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.
- GROWTH HORIZONS WEALTH MANAGEMENT LLC
Firm CRD 328037 · CA · Reported as state-registered
Registration date: 2024-01-05
- FIDELA WEALTH
Firm CRD 328060 · CA · Reported as state-registered
Registration date: 2023-08-29
- PARTNERS CAPITAL, LLC
Firm CRD 328074 · CA · Reported as state-registered
Registration date: 2026-09-22
- LASTING LEGACY WEALTH MANAGEMENT, LLC
Firm CRD 328107 · CA · Reported as state-registered
Registration date: 2025-03-13
- SAGE FINANCIAL
Firm CRD 328149 · CA · Reported as state-registered
Registration date: 2023-09-08
- AGEWISE FINANCIAL INC.
Firm CRD 328162 · CA · Reported as state-registered
Registration date: 2023-11-28
- DECCA PRIVATE WEALTH MANAGEMENT, INC.
Firm CRD 328165 · CA · Reported as state-registered
Registration date: 2024-02-23
- MCCURDY FINANCIAL SOLUTIONS
Firm CRD 328206 · CA · Reported as state-registered
Registration date: 2023-11-14
- FORWARD HORIZON INVESTMENT
Firm CRD 328222 · CA · Reported as state-registered
Registration date: 2023-10-19
- MANGROVE ADVISORS, LLC
Firm CRD 328255 · CA · Reported as state-registered
Registration date: 2023-12-12
- ECOS WEALTH ADVISORS
Firm CRD 328271 · CA · Reported as state-registered
Registration date: 2025-04-07
- OLIVEHURST ADVISORS LLC
Firm CRD 328287 · CA · Reported as state-registered
Registration date: 2023-11-20
- KRYSTAL FORTNER
Firm CRD 328313 · CA · Reported as state-registered
Registration date: 2023-09-25
- CORTO CAPITAL ADVISORS LLC
Firm CRD 328323 · CA · Reported as state-registered
Registration date: 2023-10-18
- RADIX WEALTH
Firm CRD 328329 · CA · Reported as state-registered
Registration date: 2026-09-09
- COULOMBE AND SONS WEALTH MANAGEMENT
Firm CRD 328371 · CA · Reported as state-registered
Registration date: 2024-04-22
- TALLEY WEALTH
Firm CRD 328407 · CA · Reported as state-registered
Registration date: 2024-05-08
- TARA WEALTH
Firm CRD 328427 · CA · Reported as state-registered
Registration date: 2023-10-17
- YIELD GROWTH ADVISORS
Firm CRD 328437 · CA · Reported as state-registered
Registration date: 2024-03-13
- LEGACY ADVISORY GROUP, INC
Firm CRD 328470 · CA · Reported as state-registered
Registration date: 2024-01-01
- SELAH WEALTH ADVISORS
Firm CRD 328518 · CA · Reported as state-registered
Registration date: 2023-11-15
- PACIFIC EQUITY ADVISORS LLC
Firm CRD 328540 · CA · Reported as state-registered
Registration date: 2023-11-17
- EAGLE MONEY ADVISORS
Firm CRD 328552 · CA · Reported as state-registered
Registration date: 2023-12-26
- MANEKTALA INVESTMENT ADVISORY SERVICES INC.
Firm CRD 328562 · CA · Reported as state-registered
Registration date: 2025-06-03
- VIFINANCE L.L.C.
Firm CRD 328605 · CA · Reported as state-registered
Registration date: 2023-10-11