firm CRD 152495 · CA · Reported as state-registered
Registration date: 2010-01-25
- COMPASS FINANCIAL, LLC
Firm CRD 152558 · CA · Reported as state-registered
Registration date: 2010-02-17
- CHAOS SOLVED, INC.
Firm CRD 152570 · CA · Reported as state-registered
Registration date: 2010-02-22
- VESTIS ADVISORS, LLC
Firm CRD 152579 · TX · Reported as state-registered
Registration date: 2010-06-18
- HL WEALTH MANAGEMENT, LLC
Firm CRD 152617 · WA · Reported as state-registered
Registration date: 2010-02-15
- JOSELIT ASSET MANAGEMENT
Firm CRD 152625 · AZ · Reported as state-registered
Registration date: 2014-07-10
- ANDREW ARROYO INVESTMENTS, LLC
Firm CRD 152691 · CA · Reported as state-registered
Registration date: 2018-02-21
- VISIONARY WEALTH MANAGEMENT LLC
Firm CRD 152692 · TX · Reported as state-registered
Registration date: 2017-01-27
- IFL FINANCIAL ADVISORS
Firm CRD 152713 · CA · Reported as state-registered
Registration date: 2010-03-10
- L. JANE HEIST WEALTH MANAGEMENT, INC.
Firm CRD 152785 · AZ · Reported as state-registered
Registration date: 2010-02-25
- RLC CAPITAL MANAGEMENT
Firm CRD 152801 · CA · Reported as state-registered
Registration date: 2012-09-12
- ROCKHOUSE CAPITAL, LLC
Firm CRD 152806 · TX · Reported as state-registered
Registration date: 2010-11-03