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.
- SAN FRANCISCO ASSET SOLUTIONS
Firm CRD 336457 · CA · Reported as state-registered
Registration date: 2025-10-08
- TRADE THERAPY, LLC
Firm CRD 336468 · CA · Reported as state-registered
Registration date: 2026-01-05
- FOX WEALTH STRATEGIES
Firm CRD 336503 · CA · Reported as state-registered
Registration date: 2025-06-09
- WAYPOINT WEST
Firm CRD 336522 · CA · Reported as state-registered
Registration date: 2025-06-30
- NAAI INVESTMENT MANAGEMENT LLC
Firm CRD 336527 · CA · Reported as state-registered
Registration date: 2025-10-30
- ACUMAIN CAPITAL, LLC
Firm CRD 336530 · CA · Reported as state-registered
Registration date: 2025-09-02
- PILLAR POINT WEALTH MANAGEMENT LLC
Firm CRD 336538 · CA · Reported as state-registered
Registration date: 2025-06-03
- FINANCIAL GROWTH MANAGEMENT INC.
Firm CRD 336548 · CA · Reported as state-registered
Registration date: 2025-08-13
- ALLORA WEALTH, LLC
Firm CRD 336562 · CA · Reported as state-registered
Registration date: 2025-06-18
- ZEALTH PLANNING, LLC
Firm CRD 336569 · CA · Reported as state-registered
Registration date: 2025-11-05
- AALEXANDER LLC
Firm CRD 336570 · CA · Reported as state-registered
Registration date: 2025-07-14
- SUSTAINABLE WEALTH ADVISORY GROUP
Firm CRD 336574 · CA · Reported as state-registered
Registration date: 2025-10-13
- SABER ASSET MANAGEMENT
Firm CRD 336626 · CA · Reported as state-registered
Registration date: 2025-07-28
- ELEVATED WEALTH STRATEGIES LLC
Firm CRD 336633 · CA · Reported as state-registered
Registration date: 2025-09-25
- EEDARA FINANCIALS
Firm CRD 336656 · CA · Reported as state-registered
Registration date: 2025-06-11
- FIDUCIARY PLANNERS
Firm CRD 336670 · CA · Reported as state-registered
Registration date: 2025-09-05
- HUNTER VIP INVESTMENTS, LLC
Firm CRD 336715 · CA · Reported as state-registered
Registration date: 2025-07-15
- RAYNMAKER FINANCIAL
Firm CRD 336729 · CA · Reported as state-registered
Registration date: 2025-08-28
- RUBRIC ADVISORS LLC
Firm CRD 336764 · CA · Reported as state-registered
Registration date: 2025-11-25
- ERK WEALTH ADVISORS, LLC
Firm CRD 336797 · CA · Reported as state-registered
Registration date: 2025-06-27
- PROCESS WEALTH LLC
Firm CRD 336802 · CA · Reported as state-registered
Registration date: 2025-07-25
- STRUCTURED FINANCE LLC
Firm CRD 336805 · CA · Reported as state-registered
Registration date: 2025-08-27
- GAELIN LLC
Firm CRD 336808 · CA · Reported as state-registered
Registration date: 2026-06-16
- AURI
Firm CRD 336818 · CA · Reported as state-registered
Registration date: 2026-04-03
- QUANTUM WEALTH ADVISORS LLC
Firm CRD 336823 · CA · Reported as state-registered
Registration date: 2025-09-16