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.
- BALANCED WEALTH MANAGEMENT
Firm CRD 159242 · AZ · Reported as state-registered
Registration date: 2026-04-17
- BALANCED WEALTH MANAGEMENT
Firm CRD 159242 · CA · Reported as state-registered
Registration date: 2014-03-05
- RICHARDSON FINANCIAL, INC.
Firm CRD 159249 · TX · Reported as state-registered
Registration date: 2011-10-28
- FLOHR ASSET MANAGEMENT, LLC
Firm CRD 159282 · WA · Reported as state-registered
Registration date: 2013-01-11
- BLACKBURN FINANCIAL
Firm CRD 159312 · WA · Reported as state-registered
Registration date: 2011-12-13
- WORDHOUSE WEALTH COACHING
Firm CRD 159314 · CA · Reported as state-registered
Registration date: 2016-02-26
- WORDHOUSE WEALTH COACHING
Firm CRD 159314 · WA · Reported as state-registered
Registration date: 2025-02-25
- GC ASSET MANAGEMENT
Firm CRD 159324 · CA · Reported as state-registered
Registration date: 2012-01-04
- WINTEN INVESTMENT PARTNERS, LLC
Firm CRD 159339 · TX · Reported as state-registered
Registration date: 2012-01-01
- ATTUNE FINANCIAL PLANNING, LLC
Firm CRD 159395 · CA · Reported as state-registered
Registration date: 2012-02-07
- ALTERNITY INVESTMENT ADVISORS
Firm CRD 159463 · CA · Reported as state-registered
Registration date: 2012-01-30
- ANGELES PARTNERS LLC
Firm CRD 159464 · WA · Reported as state-registered
Registration date: 2015-11-13
- GREENWORTH INVESTMENT ADVISORS, LLC
Firm CRD 159482 · CA · Reported as state-registered
Registration date: 2012-05-23
- JAMES CAPITAL MANAGEMENT LLC
Firm CRD 159484 · WA · Reported as state-registered
Registration date: 2013-11-25
- THE $ COACH, LLC
Firm CRD 159557 · CA · Reported as state-registered
Registration date: 2012-01-01
- SUNRIFT CAPITAL PARTNERS LLC
Firm CRD 159583 · AZ · Reported as state-registered
Registration date: 2021-08-26
- APEX WEALTH MANAGEMENT, LLC
Firm CRD 159585 · TX · Reported as state-registered
Registration date: 2012-02-28
- B2B CFO INVESTMENT COMPANY, LLC
Firm CRD 159605 · AZ · Reported as state-registered
Registration date: 2012-03-07
- KENNON WEALTH MANAGEMENT, LLC
Firm CRD 159658 · AZ · Reported as state-registered
Registration date: 2023-02-02
- P. WORLDWIDE, LLC
Firm CRD 159664 · CA · Reported as state-registered
Registration date: 2017-02-09
- EMERALD HILLS CAPITAL, LLC
Firm CRD 159670 · CA · Reported as state-registered
Registration date: 2012-03-12
- OAKWOOD ADVISORY GROUP, LLC
Firm CRD 159691 · TX · Reported as state-registered
Registration date: 2012-03-01
- SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.
Firm CRD 159702 · CA · Reported as state-registered
Registration date: 2018-02-12
- CORLEY INVESTMENT MANAGEMENT
Firm CRD 159719 · CA · Reported as state-registered
Registration date: 2012-01-31
- PEELLE WEALTH MANAGEMENT, LLC
Firm CRD 159742 · CA · Reported as state-registered
Registration date: 2012-02-16