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.
600 published state registrations on 600 distinct firm CRDs.
- MKG FINANCIAL GROUP, INC.
Firm CRD 104214 · WA · Reported as state-registered
Registration date: 2012-06-28
- COLORADO FINANCIAL SERVICE CORPORATION
Firm CRD 104343 · WA · Reported as state-registered
Registration date: 2017-10-12
- ARISTON CAPITAL MANAGEMENT CORP
Firm CRD 105086 · WA · Reported as state-registered
Registration date: 2009-04-09
- KAREL CAPITAL, INC.
Firm CRD 105607 · WA · Reported as state-registered
Registration date: 2012-06-26
- INFORMED INVESTORS GROUP
Firm CRD 105824 · WA · Reported as state-registered
Registration date: 2012-06-29
- PENGRA CAPITAL MANAGEMENT INC
Firm CRD 106319 · WA · Reported as state-registered
Registration date: 2012-06-14
- BANNER INVESTMENT CONSULTANTS
Firm CRD 106439 · WA · Reported as state-registered
Registration date: 2012-06-22
- CHIEF CAPITAL MANAGEMENT, INC
Firm CRD 108753 · WA · Reported as state-registered
Registration date: 1999-12-09
- NORTHWEST INVESTMENT ADVISORS, INC
Firm CRD 109737 · WA · Reported as state-registered
Registration date: 2003-03-25
- SUMMIT INVESTMENT MANAGEMENT, LTD.
Firm CRD 110188 · WA · Reported as state-registered
Registration date: 2025-07-01
- INVESTOR RESOURCES INC
Firm CRD 110766 · WA · Reported as state-registered
Registration date: 2012-06-29
- PWR FINANCIAL SERVICES
Firm CRD 112299 · WA · Reported as state-registered
Registration date: 2001-07-09
- SHERWOOD INVESTMENTS
Firm CRD 113622 · WA · Reported as state-registered
Registration date: 2012-05-21
- PEGASUS INVESTMENT MANAGEMENT LLC
Firm CRD 114079 · WA · Reported as state-registered
Registration date: 2011-05-27
- POLARIS ASSET MANAGEMENT LLC
Firm CRD 114586 · WA · Reported as state-registered
Registration date: 2000-07-13
- FAP,LLC
Firm CRD 114976 · WA · Reported as state-registered
Registration date: 2001-08-31
- SATORI FINANCIAL LLC
Firm CRD 115592 · WA · Reported as state-registered
Registration date: 2001-01-19
- PEAK INVESTMENTS
Firm CRD 115632 · WA · Reported as state-registered
Registration date: 2014-03-11
- COAST CAPITAL MANAGEMENT
Firm CRD 115767 · WA · Reported as state-registered
Registration date: 1994-03-03
- SOUND FINANCIAL ADVISORS, INC.
Firm CRD 115875 · WA · Reported as state-registered
Registration date: 1996-10-10
- WEALTH MANAGEMENT NORTHWEST, INC.
Firm CRD 115983 · WA · Reported as state-registered
Registration date: 1999-06-03
- ADVITICA FINANCIAL PLANNING LLC
Firm CRD 116052 · WA · Reported as state-registered
Registration date: 1996-07-12
- ASPEN FINANCIAL MANAGEMENT, INC.
Firm CRD 116149 · WA · Reported as state-registered
Registration date: 2022-06-07
- BERNTSON PORTER WEALTH MANAGEMENT, LLC
Firm CRD 116276 · WA · Reported as state-registered
Registration date: 2001-10-02
- ROBERT BERGSTROM
Firm CRD 116282 · WA · Reported as state-registered
Registration date: 1987-12-09