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.
- FCG WEALTH MANAGEMENT LLC
Firm CRD 321734 · CA · Reported as state-registered
Registration date: 2022-08-16
- TY ROLLINS, INC.
Firm CRD 321753 · CA · Reported as state-registered
Registration date: 2022-07-08
- DURAN CAPITAL MANAGEMENT, LLC
Firm CRD 321779 · CA · Reported as state-registered
Registration date: 2022-11-21
- TILDEN PATH CAPITAL LLC
Firm CRD 321783 · CA · Reported as state-registered
Registration date: 2022-07-01
- MYFI FINANCIAL
Firm CRD 321836 · CA · Reported as state-registered
Registration date: 2022-06-21
- LAYARI FINANCIAL
Firm CRD 321852 · CA · Reported as state-registered
Registration date: 2022-06-08
- DUCKETT WEALTH MANAGEMENT
Firm CRD 321880 · CA · Reported as state-registered
Registration date: 2022-12-19
- 401 FINANCIAL
Firm CRD 321902 · CA · Reported as state-registered
Registration date: 2022-06-27
- DAO TRADING & ADVISORY INC.
Firm CRD 321953 · CA · Reported as state-registered
Registration date: 2022-07-27
- HUGHES WEALTH MANAGEMENT INCORPORATED
Firm CRD 321954 · CA · Reported as state-registered
Registration date: 2022-08-10
- TEAM ELEVATED ASSET MANAGEMENT
Firm CRD 321979 · CA · Reported as state-registered
Registration date: 2023-01-05
- MAGNOLIA GROWTH CAPITAL
Firm CRD 322030 · CA · Reported as state-registered
Registration date: 2022-08-22
- IAFF-FC ADVISORS LLC
Firm CRD 322040 · CA · Reported as state-registered
Registration date: 2023-07-31
- BRAVA FINANCIAL
Firm CRD 322054 · CA · Reported as state-registered
Registration date: 2022-07-11
- PHIBBS FINANCIAL
Firm CRD 322093 · CA · Reported as state-registered
Registration date: 2026-01-09
- DESERT CAPITAL MANAGEMENT GROUP, INC
Firm CRD 322100 · CA · Reported as state-registered
Registration date: 2023-02-13
- WEALTH IN YOURSELF LLC
Firm CRD 322123 · CA · Reported as state-registered
Registration date: 2022-09-02
- FIND YOUR FI
Firm CRD 322147 · CA · Reported as state-registered
Registration date: 2023-02-16
- CREATIVE FINANCIAL ADVISOR GROUP LLC
Firm CRD 322212 · CA · Reported as state-registered
Registration date: 2022-08-25
- FIDUCIARY ARCHITECTS LLC
Firm CRD 322251 · CA · Reported as state-registered
Registration date: 2022-09-13
- ODYSSEY FINANCIAL SERVICES LLC
Firm CRD 322254 · CA · Reported as state-registered
Registration date: 2022-09-20
- RUBY PEBBLE FINANCIAL PLANNING LLC
Firm CRD 322267 · CA · Reported as state-registered
Registration date: 2026-08-26
- FINEBERG FINANCIAL MANAGEMENT LLC
Firm CRD 322268 · CA · Reported as state-registered
Registration date: 2023-02-17
- FEDELI FINANCIAL, LLC
Firm CRD 322269 · CA · Reported as state-registered
Registration date: 2023-01-01
- FIRST PRINCIPLES INVESTMENT MANAGEMENT LLC
Firm CRD 322280 · CA · Reported as state-registered
Registration date: 2022-08-02