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.
- DOGPATCH WEALTH
Firm CRD 171464 · CA · Reported as state-registered
Registration date: 2014-06-10
- CONAGHAN FINANCIAL SERVICES
Firm CRD 171531 · CA · Reported as state-registered
Registration date: 2014-07-11
- SMARTT WEALTH SOLUTIONS, LLC
Firm CRD 171535 · AZ · Reported as state-registered
Registration date: 2014-06-16
- WOVEN CAPITAL, LLC
Firm CRD 171540 · CA · Reported as state-registered
Registration date: 2014-10-02
- YOUR RICHEST LIFE
Firm CRD 171609 · TX · Reported as state-registered
Registration date: 2014-07-18
- INNOVATIVE FINANCIAL ADVISORS, LLC
Firm CRD 171614 · CA · Reported as state-registered
Registration date: 2014-07-03
- LW PACIFIC INVESTMENTS LLC
Firm CRD 171641 · CA · Reported as state-registered
Registration date: 2015-06-18
- LONG LAKE CAPITAL MANAGEMENT, LLC
Firm CRD 171644 · CA · Reported as state-registered
Registration date: 2024-06-25
- HEMISPHERES INVESTMENT MANAGEMENT
Firm CRD 171681 · CA · Reported as state-registered
Registration date: 2014-08-05
- AEGIS WEALTH PARTNERS, LLC
Firm CRD 171693 · AZ · Reported as state-registered
Registration date: 2014-07-29
- WALSVICK WEALTH MANAGEMENT
Firm CRD 171719 · AZ · Reported as state-registered
Registration date: 2014-08-27
- SIERRA MADRE PARTNERS LLC
Firm CRD 171754 · CA · Reported as state-registered
Registration date: 2014-06-20
- SIERRA MADRE PARTNERS LLC
Firm CRD 171754 · TX · Reported as state-registered
Registration date: 2025-01-08
- CONCENTRATED RISK SOLUTIONS INC.
Firm CRD 171758 · TX · Reported as state-registered
Registration date: 2014-09-05
- FSR WEALTH MANAGEMENT, LLC
Firm CRD 171766 · WA · Reported as state-registered
Registration date: 2014-08-12
- QUANTUMVEST, INC.
Firm CRD 171780 · AZ · Reported as state-registered
Registration date: 2014-08-14
- QUANTUMVEST, INC.
Firm CRD 171780 · CA · Reported as state-registered
Registration date: 2015-01-15
- QUANTUMVEST, INC.
Firm CRD 171780 · TX · Reported as state-registered
Registration date: 2014-09-18
- FC360 WEALTH MANAGEMENT, INC.
Firm CRD 171788 · CA · Reported as state-registered
Registration date: 2015-10-09
- TENERE FINANCIAL
Firm CRD 171808 · WA · Reported as state-registered
Registration date: 2015-04-15
- KNIGHT AND COMPANY WEALTH ADVISORS, LLC
Firm CRD 171840 · CA · Reported as state-registered
Registration date: 2014-09-23
- MISSION HILL ADVISORS, LLC
Firm CRD 171866 · TX · Reported as state-registered
Registration date: 2022-01-06
- ENDURANCE CAPITAL PARTNERS, LLC
Firm CRD 171895 · CA · Reported as state-registered
Registration date: 2014-09-05
- EMERALD WEALTH MANAGEMENT, INC.
Firm CRD 171913 · CA · Reported as state-registered
Registration date: 2014-07-22
- TIERCEL CAPITAL TEXAS LLC
Firm CRD 171921 · TX · Reported as state-registered
Registration date: 2021-01-21