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.
- STRIVE RETIREMENT GROUP
Firm CRD 334443 · CA · Reported as state-registered
Registration date: 2025-12-05
- ECKEL FINANCIAL ADVISORS
Firm CRD 334463 · CA · Reported as state-registered
Registration date: 2025-03-04
- HALL FINANCIAL WELLNESS
Firm CRD 334520 · CA · Reported as state-registered
Registration date: 2025-02-11
- 24ACRES
Firm CRD 334532 · CA · Reported as state-registered
Registration date: 2025-03-14
- THOMAS INVESTMENT ADVISORS LLC
Firm CRD 334544 · CA · Reported as state-registered
Registration date: 2025-03-27
- RETIREMENT PLANNING PARTNER LLC
Firm CRD 334572 · CA · Reported as state-registered
Registration date: 2025-11-18
- SOMAN ADVISORS LLC
Firm CRD 334599 · CA · Reported as state-registered
Registration date: 2025-02-19
- ASTRA WEALTH MANAGEMENT LLC
Firm CRD 334609 · CA · Reported as state-registered
Registration date: 2025-04-15
- AJAY AGRAWAL
Firm CRD 334610 · CA · Reported as state-registered
Registration date: 2025-02-21
- A & L PERSONAL BUSINESS MANAGEMENT, LLC
Firm CRD 334626 · CA · Reported as state-registered
Registration date: 2025-11-26
- 360 AVIATION ADVISORS, LLC
Firm CRD 334641 · CA · Reported as state-registered
Registration date: 2025-06-24
- BROOKSIDE CAPITAL GROUP LLC
Firm CRD 334658 · CA · Reported as state-registered
Registration date: 2025-02-20
- HOLLAND STRATEGIC WEALTH ADVISORS LLC
Firm CRD 334665 · CA · Reported as state-registered
Registration date: 2025-02-24
- EMERSON PARTNERS
Firm CRD 334672 · CA · Reported as state-registered
Registration date: 2026-06-09
- KISHER CAPITAL, LLC
Firm CRD 334680 · CA · Reported as state-registered
Registration date: 2026-03-09
- SOUTHFORK INVESTMENT MANAGEMENT
Firm CRD 334716 · CA · Reported as state-registered
Registration date: 2025-05-08
- CASITA FINANCIAL PLANNING
Firm CRD 334718 · CA · Reported as state-registered
Registration date: 2025-04-09
- OAK SUMMIT WEALTH MANAGEMENT, INC.
Firm CRD 334753 · CA · Reported as state-registered
Registration date: 2025-03-19
- JFD CAPITAL, LLC
Firm CRD 334762 · CA · Reported as state-registered
Registration date: 2025-03-06
- AP INVESTMENT MANAGEMENT
Firm CRD 334805 · CA · Reported as state-registered
Registration date: 2025-05-19
- BELAY FINANCE
Firm CRD 334807 · CA · Reported as state-registered
Registration date: 2026-07-31
- WEALTHETIC LLC
Firm CRD 334809 · CA · Reported as state-registered
Registration date: 2025-07-10
- AM WEALTH SOLUTIONS, LLC
Firm CRD 334822 · CA · Reported as state-registered
Registration date: 2025-04-09
- JOURNEY ASSET MANAGEMENT LLC
Firm CRD 334855 · CA · Reported as state-registered
Registration date: 2026-03-13
- LIGHTCAP FINANCIAL GROUP, LLC
Firm CRD 334873 · CA · Reported as state-registered
Registration date: 2025-08-22