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.
- BANGERTER FINANCIAL SERVICES, INC.
Firm CRD 171939 · CA · Reported as state-registered
Registration date: 2014-10-20
- MFA GLOBAL CONSULTING GROUP LLC
Firm CRD 171944 · AZ · Reported as state-registered
Registration date: 2019-01-29
- MFA GLOBAL CONSULTING GROUP LLC
Firm CRD 171944 · CA · Reported as state-registered
Registration date: 2019-01-09
- ORIGIN WEALTH ADVISERS
Firm CRD 171946 · TX · Reported as state-registered
Registration date: 2020-02-06
- RIDGEVIEW FINANCIAL PLANNING
Firm CRD 171985 · CA · Reported as state-registered
Registration date: 2014-07-22
- WILSON, MARK HENRY
Firm CRD 172023 · CA · Reported as state-registered
Registration date: 2026-01-23
- CAPSTONE WEALTH MANAGEMENT, INC
Firm CRD 172040 · CA · Reported as state-registered
Registration date: 2021-02-22
- IWC FINANCIAL PLANNING
Firm CRD 172090 · TX · Reported as state-registered
Registration date: 2017-08-10
- CAVINESS WEALTH MANAGEMENT, LLC
Firm CRD 172091 · TX · Reported as state-registered
Registration date: 2014-07-14
- THE VON DOHLEN KNUFFKE FINANCIAL GROUP, LLC
Firm CRD 172094 · TX · Reported as state-registered
Registration date: 2017-02-22
- 360DIVIDENDS
Firm CRD 172101 · CA · Reported as state-registered
Registration date: 2019-01-29
- MANAGED ASSET WEALTH MANAGEMENT LLC
Firm CRD 172102 · CA · Reported as state-registered
Registration date: 2014-08-20
- CALLAWAY FINANCIAL SERVICES
Firm CRD 172117 · TX · Reported as state-registered
Registration date: 2014-08-21
- ARROWSTONE WEALTH, LLC
Firm CRD 172147 · WA · Reported as state-registered
Registration date: 2014-07-10
- CLEAR CAPITAL MANAGEMENT LP
Firm CRD 172209 · CA · Reported as state-registered
Registration date: 2025-05-22
- CLEAR CAPITAL MANAGEMENT LP
Firm CRD 172209 · WA · Reported as state-registered
Registration date: 2025-04-03
- MONTECITO INVESTMENT STRATEGIES
Firm CRD 172218 · CA · Reported as state-registered
Registration date: 2014-08-12
- WLFB INC
Firm CRD 172296 · WA · Reported as state-registered
Registration date: 2014-12-04
- STEVEN P. SIEGEL, LTD.
Firm CRD 172308 · AZ · Reported as state-registered
Registration date: 2014-12-16
- ALLIANCE WEALTH MANAGEMENT, LLC
Firm CRD 172330 · TX · Reported as state-registered
Registration date: 2014-08-18
- BARRY E. REYNOLDS CPA PC
Firm CRD 172368 · TX · Reported as state-registered
Registration date: 2014-09-29
- ELEVATE FINANCIAL
Firm CRD 172375 · AZ · Reported as state-registered
Registration date: 2015-07-23
- GREEN STREET
Firm CRD 172378 · CA · Reported as state-registered
Registration date: 2022-02-28
- PANORAMIC FINANCIAL
Firm CRD 172396 · CA · Reported as state-registered
Registration date: 2014-08-07
- PANORAMIC FINANCIAL
Firm CRD 172396 · TX · Reported as state-registered
Registration date: 2024-08-19