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.
3,336 published state registrations on 3,336 distinct firm CRDs.
- CLYM LLC
Firm CRD 318567 · CA · Reported as state-registered
Registration date: 2022-03-15
- CLARITY WEALTH MANAGEMENT LLC
Firm CRD 318575 · CA · Reported as state-registered
Registration date: 2022-07-13
- NAVOLIO & TALLMAN ADVISORS LLC
Firm CRD 318582 · CA · Reported as state-registered
Registration date: 2022-07-19
- WISE ASSET MANAGEMENT L.L.C.
Firm CRD 318614 · CA · Reported as state-registered
Registration date: 2022-03-14
- LIFE UNLOCKED PARTNERS LLC
Firm CRD 318642 · CA · Reported as state-registered
Registration date: 2022-05-11
- ANDANTE FINANCIAL
Firm CRD 318656 · CA · Reported as state-registered
Registration date: 2022-02-09
- THE WEALTH MASTERY, LLC
Firm CRD 318682 · CA · Reported as state-registered
Registration date: 2022-06-22
- INCEPTION FINANCIAL SERVICES
Firm CRD 318694 · CA · Reported as state-registered
Registration date: 2023-01-26
- SUTTLE CROSSLAND WEALTH ADVISORS, LLC
Firm CRD 318700 · CA · Reported as state-registered
Registration date: 2025-01-28
- FLIGHTPATH FINANCIAL PLANNING
Firm CRD 318701 · CA · Reported as state-registered
Registration date: 2022-06-17
- APPLIED WEALTH MANAGEMENT
Firm CRD 318732 · CA · Reported as state-registered
Registration date: 2022-04-29
- GREATDANE INVESTMENT LLC
Firm CRD 318880 · CA · Reported as state-registered
Registration date: 2026-09-24
- S & L FINANCIAL MANAGEMENT
Firm CRD 318996 · CA · Reported as state-registered
Registration date: 2022-04-08
- PETRARCH WEALTH MANAGEMENT
Firm CRD 319001 · CA · Reported as state-registered
Registration date: 2024-03-29
- NEOKAI CAPITAL
Firm CRD 319006 · CA · Reported as state-registered
Registration date: 2025-05-07
- IRON HORSE CAPITAL, INC.
Firm CRD 319015 · CA · Reported as state-registered
Registration date: 2022-10-20
- IMPACTFI
Firm CRD 319086 · CA · Reported as state-registered
Registration date: 2022-03-25
- DETERMINED ADVISORS LLC
Firm CRD 319089 · CA · Reported as state-registered
Registration date: 2026-01-13
- KRM ADVISORY SERVICES
Firm CRD 319206 · CA · Reported as state-registered
Registration date: 2022-03-24
- EXHALE WEALTH
Firm CRD 319219 · CA · Reported as state-registered
Registration date: 2022-09-28
- PAOLO BERNARDI ADVISOR
Firm CRD 319237 · CA · Reported as state-registered
Registration date: 2022-07-01
- FRESH BREAD INVESTMENTS, LLC
Firm CRD 319251 · CA · Reported as state-registered
Registration date: 2022-03-16
- MARATHON RETIREMENT PLANNING
Firm CRD 319258 · CA · Reported as state-registered
Registration date: 2022-07-12
- GRAPE MODERN WEALTH MANAGEMENT
Firm CRD 319261 · CA · Reported as state-registered
Registration date: 2022-05-02
- MECHFI
Firm CRD 319279 · CA · Reported as state-registered
Registration date: 2022-08-17