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.
- CHAIM INVESTMENT ADVISORS LLC
Firm CRD 171145 · CA · Reported as state-registered
Registration date: 2022-11-07
- WILSON INVESTMENT SERVICES
Firm CRD 171157 · TX · Reported as state-registered
Registration date: 2014-06-24
- REED CAPITAL MANAGEMENT, LLC
Firm CRD 171162 · CA · Reported as state-registered
Registration date: 2014-06-20
- REED CAPITAL MANAGEMENT, LLC
Firm CRD 171162 · TX · Reported as state-registered
Registration date: 2024-12-16
- ARROWHEAD WEALTH MANAGEMENT CORP.
Firm CRD 171169 · CA · Reported as state-registered
Registration date: 2014-05-21
- GOOD LIFE WEALTH MANAGEMENT LLC
Firm CRD 171175 · TX · Reported as state-registered
Registration date: 2014-05-19
- PARABOLIC ASSET MANAGEMENT LLC
Firm CRD 171206 · CA · Reported as state-registered
Registration date: 2014-06-06
- MADRONA WEALTH MANAGEMENT LLC
Firm CRD 171261 · WA · Reported as state-registered
Registration date: 2016-11-01
- CAMELOT WEALTH MANAGEMENT, LLC
Firm CRD 171275 · TX · Reported as state-registered
Registration date: 2014-11-06
- BLUE WATER FINANCIAL INVESTOR COACHING, LLC
Firm CRD 171285 · CA · Reported as state-registered
Registration date: 2026-06-29
- GARABEDIAN WEALTH MANAGEMENT GROUP
Firm CRD 171307 · CA · Reported as state-registered
Registration date: 2014-08-29
- SDMI INSURANCE AND FINANCIAL SERVICES
Firm CRD 171312 · CA · Reported as state-registered
Registration date: 2014-06-25
- SUMMIT FAMILY OFFICE SERVICES, LLC
Firm CRD 171313 · WA · Reported as state-registered
Registration date: 2014-10-13
- COURSE 26, LLC
Firm CRD 171325 · TX · Reported as state-registered
Registration date: 2015-11-20
- KMR WEALTH ADVISORY, LLC
Firm CRD 171327 · CA · Reported as state-registered
Registration date: 2014-07-23
- BLUEPRINT FINANCIAL ADVISORS, LLC
Firm CRD 171331 · WA · Reported as state-registered
Registration date: 2022-03-10
- CRIMSON OAK WEALTH MANAGEMENT, LLC
Firm CRD 171360 · TX · Reported as state-registered
Registration date: 2022-06-03
- FORWARD WEALTH MANAGEMENT, LLC
Firm CRD 171362 · TX · Reported as state-registered
Registration date: 2016-06-15
- BURTON WEALTH MANAGEMENT
Firm CRD 171381 · AZ · Reported as state-registered
Registration date: 2014-08-07
- BURTON WEALTH MANAGEMENT
Firm CRD 171381 · CA · Reported as state-registered
Registration date: 2014-08-08
- SPEIRO INVESTMENTS, LLC
Firm CRD 171407 · CA · Reported as state-registered
Registration date: 2014-07-07
- 7SUMMIT ADVISORS, LLC
Firm CRD 171409 · CA · Reported as state-registered
Registration date: 2014-10-09
- RUFUS HAYES ASSET MANAGEMENT, LLC
Firm CRD 171421 · TX · Reported as state-registered
Registration date: 2014-09-11
- WEALTH MANAGEMENT OF KENTUCKY, INC.
Firm CRD 171446 · TX · Reported as state-registered
Registration date: 2021-10-01
- EPIPHANY WEALTH MANAGEMENT
Firm CRD 171463 · TX · Reported as state-registered
Registration date: 2015-03-09