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.
- EMERALD WAVES INVESTMENTS, LLC
Firm CRD 154095 · CA · Reported as state-registered
Registration date: 2010-07-20
- PILLAR6 ADVISORS, LLC
Firm CRD 154097 · CA · Reported as state-registered
Registration date: 2010-07-22
- DU LAC INVESTMENT GROUP, LLC
Firm CRD 154112 · AZ · Reported as state-registered
Registration date: 2010-08-23
- PURE WEALTH MANAGEMENT
Firm CRD 154120 · CA · Reported as state-registered
Registration date: 2016-01-13
- JADE & COWRY LLC
Firm CRD 154129 · CA · Reported as state-registered
Registration date: 2019-07-16
- JADE & COWRY LLC
Firm CRD 154129 · WA · Reported as state-registered
Registration date: 2026-03-03
- INNOVATOR WEALTH ADVISOR, LLC
Firm CRD 154130 · TX · Reported as state-registered
Registration date: 2025-07-22
- FIVE TALENTS WEALTH MANAGEMENT
Firm CRD 154142 · CA · Reported as state-registered
Registration date: 2010-09-02
- BAHR FINANCIAL PLANNING NETWORK, INC.
Firm CRD 154188 · CA · Reported as state-registered
Registration date: 2010-08-11
- RODEL CORRIENTE (SY) LLC
Firm CRD 154210 · CA · Reported as state-registered
Registration date: 2010-08-12
- RHODES CONSULTING GROUP LLC
Firm CRD 154243 · CA · Reported as state-registered
Registration date: 2010-12-03
- VENTURA COAST WEALTH MANAGEMENT
Firm CRD 154280 · CA · Reported as state-registered
Registration date: 2010-07-26
- LINX EQUITIES, LLC
Firm CRD 154320 · AZ · Reported as state-registered
Registration date: 2010-09-03
- LINX EQUITIES, LLC
Firm CRD 154320 · TX · Reported as state-registered
Registration date: 2010-11-23
- MINISTRY PARTNERS SECURITIES, LLC
Firm CRD 154349 · CA · Reported as state-registered
Registration date: 2013-07-10
- MINISTRY PARTNERS SECURITIES, LLC
Firm CRD 154349 · TX · Reported as state-registered
Registration date: 2015-05-15
- BLUE CRAB PARTNERS, LLC
Firm CRD 154361 · AZ · Reported as state-registered
Registration date: 2019-10-22
- ALPINE PEAKS CONSULTING
Firm CRD 154366 · CA · Reported as state-registered
Registration date: 2010-08-09
- HANDY & COMPANY FINANCIAL ADVISORS, INC.
Firm CRD 154417 · WA · Reported as state-registered
Registration date: 2021-06-28
- W WEALTH ADVISORS
Firm CRD 154423 · AZ · Reported as state-registered
Registration date: 2011-09-14
- MISSION FINANCIAL PLANNING, INC.
Firm CRD 154469 · TX · Reported as state-registered
Registration date: 2014-02-19
- AVANT GARDE CAPITAL
Firm CRD 154529 · CA · Reported as state-registered
Registration date: 2011-01-24
- BLK FINANCIAL ADVISORS, LLC
Firm CRD 154531 · AZ · Reported as state-registered
Registration date: 2010-08-06
- VERDE WEALTH GROUP, LLC
Firm CRD 154568 · TX · Reported as state-registered
Registration date: 2010-10-27
- ALTRUVISTA LLC
Firm CRD 154576 · TX · Reported as state-registered
Registration date: 2025-12-15