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.
- GOMEZ FINANCIAL PLANNING
Firm CRD 335503 · CA · Reported as state-registered
Registration date: 2025-04-23
- ROOK FINANCIAL LLC
Firm CRD 335543 · CA · Reported as state-registered
Registration date: 2025-07-11
- SO LLC
Firm CRD 335596 · CA · Reported as state-registered
Registration date: 2025-07-17
- DIWY FINANCIAL PLANNING
Firm CRD 335615 · CA · Reported as state-registered
Registration date: 2025-04-28
- PK WEALTH ADVISORS
Firm CRD 335676 · CA · Reported as state-registered
Registration date: 2025-06-30
- WJ CONSULTING LLC
Firm CRD 335699 · CA · Reported as state-registered
Registration date: 2025-07-30
- KAUZER CAPITAL MANAGEMENT, LLC
Firm CRD 335715 · CA · Reported as state-registered
Registration date: 2025-06-10
- CIRCUIT WEALTH LLC
Firm CRD 335718 · CA · Reported as state-registered
Registration date: 2025-05-09
- LOAM ADVISORY
Firm CRD 335731 · CA · Reported as state-registered
Registration date: 2025-05-19
- THREE SHEEP WEALTH MANAGEMENT, LLC
Firm CRD 335741 · CA · Reported as state-registered
Registration date: 2025-04-23
- STRATEGIC WEALTH MANAGEMENT LLC
Firm CRD 335792 · CA · Reported as state-registered
Registration date: 2026-01-06
- LYON RESTAURANT ADVISORY
Firm CRD 335837 · CA · Reported as state-registered
Registration date: 2025-06-18
- JOURNEY EQUITY WEALTH MANAGEMENT LLC
Firm CRD 335931 · CA · Reported as state-registered
Registration date: 2025-10-31
- MMM CAPITAL VENTURES
Firm CRD 336015 · CA · Reported as state-registered
Registration date: 2026-02-04
- BRAVE NEW WEALTH
Firm CRD 336030 · CA · Reported as state-registered
Registration date: 2025-11-04
- FREEDOM WEALTH MANAGEMENT LLC
Firm CRD 336097 · CA · Reported as state-registered
Registration date: 2026-05-12
- PHILADELPHUS CAPITAL
Firm CRD 336140 · CA · Reported as state-registered
Registration date: 2025-11-20
- SIGHTLINE WEALTH
Firm CRD 336167 · CA · Reported as state-registered
Registration date: 2025-08-29
- CALISI WEALTH MANAGEMENT
Firm CRD 336221 · CA · Reported as state-registered
Registration date: 2025-06-25
- DONCASTER WEALTH LLC
Firm CRD 336225 · CA · Reported as state-registered
Registration date: 2025-09-25
- FARMERS ASSET MANAGEMENT, LLC
Firm CRD 336230 · CA · Reported as state-registered
Registration date: 2025-12-03
- PROSPERITY PLANNING AND ADVISORY, LLC
Firm CRD 336302 · CA · Reported as state-registered
Registration date: 2025-06-27
- STONEBRIDGE WEALTH MANAGEMENT LLC
Firm CRD 336319 · CA · Reported as state-registered
Registration date: 2025-07-29
- COUNT YOUR BEANS FINANCIAL PLANNING LLC
Firm CRD 336344 · CA · Reported as state-registered
Registration date: 2026-01-15
- TRUSTED PATH WEALTH MANAGEMENT, LLC
Firm CRD 336395 · CA · Reported as state-registered
Registration date: 2025-05-30