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.
- PACIFIC GLOBAL ADVISORY GROUP LLC
Firm CRD 158601 · TX · Reported as state-registered
Registration date: 2011-09-12
- ALPHA WEALTH MANAGEMENT, LLC
Firm CRD 158608 · CA · Reported as state-registered
Registration date: 2012-06-19
- LARSON FINANCIAL ADVISORS
Firm CRD 158618 · TX · Reported as state-registered
Registration date: 2011-11-17
- KAMADA INVESTMENT MANAGEMENT
Firm CRD 158620 · WA · Reported as state-registered
Registration date: 2011-09-02
- GREEN HARVEST, GREEN HARVEST CAPITAL MANAGEMENT
Firm CRD 158630 · CA · Reported as state-registered
Registration date: 2012-05-10
- ALIGN WEALTH ADVISORS
Firm CRD 158631 · CA · Reported as state-registered
Registration date: 2012-02-23
- CADENCE WEALTH MANAGEMENT, LLC
Firm CRD 158636 · AZ · Reported as state-registered
Registration date: 2024-02-29
- CADENCE WEALTH MANAGEMENT, LLC
Firm CRD 158636 · WA · Reported as state-registered
Registration date: 2011-08-30
- WEST COAST FINANCIAL WEALTH MANAGEMENT, INC
Firm CRD 158644 · CA · Reported as state-registered
Registration date: 2011-09-19
- JST INVESTMENT CONSULTING
Firm CRD 158687 · CA · Reported as state-registered
Registration date: 2011-09-15
- PALISADE FINANCIAL
Firm CRD 158695 · CA · Reported as state-registered
Registration date: 2021-01-25
- SAGA FINANCIAL MANAGEMENT
Firm CRD 158732 · TX · Reported as state-registered
Registration date: 2011-10-21
- NATALIE M. KASSENYEVA
Firm CRD 158740 · TX · Reported as state-registered
Registration date: 2015-02-02
- DORSEY WEALTH MANAGEMENT, LLC
Firm CRD 158752 · CA · Reported as state-registered
Registration date: 2011-11-01
- BETTERMAN DIGITAL WEALTH, INC.
Firm CRD 158755 · CA · Reported as state-registered
Registration date: 2018-05-18
- PANOPTIC GLOBAL WEALTH MANAGEMENT, LLC
Firm CRD 158873 · AZ · Reported as state-registered
Registration date: 2011-10-04
- FAITHFUL STEWARD WEALTH MANAGEMENT, INC.
Firm CRD 158980 · TX · Reported as state-registered
Registration date: 2012-05-09
- CENTAURI ADVISORY GROUP, INC.
Firm CRD 158999 · TX · Reported as state-registered
Registration date: 2012-11-26
- HOLLAND INVESTMENT MANAGEMENT, INC.
Firm CRD 159060 · TX · Reported as state-registered
Registration date: 2012-08-14
- JONES CAPITAL ADVISORS, LLC
Firm CRD 159091 · TX · Reported as state-registered
Registration date: 2011-10-24
- JCG CAPITAL
Firm CRD 159116 · AZ · Reported as state-registered
Registration date: 2011-11-10
- PAMELA PLICK WEALTH MANAGEMENT LLC
Firm CRD 159126 · CA · Reported as state-registered
Registration date: 2017-01-20
- MD WEALTH PARTNERS, INC
Firm CRD 159131 · CA · Reported as state-registered
Registration date: 2012-01-25
- NOAH INVESTMENT MANAGEMENT, LLC
Firm CRD 159132 · WA · Reported as state-registered
Registration date: 2012-01-03
- EDGAR INVESTMENT MANAGEMENT, LLC
Firm CRD 159196 · TX · Reported as state-registered
Registration date: 2011-12-06