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.
600 published state registrations on 600 distinct firm CRDs.
- ESOTERIC WEALTH PARTNERS LLC
Firm CRD 168497 · WA · Reported as state-registered
Registration date: 2015-01-02
- PRISM FINANCIAL PLANNING, LLC
Firm CRD 168530 · WA · Reported as state-registered
Registration date: 2013-10-10
- RH2 WEALTH ADVISORS, LLC
Firm CRD 168667 · WA · Reported as state-registered
Registration date: 2014-01-01
- CLARITY NORTHWEST WEALTH MANAGEMENT, LLC
Firm CRD 168938 · WA · Reported as state-registered
Registration date: 2014-01-21
- WESTFACE FINANCIAL ADVISORY
Firm CRD 168959 · WA · Reported as state-registered
Registration date: 2016-04-04
- TRIMARAN CAPITAL
Firm CRD 169022 · WA · Reported as state-registered
Registration date: 2017-08-02
- HEGDAHL INVESTMENT MANAGEMENT, LLC
Firm CRD 169043 · WA · Reported as state-registered
Registration date: 2014-01-07
- MG FINANCIAL, INC.
Firm CRD 169448 · WA · Reported as state-registered
Registration date: 2014-01-01
- CLEARBROOK INVESTMENT MANAGEMENT, LLC
Firm CRD 170057 · WA · Reported as state-registered
Registration date: 2014-05-15
- CSW PARTNERS, LLC
Firm CRD 170085 · WA · Reported as state-registered
Registration date: 2014-03-11
- ALDER COVE CAPITAL, LLC
Firm CRD 170147 · WA · Reported as state-registered
Registration date: 2014-03-21
- MARKET STREET ADVISORS, LLC
Firm CRD 170170 · WA · Reported as state-registered
Registration date: 2014-03-10
- SAR WEALTH MANAGEMENT
Firm CRD 170194 · WA · Reported as state-registered
Registration date: 2014-02-06
- GUIDE FINANCIAL PLANNING
Firm CRD 170734 · WA · Reported as state-registered
Registration date: 2025-07-08
- LATTICEWORK CAPITAL
Firm CRD 171043 · WA · Reported as state-registered
Registration date: 2014-09-23
- MADRONA WEALTH MANAGEMENT LLC
Firm CRD 171261 · WA · Reported as state-registered
Registration date: 2016-11-01
- SUMMIT FAMILY OFFICE SERVICES, LLC
Firm CRD 171313 · WA · Reported as state-registered
Registration date: 2014-10-13
- BLUEPRINT FINANCIAL ADVISORS, LLC
Firm CRD 171331 · WA · Reported as state-registered
Registration date: 2022-03-10
- FSR WEALTH MANAGEMENT, LLC
Firm CRD 171766 · WA · Reported as state-registered
Registration date: 2014-08-12
- TENERE FINANCIAL
Firm CRD 171808 · WA · Reported as state-registered
Registration date: 2015-04-15
- ARROWSTONE WEALTH, LLC
Firm CRD 172147 · WA · Reported as state-registered
Registration date: 2014-07-10
- CLEAR CAPITAL MANAGEMENT LP
Firm CRD 172209 · WA · Reported as state-registered
Registration date: 2025-04-03
- WLFB INC
Firm CRD 172296 · WA · Reported as state-registered
Registration date: 2014-12-04
- PNW ASSET MANAGEMENT
Firm CRD 172429 · WA · Reported as state-registered
Registration date: 2014-11-10
- NOMAD CAPITAL GROUP, LLC
Firm CRD 172639 · WA · Reported as state-registered
Registration date: 2023-02-09