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.
- TOUPS CAPITAL ADVISORS LLC
Firm CRD 323564 · CA · Reported as state-registered
Registration date: 2022-11-21
- JOSEPH M. SEBO, CFP INC.
Firm CRD 323589 · CA · Reported as state-registered
Registration date: 2022-11-18
- IKIGAI PLANNING
Firm CRD 323594 · CA · Reported as state-registered
Registration date: 2026-06-04
- MAGNOLIA CAPITAL ASSET MANAGEMENT LLC
Firm CRD 323624 · CA · Reported as state-registered
Registration date: 2022-11-10
- BLAIR CAPITAL MANAGEMENT
Firm CRD 323660 · CA · Reported as state-registered
Registration date: 2023-01-12
- TWINLEAF FINANCIAL ADVISORS
Firm CRD 323737 · CA · Reported as state-registered
Registration date: 2025-03-11
- CREATIVEVEST INC
Firm CRD 323784 · CA · Reported as state-registered
Registration date: 2025-07-18
- ECF WEALTH, INC.
Firm CRD 323808 · CA · Reported as state-registered
Registration date: 2023-02-01
- ELEVATE WEALTH ADVISORS, LLC
Firm CRD 323825 · CA · Reported as state-registered
Registration date: 2023-03-01
- RATNER & ASSOCIATES LLC
Firm CRD 323912 · CA · Reported as state-registered
Registration date: 2022-12-07
- KHALIS FINANCIAL ADVISORS LLC
Firm CRD 323950 · CA · Reported as state-registered
Registration date: 2023-04-27
- MOLANO WEALTH MANAGEMENT
Firm CRD 323967 · CA · Reported as state-registered
Registration date: 2023-03-03
- EDWIN CHIANG INVESTMENT ADVISOR
Firm CRD 323996 · CA · Reported as state-registered
Registration date: 2023-01-03
- CORNERSTONE FINANCIAL PLANNING
Firm CRD 324007 · CA · Reported as state-registered
Registration date: 2025-07-15
- LOTUSLAND PROPERTIES
Firm CRD 324016 · CA · Reported as state-registered
Registration date: 2022-12-14
- BLACKHAWK FINANCIAL ADVISORS
Firm CRD 324019 · CA · Reported as state-registered
Registration date: 2023-04-19
- INSTITUTIONAL INVESTING ENHANCEMENT LLC
Firm CRD 324021 · CA · Reported as state-registered
Registration date: 2023-06-23
- SORUNKE WEALTH ADVISORS
Firm CRD 324023 · CA · Reported as state-registered
Registration date: 2022-11-23
- MT. TIMP CAPITAL
Firm CRD 324028 · CA · Reported as state-registered
Registration date: 2023-02-21
- CST FINANCIAL ADVISORY LLC
Firm CRD 324035 · CA · Reported as state-registered
Registration date: 2023-06-01
- WEALTH FINANCIAL GROUP WEST, INC.
Firm CRD 324051 · CA · Reported as state-registered
Registration date: 2022-12-16
- VALLEY CENTER ADVISORS
Firm CRD 324084 · CA · Reported as state-registered
Registration date: 2023-02-03
- YAYATI ASSET MANAGEMENT, LLC
Firm CRD 324099 · CA · Reported as state-registered
Registration date: 2023-05-19
- BALANCED WEALTH, INC.
Firm CRD 324140 · CA · Reported as state-registered
Registration date: 2023-09-29
- GIBSON MONROE WEALTH ADVISORS
Firm CRD 324146 · CA · Reported as state-registered
Registration date: 2023-01-01