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.
- MARGO PARK FINANCIAL
Firm CRD 169375 · CA · Reported as state-registered
Registration date: 2019-02-19
- CYPRESS POINT FINANCIAL ADVISORS
Firm CRD 169376 · CA · Reported as state-registered
Registration date: 2014-03-26
- STKEROS FINANCIAL PLANNING, LLC
Firm CRD 169383 · CA · Reported as state-registered
Registration date: 2025-10-08
- EMPOWERED RETIREMENT, INC.
Firm CRD 169389 · CA · Reported as state-registered
Registration date: 2024-05-30
- OAKLEY CAPITAL GROUP
Firm CRD 169427 · CA · Reported as state-registered
Registration date: 2014-05-29
- CSJ WEALTH MANAGEMENT, LLC
Firm CRD 169437 · CA · Reported as state-registered
Registration date: 2013-11-25
- SPIRIT GLOBAL INVESTMENT ADVISORS, LLC
Firm CRD 169442 · CA · Reported as state-registered
Registration date: 2017-01-27
- MG FINANCIAL, INC.
Firm CRD 169448 · WA · Reported as state-registered
Registration date: 2014-01-01
- M3 ASSET MANAGEMENT, INC.
Firm CRD 169461 · CA · Reported as state-registered
Registration date: 2015-10-20
- ANNECY LLC
Firm CRD 169464 · AZ · Reported as state-registered
Registration date: 2014-08-04
- BCD ADVISORS
Firm CRD 169468 · CA · Reported as state-registered
Registration date: 2016-03-28
- MB ADVISORS LLC
Firm CRD 169490 · TX · Reported as state-registered
Registration date: 2014-01-21
- VIRTUOSO WEALTH MANAGEMENT
Firm CRD 169518 · CA · Reported as state-registered
Registration date: 2014-01-01
- CAMELBACK CAPITAL MANAGEMENT, LLC
Firm CRD 169524 · AZ · Reported as state-registered
Registration date: 2014-09-22
- GAGNI WEALTH MANAGEMENT LLC
Firm CRD 169527 · TX · Reported as state-registered
Registration date: 2014-01-03
- COMMONCENTS WEALTH ADVISORS, LLC
Firm CRD 169551 · TX · Reported as state-registered
Registration date: 2025-02-14
- INTEGRITY ADVISORS LLC
Firm CRD 169637 · AZ · Reported as state-registered
Registration date: 2024-03-07
- INTEGRITY ADVISORS LLC
Firm CRD 169637 · CA · Reported as state-registered
Registration date: 2024-02-23
- INTEGRITY ADVISORS LLC
Firm CRD 169637 · TX · Reported as state-registered
Registration date: 2024-02-09
- JAMES CURTIS FINANCIAL AND INSURANCE SERVICES
Firm CRD 169643 · CA · Reported as state-registered
Registration date: 2014-05-29
- ATLAS PEAK ADVISORS, INC.
Firm CRD 169648 · CA · Reported as state-registered
Registration date: 2016-07-06
- THE LYND GROUP ADVISORS, LLC
Firm CRD 169664 · CA · Reported as state-registered
Registration date: 2014-01-01
- THE LYND GROUP ADVISORS, LLC
Firm CRD 169664 · TX · Reported as state-registered
Registration date: 2022-07-08
- WESTERN STATES INVESTMENTS
Firm CRD 169692 · CA · Reported as state-registered
Registration date: 2014-02-19
- VALLEY REGIONAL CAPITAL MANAGEMENT LLC
Firm CRD 169706 · TX · Reported as state-registered
Registration date: 2014-04-28