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.
- FOCUSED MISSION FINANCIAL
Firm CRD 322953 · CA · Reported as state-registered
Registration date: 2022-09-12
- UPRISE ADVISERS LLC
Firm CRD 322959 · CA · Reported as state-registered
Registration date: 2022-10-31
- LEYLAND CYPRESS, LLC
Firm CRD 322964 · CA · Reported as state-registered
Registration date: 2024-02-23
- TRULY UNBIASED LLC
Firm CRD 322989 · CA · Reported as state-registered
Registration date: 2023-01-01
- WESTERN LEVEL ADVISORS LLC
Firm CRD 323014 · CA · Reported as state-registered
Registration date: 2025-02-05
- BORGER CAPITAL MANAGEMENT LLC
Firm CRD 323065 · CA · Reported as state-registered
Registration date: 2026-06-09
- SUNNYBRANCH WEALTH LLC
Firm CRD 323075 · CA · Reported as state-registered
Registration date: 2025-03-24
- PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC
Firm CRD 323081 · CA · Reported as state-registered
Registration date: 2023-02-09
- JOHN G. O'CONNELL
Firm CRD 323103 · CA · Reported as state-registered
Registration date: 2023-04-25
- MDRN WEALTH
Firm CRD 323177 · CA · Reported as state-registered
Registration date: 2023-04-04
- MEERA ADVISORY, L.L.C.
Firm CRD 323191 · CA · Reported as state-registered
Registration date: 2022-11-21
- ALONGSIDE WEALTH ADVISORS, LLC
Firm CRD 323235 · CA · Reported as state-registered
Registration date: 2024-08-12
- MARGO FINANCIAL
Firm CRD 323290 · CA · Reported as state-registered
Registration date: 2023-02-08
- GLOBALINK WEALTH MANAGEMENT, LLC
Firm CRD 323294 · CA · Reported as state-registered
Registration date: 2023-03-16
- BLACKLINES FINANCIAL
Firm CRD 323340 · CA · Reported as state-registered
Registration date: 2023-01-20
- EMBOLDENFP
Firm CRD 323352 · CA · Reported as state-registered
Registration date: 2024-12-06
- OVERWATCH MANAGEMENT
Firm CRD 323450 · CA · Reported as state-registered
Registration date: 2022-12-15
- INSIDE ARBITRAGE ADVISORS, LLC
Firm CRD 323455 · CA · Reported as state-registered
Registration date: 2023-01-01
- RETIREMENT ROADMAP FINANCIAL PLANNING
Firm CRD 323469 · CA · Reported as state-registered
Registration date: 2022-11-04
- WEALTH ADVISORY LAB LLC
Firm CRD 323472 · CA · Reported as state-registered
Registration date: 2022-10-21
- PMA WEALTH MANAGEMENT
Firm CRD 323475 · CA · Reported as state-registered
Registration date: 2022-11-21
- EDEN FINANCIAL
Firm CRD 323479 · CA · Reported as state-registered
Registration date: 2023-01-18
- TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC
Firm CRD 323492 · CA · Reported as state-registered
Registration date: 2023-02-16
- B1 FINANCIAL
Firm CRD 323539 · CA · Reported as state-registered
Registration date: 2026-08-13
- GRANITE RESEARCH, LLC
Firm CRD 323560 · CA · Reported as state-registered
Registration date: 2022-12-16