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.
- LEWIS WEIL CO.
Firm CRD 332194 · CA · Reported as state-registered
Registration date: 2026-07-07
- MESSINA WEALTH MANAGEMENT, LLC
Firm CRD 332216 · CA · Reported as state-registered
Registration date: 2025-07-24
- BROOKS WEALTH MANAGEMENT
Firm CRD 332237 · CA · Reported as state-registered
Registration date: 2024-08-07
- NN INVESTMENT ADVISORY, LLC
Firm CRD 332240 · CA · Reported as state-registered
Registration date: 2024-11-27
- FIDUCIARY SOLUTIONS LLC
Firm CRD 332247 · CA · Reported as state-registered
Registration date: 2025-05-23
- TRACTION WEALTH MANAGEMENT, LLC
Firm CRD 332263 · CA · Reported as state-registered
Registration date: 2024-09-19
- ADVISORY DIALECTICS
Firm CRD 332273 · CA · Reported as state-registered
Registration date: 2024-10-11
- PODER WEALTH ADVISORS
Firm CRD 332301 · CA · Reported as state-registered
Registration date: 2025-03-10
- TATE CAPITAL GROUP
Firm CRD 332336 · CA · Reported as state-registered
Registration date: 2024-09-19
- MORENO CAPITAL
Firm CRD 332358 · CA · Reported as state-registered
Registration date: 2024-09-12
- NEW PARADIGM WEALTH ADVISORY
Firm CRD 332369 · CA · Reported as state-registered
Registration date: 2025-02-28
- PATEL CAPITAL MANAGEMENT
Firm CRD 332403 · CA · Reported as state-registered
Registration date: 2024-11-27
- BABIN WEALTH MANAGEMENT
Firm CRD 332423 · CA · Reported as state-registered
Registration date: 2025-03-06
- QUIVIRA ADVISORS, LLC
Firm CRD 332457 · CA · Reported as state-registered
Registration date: 2025-01-01
- TRIFLAME CAPITAL
Firm CRD 332465 · CA · Reported as state-registered
Registration date: 2024-11-06
- SILICON BEACH FINANCIAL LLC
Firm CRD 332472 · CA · Reported as state-registered
Registration date: 2024-08-30
- RUSHMORE CAPITAL PARTNERS
Firm CRD 332491 · CA · Reported as state-registered
Registration date: 2024-09-19
- EQUITY X INVESTMENTS, LLC
Firm CRD 332527 · CA · Reported as state-registered
Registration date: 2024-12-06
- TWO TRAILS FINANCIAL PLANNING
Firm CRD 332553 · CA · Reported as state-registered
Registration date: 2026-01-06
- QUANTWEALTH ADVISORS LLC
Firm CRD 332564 · CA · Reported as state-registered
Registration date: 2025-01-08
- HAWK ADVISORY LLC
Firm CRD 332571 · CA · Reported as state-registered
Registration date: 2024-09-18
- A7 MANAGEMENT
Firm CRD 332576 · CA · Reported as state-registered
Registration date: 2024-11-05
- G & R FINANCIAL SOLUTIONS LLC
Firm CRD 332634 · CA · Reported as state-registered
Registration date: 2026-08-18
- BENARI CAPITAL, LLC
Firm CRD 332651 · CA · Reported as state-registered
Registration date: 2025-11-26
- SAGEWATER WEALTH MANAGEMENT LLC
Firm CRD 332662 · CA · Reported as state-registered
Registration date: 2025-03-10