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.
- COGENT CAPITAL GROUP
Firm CRD 125163 · CA · Reported as state-registered
Registration date: 2017-01-10
- TOWNE INVESTMENTS LLC
Firm CRD 125306 · CA · Reported as state-registered
Registration date: 2003-03-27
- SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT
Firm CRD 125451 · CA · Reported as state-registered
Registration date: 2003-04-11
- SMITH COMPANY FINANCIAL ADVISORS / FUSION FUNDS
Firm CRD 125488 · CA · Reported as state-registered
Registration date: 2003-06-24
- RJ PACE FINANCIAL
Firm CRD 125676 · CA · Reported as state-registered
Registration date: 2008-01-14
- DE LUCHI INVESTMENT MANAGEMENT
Firm CRD 125899 · CA · Reported as state-registered
Registration date: 1996-08-29
- APPLIED ADVISOR
Firm CRD 126725 · CA · Reported as state-registered
Registration date: 2003-06-05
- STEVE GARRETT AND ASSOCIATES,INC.
Firm CRD 126791 · CA · Reported as state-registered
Registration date: 2018-01-24
- SIERRA SHORE FINANCIAL
Firm CRD 126811 · CA · Reported as state-registered
Registration date: 2003-06-18
- CONTEMPORARY PLANNING ALTERNATIVES
Firm CRD 126834 · CA · Reported as state-registered
Registration date: 1997-01-30
- OPULENT STRATEGIES, LLC
Firm CRD 126837 · CA · Reported as state-registered
Registration date: 2005-03-21
- FISCALIS ADVISORY, INC.
Firm CRD 126934 · CA · Reported as state-registered
Registration date: 2003-12-09
- MICHAEL J.D. MCCALL, LLC
Firm CRD 126981 · CA · Reported as state-registered
Registration date: 2009-07-08
- JERSIN FINANCIAL SERVICES
Firm CRD 126990 · CA · Reported as state-registered
Registration date: 2004-01-01
- WILLIAM HENRY YARNALL III
Firm CRD 127016 · CA · Reported as state-registered
Registration date: 2003-07-31
- CAPITAL INTELLIGENCE ADVISORS, INC.
Firm CRD 127023 · CA · Reported as state-registered
Registration date: 2004-03-03
- JASMIJN CAPITAL MANAGEMENT, LLC
Firm CRD 127066 · CA · Reported as state-registered
Registration date: 2024-02-07
- SILBERMAN WEALTH STRATEGIES, INC.
Firm CRD 127100 · CA · Reported as state-registered
Registration date: 2003-07-14
- MUHR ADVISORY GROUP
Firm CRD 127104 · CA · Reported as state-registered
Registration date: 2003-09-23
- SYNERGIST WEALTH ADVISORS
Firm CRD 127126 · CA · Reported as state-registered
Registration date: 2003-06-23
- KELMAR CAPITAL MANAGEMENT, LLC
Firm CRD 127350 · CA · Reported as state-registered
Registration date: 2001-10-03
- WINSHIP WEALTH PARTNERS
Firm CRD 127409 · CA · Reported as state-registered
Registration date: 2003-08-19
- BEN-DAVID FINANCIAL PLANNING
Firm CRD 127450 · CA · Reported as state-registered
Registration date: 2003-08-11
- MENON/BROWN ADVISORY GROUP
Firm CRD 127508 · CA · Reported as state-registered
Registration date: 1999-05-26
- HERMITAGE ADVISORS, LTD.
Firm CRD 127564 · CA · Reported as state-registered
Registration date: 2003-07-30