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.
- CHT GROUP, INC.
Firm CRD 161842 · TX · Reported as state-registered
Registration date: 2026-01-23
- ZIARNICK FINANCIAL LLC
Firm CRD 161872 · TX · Reported as state-registered
Registration date: 2012-04-09
- LEONARD JR., GARY A.
Firm CRD 162016 · CA · Reported as state-registered
Registration date: 2012-10-10
- RAINIER WEALTH MANAGEMENT LLC
Firm CRD 162125 · WA · Reported as state-registered
Registration date: 2012-08-13
- ADVANCED FINANCIAL SERVICES
Firm CRD 162142 · AZ · Reported as state-registered
Registration date: 2012-03-21
- CORCORAN WEALTH MANAGEMENT LLC
Firm CRD 162162 · AZ · Reported as state-registered
Registration date: 2025-06-18
- CORCORAN WEALTH MANAGEMENT LLC
Firm CRD 162162 · CA · Reported as state-registered
Registration date: 2013-08-02
- LEMUEL JAMES FINANCIAL
Firm CRD 162212 · TX · Reported as state-registered
Registration date: 2020-03-10
- YIELD FINANCIAL ADVISORS
Firm CRD 162235 · TX · Reported as state-registered
Registration date: 2012-04-02
- COX & COMPANY INVESTMENT ADVISORS, INC.
Firm CRD 162306 · TX · Reported as state-registered
Registration date: 2012-08-30
- WRIGHT WEALTH MANAGEMENT, LLC
Firm CRD 162326 · CA · Reported as state-registered
Registration date: 2021-04-26
- WRIGHT WEALTH MANAGEMENT, LLC
Firm CRD 162326 · WA · Reported as state-registered
Registration date: 2012-06-27
- QKM, L.L.C.
Firm CRD 162610 · TX · Reported as state-registered
Registration date: 2016-05-20
- MILESTONE WEALTH STRATEGIES
Firm CRD 162625 · TX · Reported as state-registered
Registration date: 2012-06-20
- ARCVEST, LLC
Firm CRD 162827 · AZ · Reported as state-registered
Registration date: 2014-09-05
- ARCVEST, LLC
Firm CRD 162827 · TX · Reported as state-registered
Registration date: 2012-05-21
- ACCRESCENT CAPITAL MANAGEMENT LLC
Firm CRD 162919 · CA · Reported as state-registered
Registration date: 2012-05-29
- SKYSPHERE LLC
Firm CRD 162967 · CA · Reported as state-registered
Registration date: 2012-06-12
- JOHNSON, MARSHALL, LEE
Firm CRD 163134 · CA · Reported as state-registered
Registration date: 2013-05-07
- BARTON CREEK INVESTMENT ADVISORS
Firm CRD 163187 · TX · Reported as state-registered
Registration date: 2022-01-12
- GP WEALTH MANAGEMENT, LLC
Firm CRD 163442 · CA · Reported as state-registered
Registration date: 2012-06-21
- FINCO INVESTMENT SERVICES, INC.
Firm CRD 163491 · AZ · Reported as state-registered
Registration date: 2012-05-16
- QCI PARTNERS LLC
Firm CRD 163567 · CA · Reported as state-registered
Registration date: 2018-03-22
- DANCOURT MANAGEMENT, LLC
Firm CRD 163698 · TX · Reported as state-registered
Registration date: 2015-04-15
- BIOS RESEARCH
Firm CRD 163720 · TX · Reported as state-registered
Registration date: 2012-06-14