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.
- BRAYPARK WEALTH MANAGEMENT
Firm CRD 334880 · CA · Reported as state-registered
Registration date: 2025-08-19
- BIXY WEALTH LLC
Firm CRD 334951 · CA · Reported as state-registered
Registration date: 2025-03-14
- SMARTCOURSE ADVISORY, LLC
Firm CRD 334957 · CA · Reported as state-registered
Registration date: 2025-03-06
- FPF WEALTH LLC
Firm CRD 334987 · CA · Reported as state-registered
Registration date: 2025-09-24
- WONDERLAND FINANCIAL PLANNING
Firm CRD 335023 · CA · Reported as state-registered
Registration date: 2025-09-03
- RUN FREE CAPITAL LLC
Firm CRD 335076 · CA · Reported as state-registered
Registration date: 2025-04-24
- FINANCIAL ESSENTIALS 4 LIFE, INC.
Firm CRD 335105 · CA · Reported as state-registered
Registration date: 2025-05-13
- FLIPWITHLOU&KIP LLC
Firm CRD 335123 · CA · Reported as state-registered
Registration date: 2025-04-30
- MENDE FINANCIAL COUNCIL, INC.
Firm CRD 335136 · CA · Reported as state-registered
Registration date: 2025-04-17
- VIRIDIAN WAY LLC
Firm CRD 335138 · CA · Reported as state-registered
Registration date: 2025-03-27
- YARASH GLOBAL SOLUTIONS INC.
Firm CRD 335185 · CA · Reported as state-registered
Registration date: 2025-12-03
- DESAI WEALTH LLC
Firm CRD 335226 · CA · Reported as state-registered
Registration date: 2025-05-09
- RO2 WEALTH
Firm CRD 335232 · CA · Reported as state-registered
Registration date: 2025-04-10
- APIIS WEALTH MANAGEMENT CORP.
Firm CRD 335241 · CA · Reported as state-registered
Registration date: 2025-05-15
- XWEALTH
Firm CRD 335260 · CA · Reported as state-registered
Registration date: 2025-04-04
- 395 FINANCIAL PLANNING
Firm CRD 335271 · CA · Reported as state-registered
Registration date: 2025-04-18
- LINDY WEALTH, LLC
Firm CRD 335277 · CA · Reported as state-registered
Registration date: 2025-04-03
- PATELS AND COMPANY CAPITAL
Firm CRD 335296 · CA · Reported as state-registered
Registration date: 2025-07-29
- OUTLIVE FINANCIAL PLANNING LLC
Firm CRD 335299 · CA · Reported as state-registered
Registration date: 2025-05-23
- NORTHERN STAR GENERATIONAL WEALTH
Firm CRD 335323 · CA · Reported as state-registered
Registration date: 2025-08-18
- SAGE WEALTH SOLUTIONS, LLC
Firm CRD 335416 · CA · Reported as state-registered
Registration date: 2026-01-05
- EXETER INVESTMENT MANAGEMENT
Firm CRD 335442 · CA · Reported as state-registered
Registration date: 2025-04-28
- WESCAL WEALTH LLC
Firm CRD 335449 · CA · Reported as state-registered
Registration date: 2025-04-15
- STRAVIDA WEALTH LLC
Firm CRD 335465 · CA · Reported as state-registered
Registration date: 2025-06-18
- GIBRALTAR FINANCIAL ADVISORS
Firm CRD 335502 · CA · Reported as state-registered
Registration date: 2025-04-23