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.
- DEPAOLO & MAY STRATEGIC WEALTH LLC
Firm CRD 327564 · CA · Reported as state-registered
Registration date: 2023-09-06
- BRAND NEW DAY WEALTH PLANNING, LLC
Firm CRD 327674 · CA · Reported as state-registered
Registration date: 2023-07-28
- BASS ROCKS, LLC / BASS ROCKS ASSET MANAGEMENT
Firm CRD 327710 · CA · Reported as state-registered
Registration date: 2023-07-28
- HALCYON INVESTMENT ADVISOR
Firm CRD 327727 · CA · Reported as state-registered
Registration date: 2023-10-23
- FIDUCIAONE
Firm CRD 327737 · CA · Reported as state-registered
Registration date: 2023-09-25
- AVINCI WEALTH MANAGEMENT, INC.
Firm CRD 327780 · CA · Reported as state-registered
Registration date: 2024-01-03
- GOLDEN WEALTH CAPITAL, LLC
Firm CRD 327819 · CA · Reported as state-registered
Registration date: 2023-09-11
- ARMADALE ASSET MANAGEMENT LLC
Firm CRD 327824 · CA · Reported as state-registered
Registration date: 2024-05-17
- GENERATIVE FAMILY OFFICE LLC
Firm CRD 327848 · CA · Reported as state-registered
Registration date: 2024-05-09
- VENADO INVESTMENT ADVISORS LLC
Firm CRD 327856 · CA · Reported as state-registered
Registration date: 2023-08-25
- PORTSALUS WEALTH MANAGEMENT
Firm CRD 327857 · CA · Reported as state-registered
Registration date: 2023-08-22
- WEALTHBOUND ADVISORS
Firm CRD 327860 · CA · Reported as state-registered
Registration date: 2024-11-26
- JY CAPITAL MANAGEMENT
Firm CRD 327887 · CA · Reported as state-registered
Registration date: 2023-08-21
- COAST BRIDGE CAPITAL
Firm CRD 327898 · CA · Reported as state-registered
Registration date: 2023-09-22
- SONDO FI
Firm CRD 327908 · CA · Reported as state-registered
Registration date: 2023-10-12
- FIRE WEALTH MANAGEMENT, LLC
Firm CRD 327958 · CA · Reported as state-registered
Registration date: 2024-10-28
- LAMB RETIREMENT SOLUTIONS LLC
Firm CRD 327981 · CA · Reported as state-registered
Registration date: 2024-01-01
- UNLOCK INVESTMENTS
Firm CRD 327987 · CA · Reported as state-registered
Registration date: 2024-01-01
- ABOUT TIME FINANCIAL PLANNING
Firm CRD 327989 · CA · Reported as state-registered
Registration date: 2024-08-09
- EFFECTIVE FINANCE LLC
Firm CRD 327998 · CA · Reported as state-registered
Registration date: 2023-09-29
- EAST SHORE INVESTMENT MANAGEMENT LLC
Firm CRD 328008 · CA · Reported as state-registered
Registration date: 2023-10-13
- EDWARD HARO FINANCIAL, LLC
Firm CRD 328012 · CA · Reported as state-registered
Registration date: 2023-09-25
- ALBILITY PLANNING
Firm CRD 328017 · CA · Reported as state-registered
Registration date: 2026-03-10
- CALIFORNIA FINANCIAL PARTNERS, INC.
Firm CRD 328026 · CA · Reported as state-registered
Registration date: 2023-09-21
- MOORE WEALTH PARTNERS, LLC
Firm CRD 328027 · CA · Reported as state-registered
Registration date: 2023-11-21