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.
- GREEN ERA FINANCIAL LLC
Firm CRD 324150 · CA · Reported as state-registered
Registration date: 2023-02-17
- RIGHTWISE WEALTH
Firm CRD 324252 · CA · Reported as state-registered
Registration date: 2024-09-20
- PYSNIK FINANCIAL, LLC
Firm CRD 324261 · CA · Reported as state-registered
Registration date: 2023-08-07
- RESET FINANCIAL PLANNING LLC
Firm CRD 324322 · CA · Reported as state-registered
Registration date: 2024-04-10
- HARVEY WEALTH MANAGEMENT LLC
Firm CRD 324344 · CA · Reported as state-registered
Registration date: 2023-05-19
- JACKSON PEAK CAPITAL LLC
Firm CRD 324352 · CA · Reported as state-registered
Registration date: 2023-01-01
- GOOD BALANCE FP LLC
Firm CRD 324354 · CA · Reported as state-registered
Registration date: 2023-01-31
- SAFE HARBOR ASSETS
Firm CRD 324397 · CA · Reported as state-registered
Registration date: 2023-02-01
- WATERFRONT ADVISORS
Firm CRD 324398 · CA · Reported as state-registered
Registration date: 2023-01-10
- DAN HASSEY INVESTMENT ADVISORY
Firm CRD 324462 · CA · Reported as state-registered
Registration date: 2023-03-13
- JPL WEALTH MANAGEMENT
Firm CRD 324503 · CA · Reported as state-registered
Registration date: 2023-04-05
- QRIA, INC.
Firm CRD 324506 · CA · Reported as state-registered
Registration date: 2023-07-07
- APP
Firm CRD 324537 · CA · Reported as state-registered
Registration date: 2023-01-26
- DIVERGENT CAPITAL ASSET MANAGEMENT LLC
Firm CRD 324549 · CA · Reported as state-registered
Registration date: 2023-11-27
- PHOUNDATIONAL LLC
Firm CRD 324552 · CA · Reported as state-registered
Registration date: 2023-05-04
- ECHO WEALTH PARTNERS
Firm CRD 324584 · CA · Reported as state-registered
Registration date: 2024-03-29
- GOLD PATH INVESTMENT GROUP
Firm CRD 324590 · CA · Reported as state-registered
Registration date: 2023-02-23
- VICTOR JONES CPA, PC
Firm CRD 324604 · CA · Reported as state-registered
Registration date: 2023-09-20
- GREENERBUCKS
Firm CRD 324622 · CA · Reported as state-registered
Registration date: 2023-02-03
- SMART PORTFOLIO
Firm CRD 324633 · CA · Reported as state-registered
Registration date: 2026-02-25
- CURATED WEALTH SOLUTIONS, LLC
Firm CRD 324663 · CA · Reported as state-registered
Registration date: 2023-05-03
- COW CAPITAL INC
Firm CRD 324665 · CA · Reported as state-registered
Registration date: 2023-10-27
- DAE WEALTH MANAGEMENT
Firm CRD 324692 · CA · Reported as state-registered
Registration date: 2023-01-25
- PERSONAL BEST FINANCIAL LLC
Firm CRD 324747 · CA · Reported as state-registered
Registration date: 2023-02-08
- SACHI FINANCIAL PLANNING
Firm CRD 324752 · CA · Reported as state-registered
Registration date: 2023-01-27