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.
- GLOBAL IMPACT WEALTH MANAGEMENT
Firm CRD 326638 · CA · Reported as state-registered
Registration date: 2023-05-19
- HAYWOOD WEALTH MANAGEMENT
Firm CRD 326649 · CA · Reported as state-registered
Registration date: 2023-06-09
- DISCIPLINED GROWTH CAPITAL, LLC
Firm CRD 326666 · CA · Reported as state-registered
Registration date: 2023-06-02
- BEYOND WEALTH ADVISORY LLC
Firm CRD 326675 · CA · Reported as state-registered
Registration date: 2023-12-05
- T. SHARP WEALTH MANAGEMENT
Firm CRD 326734 · CA · Reported as state-registered
Registration date: 2023-06-16
- CHRYSADIA FINANCIAL, LLC
Firm CRD 326813 · CA · Reported as state-registered
Registration date: 2023-06-30
- LYNCH FINANCIAL GROUP
Firm CRD 326983 · CA · Reported as state-registered
Registration date: 2023-08-07
- UNITED SUCCESS WEALTH MANAGEMENT
Firm CRD 327031 · CA · Reported as state-registered
Registration date: 2023-11-02
- TRUEWEALTH SOLUTIONS
Firm CRD 327036 · CA · Reported as state-registered
Registration date: 2025-10-01
- OMNIKEY INVESTMENT ADVISORS
Firm CRD 327041 · CA · Reported as state-registered
Registration date: 2023-07-14
- BONANNI, FRANK
Firm CRD 327111 · CA · Reported as state-registered
Registration date: 2023-06-14
- AUSTIN CONSULTING
Firm CRD 327134 · CA · Reported as state-registered
Registration date: 2026-01-23
- LAYLINE FINANCIAL
Firm CRD 327148 · CA · Reported as state-registered
Registration date: 2023-07-12
- KNEALE JR, KENNETH ALAN
Firm CRD 327149 · CA · Reported as state-registered
Registration date: 2023-07-31
- CRB STRATEGIC SERVICES LLC
Firm CRD 327156 · CA · Reported as state-registered
Registration date: 2024-10-24
- CONVEXITY WEALTH MANAGEMENT, LLC
Firm CRD 327183 · CA · Reported as state-registered
Registration date: 2024-04-11
- INGENIQ CAPITAL
Firm CRD 327212 · CA · Reported as state-registered
Registration date: 2025-07-23
- SOP ADVISORS LLC
Firm CRD 327214 · CA · Reported as state-registered
Registration date: 2023-11-22
- FULL CIRCLE FINANCIAL PLANNING
Firm CRD 327297 · CA · Reported as state-registered
Registration date: 2023-07-20
- AFRASIAB WEALTH SOLUTIONS, LLC
Firm CRD 327299 · CA · Reported as state-registered
Registration date: 2023-09-06
- WESTLIGHT WEALTH
Firm CRD 327385 · CA · Reported as state-registered
Registration date: 2023-07-27
- GLOBAL ADVISORS, LLC
Firm CRD 327425 · CA · Reported as state-registered
Registration date: 2024-02-16
- BEAR NOLAN LLC
Firm CRD 327484 · CA · Reported as state-registered
Registration date: 2023-09-13
- DFS CAPITAL MANAGEMENT
Firm CRD 327508 · CA · Reported as state-registered
Registration date: 2023-08-16
- HER PERSONAL FINANCE
Firm CRD 327545 · CA · Reported as state-registered
Registration date: 2025-03-18