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.
- ARRIVITY FINANCIAL PLANNING
Firm CRD 167976 · CA · Reported as state-registered
Registration date: 2021-03-22
- ARRIVITY FINANCIAL PLANNING
Firm CRD 167976 · WA · Reported as state-registered
Registration date: 2013-09-10
- MCCLURG CAPITAL CORPORATION
Firm CRD 16798 · CA · Reported as state-registered
Registration date: 2001-12-11
- MATTERHORN FINANCIAL PLANNING
Firm CRD 167996 · CA · Reported as state-registered
Registration date: 2023-10-31
- HOLDFAST WEALTH MANAGEMENT, LLC
Firm CRD 168007 · TX · Reported as state-registered
Registration date: 2013-06-25
- WEALTH KEEPERS
Firm CRD 168008 · TX · Reported as state-registered
Registration date: 2021-02-26
- COMPOUND VALUE ADVISERS, LLC
Firm CRD 168084 · CA · Reported as state-registered
Registration date: 2013-09-04
- ERA CAPITAL MANAGEMENT LLC
Firm CRD 168089 · WA · Reported as state-registered
Registration date: 2013-08-29
- TULA INVESTMENT GROUP LLC
Firm CRD 168102 · CA · Reported as state-registered
Registration date: 2013-08-20
- DT INVESTMENTS I LLC
Firm CRD 168117 · CA · Reported as state-registered
Registration date: 2019-03-28
- INVEST SMART USA, INC.
Firm CRD 168135 · AZ · Reported as state-registered
Registration date: 2013-06-27
- INPLAY GLOBAL ADVISORS
Firm CRD 168190 · CA · Reported as state-registered
Registration date: 2013-11-05
- SHRI ADVISORS
Firm CRD 168207 · TX · Reported as state-registered
Registration date: 2020-09-30
- WOVEN PROSPERITY
Firm CRD 168232 · CA · Reported as state-registered
Registration date: 2013-08-30
- ACORN FINANCIAL PLANNING
Firm CRD 168249 · CA · Reported as state-registered
Registration date: 2013-07-25
- WALSH FINANCIAL CONSULTING
Firm CRD 168305 · CA · Reported as state-registered
Registration date: 2014-06-26
- ALCONBURY TRUST L.L.C
Firm CRD 168312 · TX · Reported as state-registered
Registration date: 2017-08-03
- GUIDEWAY FINANCIAL, LLC
Firm CRD 168317 · TX · Reported as state-registered
Registration date: 2013-09-11
- GREENWAY FINANCIAL ADVISORS LLC
Firm CRD 168353 · CA · Reported as state-registered
Registration date: 2022-03-16
- MT RYAN, INC.
Firm CRD 168392 · CA · Reported as state-registered
Registration date: 2013-10-31
- STONEHAVEN PRIVATE WEALTH MANAGEMENT LLC
Firm CRD 168393 · CA · Reported as state-registered
Registration date: 2013-09-16
- LINCH FINANCIAL, LLC
Firm CRD 168464 · TX · Reported as state-registered
Registration date: 2013-09-18
- WAYUP WEALTH BUILDING GROUP
Firm CRD 168482 · CA · Reported as state-registered
Registration date: 2013-12-10
- HAMILTON FINANCIAL PLANNING LLC
Firm CRD 168483 · TX · Reported as state-registered
Registration date: 2013-10-03
- ALTAMIRA CAPITAL MANAGEMENT LLC
Firm CRD 168486 · TX · Reported as state-registered
Registration date: 2013-08-27