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.
- DAVENPORT CAPITAL MANAGEMENT, LLC
Firm CRD 159785 · CA · Reported as state-registered
Registration date: 2016-03-18
- DI BELLO FINANCIAL
Firm CRD 159799 · AZ · Reported as state-registered
Registration date: 2025-06-20
- DI BELLO FINANCIAL
Firm CRD 159799 · CA · Reported as state-registered
Registration date: 2012-05-11
- LIFETYME FINANCIAL ADVISORS, LLC
Firm CRD 159809 · AZ · Reported as state-registered
Registration date: 2012-01-11
- LIFETYME FINANCIAL ADVISORS, LLC
Firm CRD 159809 · CA · Reported as state-registered
Registration date: 2014-07-07
- LIFETYME FINANCIAL ADVISORS, LLC
Firm CRD 159809 · TX · Reported as state-registered
Registration date: 2018-10-18
- III FINANCIAL, LLC
Firm CRD 159844 · TX · Reported as state-registered
Registration date: 2012-01-24
- COLLABRIA CAPITAL, INC
Firm CRD 159858 · CA · Reported as state-registered
Registration date: 2012-03-28
- BLACK DOG FINANCIAL LTD.
Firm CRD 159908 · TX · Reported as state-registered
Registration date: 2012-03-07
- ECKMAN WEALTH MANAGEMENT, LLC
Firm CRD 159934 · AZ · Reported as state-registered
Registration date: 2012-03-01
- ECKMAN WEALTH MANAGEMENT, LLC
Firm CRD 159934 · CA · Reported as state-registered
Registration date: 2015-06-17
- ECKMAN WEALTH MANAGEMENT, LLC
Firm CRD 159934 · WA · Reported as state-registered
Registration date: 2018-11-09
- GORIAN INVESTMENTS
Firm CRD 159969 · CA · Reported as state-registered
Registration date: 2012-03-07
- MCCLURE CAPITAL ADVISORS, INC.
Firm CRD 159981 · TX · Reported as state-registered
Registration date: 2012-04-24
- PALERMO WEALTH MANAGEMENT, LLC
Firm CRD 160031 · TX · Reported as state-registered
Registration date: 2012-01-06
- MARC C HELFRICH REGISTERED INVESTMENT ADVISOR
Firm CRD 160051 · TX · Reported as state-registered
Registration date: 2012-03-26
- ASSET GROWTH ASSOCIATES WEALTH ADVISORS
Firm CRD 160090 · TX · Reported as state-registered
Registration date: 2024-02-14
- PERCENSION WEALTH ADVISORS, LLC
Firm CRD 160134 · CA · Reported as state-registered
Registration date: 2012-03-12
- PERCENSION WEALTH ADVISORS, LLC
Firm CRD 160134 · WA · Reported as state-registered
Registration date: 2012-03-05
- IRVING ADVISORY GROUP, LLC
Firm CRD 160169 · CA · Reported as state-registered
Registration date: 2012-03-14
- BRIGHT LIGHT CAPITAL ADVISOR
Firm CRD 160243 · CA · Reported as state-registered
Registration date: 2012-03-19
- POST OAK FINANCIAL, LLC
Firm CRD 160257 · TX · Reported as state-registered
Registration date: 2012-03-26
- LIBERTY PARK CAPITAL MANAGEMENT, LLC
Firm CRD 160315 · TX · Reported as state-registered
Registration date: 2012-02-27
- GARDENA FINANCIAL RETIREMENT ADVISORS
Firm CRD 160412 · CA · Reported as state-registered
Registration date: 2012-03-08
- ATLAS WEALTH MANAGEMENT, LLC
Firm CRD 160433 · AZ · Reported as state-registered
Registration date: 2015-12-10