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.
- GRACIAN CAPITAL LLC
Firm CRD 328687 · CA · Reported as state-registered
Registration date: 2025-05-30
- PRESIDIO ADVISORS, LLC
Firm CRD 328699 · CA · Reported as state-registered
Registration date: 2024-01-22
- CHECKPOINT FINANCIAL PLANNING
Firm CRD 328729 · CA · Reported as state-registered
Registration date: 2026-01-01
- SHEPHERD ADVISOR
Firm CRD 328734 · CA · Reported as state-registered
Registration date: 2023-11-14
- THE KALISH GROUP
Firm CRD 328742 · CA · Reported as state-registered
Registration date: 2026-01-15
- AJAX ASSET MGMT., LLC
Firm CRD 328746 · CA · Reported as state-registered
Registration date: 2023-12-05
- MANETTA WEALTH
Firm CRD 328836 · CA · Reported as state-registered
Registration date: 2024-01-03
- EN+ WEALTH
Firm CRD 328854 · CA · Reported as state-registered
Registration date: 2025-01-01
- TAURSAS INVESTMENTS
Firm CRD 328860 · CA · Reported as state-registered
Registration date: 2024-04-12
- AI FUNDS
Firm CRD 328886 · CA · Reported as state-registered
Registration date: 2024-02-15
- FLYWAY ADVISORS
Firm CRD 328938 · CA · Reported as state-registered
Registration date: 2023-11-09
- CSI WEALTH MANAGEMENT
Firm CRD 328963 · CA · Reported as state-registered
Registration date: 2024-07-18
- SKORHEIM WEALTH MANAGEMENT, LLC
Firm CRD 328995 · CA · Reported as state-registered
Registration date: 2023-11-29
- FUTURE WALLET
Firm CRD 329049 · CA · Reported as state-registered
Registration date: 2023-12-11
- PHASE LINE FINANCIAL
Firm CRD 329068 · CA · Reported as state-registered
Registration date: 2023-11-30
- PRIVATUS
Firm CRD 329121 · CA · Reported as state-registered
Registration date: 2023-12-08
- OLD WORLD FINANCIAL ADVISORS
Firm CRD 329141 · CA · Reported as state-registered
Registration date: 2024-05-06
- MOONSHOT PLANNING LLC
Firm CRD 329154 · CA · Reported as state-registered
Registration date: 2023-12-07
- BRUIN WEALTH ADVISORS LLC
Firm CRD 329169 · CA · Reported as state-registered
Registration date: 2024-03-27
- REVIRESCO WEALTH ADVISORY LLC
Firm CRD 329236 · CA · Reported as state-registered
Registration date: 2024-07-10
- ABUNDIT WEALTH
Firm CRD 329268 · CA · Reported as state-registered
Registration date: 2024-03-13
- EMBARCADERO CAPITAL ADVISORS, INC.
Firm CRD 329285 · CA · Reported as state-registered
Registration date: 2024-07-31
- JOHNSON'S CAPITAL PARTNERS CORPORATION
Firm CRD 329331 · CA · Reported as state-registered
Registration date: 2024-05-31
- VALORIA WEALTH MANAGEMENT LLC
Firm CRD 329346 · CA · Reported as state-registered
Registration date: 2025-09-03
- CAPITAL GUARD INVESTMENTS LLC
Firm CRD 329362 · CA · Reported as state-registered
Registration date: 2023-12-19