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.
674 published state registrations on 674 distinct firm CRDs.
- ATLAS WEALTH MANAGEMENT, LLC
Firm CRD 160433 · AZ · Reported as state-registered
Registration date: 2015-12-10
- DELPHI VALUE INVESTMENTS, LLC
Firm CRD 160601 · AZ · Reported as state-registered
Registration date: 2016-08-23
- LARSON WEALTH MANAGEMENT, LLC
Firm CRD 160847 · AZ · Reported as state-registered
Registration date: 2013-07-24
- LIFETIME FINANCIAL, INC.
Firm CRD 161124 · AZ · Reported as state-registered
Registration date: 2024-06-14
- MDX WEALTH MANAGEMENT
Firm CRD 161309 · AZ · Reported as state-registered
Registration date: 2016-11-02
- 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
- ARCVEST, LLC
Firm CRD 162827 · AZ · Reported as state-registered
Registration date: 2014-09-05
- FINCO INVESTMENT SERVICES, INC.
Firm CRD 163491 · AZ · Reported as state-registered
Registration date: 2012-05-16
- EBIS
Firm CRD 164024 · AZ · Reported as state-registered
Registration date: 2015-05-08
- STEEL CANYON CAPITAL, LLC
Firm CRD 164025 · AZ · Reported as state-registered
Registration date: 2023-06-14
- DANA WHITING FINANCIAL, LLC
Firm CRD 164151 · AZ · Reported as state-registered
Registration date: 2017-02-01
- F. L. ARIAS & ASSOCIATES, LLC
Firm CRD 164185 · AZ · Reported as state-registered
Registration date: 2012-07-09
- COUNTERPOINT ASSET MANAGEMENT LLC
Firm CRD 164291 · AZ · Reported as state-registered
Registration date: 2017-03-08
- MICHAEL A. JANKY DBA MJ WEALTH PLANNING
Firm CRD 164684 · AZ · Reported as state-registered
Registration date: 2012-07-25
- AGNEW CAPITAL MANAGEMENT LLC
Firm CRD 165305 · AZ · Reported as state-registered
Registration date: 2012-10-24
- AQUIFER CAPITAL, LLC
Firm CRD 165364 · AZ · Reported as state-registered
Registration date: 2013-05-17
- OVERSON ADVISORY GROUP
Firm CRD 165648 · AZ · Reported as state-registered
Registration date: 2013-01-01
- MCCAULEY INVESTMENT ADVISORY, LLC
Firm CRD 166035 · AZ · Reported as state-registered
Registration date: 2013-02-21
- EMERALD BLUE ADVISORS
Firm CRD 166113 · AZ · Reported as state-registered
Registration date: 2013-05-14
- SPRINGSTEEL INVESTMENT ADVISORS, LLC
Firm CRD 166126 · AZ · Reported as state-registered
Registration date: 2013-01-16
- JOSEPH WRIGHT INVESTMENTS
Firm CRD 166764 · AZ · Reported as state-registered
Registration date: 2013-03-26
- COGNIS RETIREMENT GROUP LLC
Firm CRD 166814 · AZ · Reported as state-registered
Registration date: 2023-10-25
- CHURCH CAPITAL
Firm CRD 167443 · AZ · Reported as state-registered
Registration date: 2022-04-26
- T.A. SALOMON ASSET MANAGEMENT PLLC
Firm CRD 167546 · AZ · Reported as state-registered
Registration date: 2013-05-05