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.
- STEWARD FINANCIAL SERVICES, LLC
Firm CRD 153609 · CA · Reported as state-registered
Registration date: 2023-05-26
- BELLWETHER CAPITAL MANAGEMENT LLC
Firm CRD 153633 · CA · Reported as state-registered
Registration date: 2011-01-26
- DALLAS MONEY MANAGEMENT LLC
Firm CRD 153652 · TX · Reported as state-registered
Registration date: 2010-06-25
- DJP WEALTH MANAGEMENT, LLC
Firm CRD 153663 · TX · Reported as state-registered
Registration date: 2010-09-23
- GOLDBLOOM WEALTH MANAGEMENT LLC
Firm CRD 153678 · WA · Reported as state-registered
Registration date: 2010-04-29
- BLOM LEVY & CO., LLC
Firm CRD 153779 · CA · Reported as state-registered
Registration date: 2011-05-11
- AVAARI FINANCIAL
Firm CRD 153855 · CA · Reported as state-registered
Registration date: 2020-01-29
- MASTER STRUCTURED ALTERNATIVE ASSET RELATED STRATEGIES, LLC
Firm CRD 153888 · CA · Reported as state-registered
Registration date: 2012-07-02
- VALENTINE INVESTMENTS, LLC
Firm CRD 153898 · TX · Reported as state-registered
Registration date: 2012-05-18
- SILVERBROOK INVESTMENT ADVISORS, INC.
Firm CRD 153911 · TX · Reported as state-registered
Registration date: 2010-08-27
- MAZE INVESTMENTS, LLC
Firm CRD 153913 · CA · Reported as state-registered
Registration date: 2026-09-24
- EPISTEME ADVISORS
Firm CRD 153919 · CA · Reported as state-registered
Registration date: 2010-09-29
- JACKSON FINANCIAL SERVICES LLC
Firm CRD 153927 · TX · Reported as state-registered
Registration date: 2010-07-02
- MB INMAN INVESTMENT ADVISORS, LLC
Firm CRD 153963 · CA · Reported as state-registered
Registration date: 2022-02-15
- ALLIED VALUE, LLC
Firm CRD 153965 · CA · Reported as state-registered
Registration date: 2010-10-06
- 2020 FINANCIAL PLANNING LLC
Firm CRD 153979 · WA · Reported as state-registered
Registration date: 2010-06-01
- ATLANTIC INVESTMENTS A REGISTERED INVESTMENT ADVISOR, INC
Firm CRD 154001 · CA · Reported as state-registered
Registration date: 2010-09-09
- THREE SIGMA CAPITAL, LLC
Firm CRD 154013 · CA · Reported as state-registered
Registration date: 2011-01-01
- D SQUARED CAPITAL MANAGEMENT, LLC
Firm CRD 154019 · AZ · Reported as state-registered
Registration date: 2019-01-28
- D SQUARED CAPITAL MANAGEMENT, LLC
Firm CRD 154019 · TX · Reported as state-registered
Registration date: 2011-02-15
- DERDERIAN WEALTH MANAGEMENT, LLC
Firm CRD 154025 · CA · Reported as state-registered
Registration date: 2024-01-23
- KULEANA WEALTH ADVISORS
Firm CRD 154028 · CA · Reported as state-registered
Registration date: 2010-08-25
- WOLFSON WEALTH MANAGEMENT
Firm CRD 154034 · CA · Reported as state-registered
Registration date: 2011-01-06
- ROTH CAPITAL PARTNERS, LLC
Firm CRD 15407 · CA · Reported as state-registered
Registration date: 2001-05-07
- RYDAR EQUITIES, INC.
Firm CRD 154086 · TX · Reported as state-registered
Registration date: 2016-01-11