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.
- INTEG FINANCIAL INVESTMENT ADVISORY LLC
Firm CRD 336852 · CA · Reported as state-registered
Registration date: 2025-08-21
- JONES WEALTH ADVISORS, LLC
Firm CRD 337281 · CA · Reported as state-registered
Registration date: 2025-08-13
- BACK NINE FINANCIAL COACHING LLC
Firm CRD 337319 · CA · Reported as state-registered
Registration date: 2025-09-17
- SHE WEALTH ADVISORS LLC
Firm CRD 337375 · CA · Reported as state-registered
Registration date: 2025-10-22
- LEGACY WEALTH, INC.
Firm CRD 337405 · CA · Reported as state-registered
Registration date: 2025-08-28
- FORUM PRIVATE WEALTH, LLC
Firm CRD 337425 · CA · Reported as state-registered
Registration date: 2025-09-23
- ANORA WEALTH
Firm CRD 337437 · CA · Reported as state-registered
Registration date: 2025-08-11
- WOLFE SIGNAL CAPITAL LLC
Firm CRD 337507 · CA · Reported as state-registered
Registration date: 2025-09-15
- WEALTHWISE ASSET MANAGEMENT LLC
Firm CRD 337518 · CA · Reported as state-registered
Registration date: 2025-11-12
- ALONGSIDE FINANCIAL PARTNERS
Firm CRD 337539 · CA · Reported as state-registered
Registration date: 2025-08-29
- ALLEN FINANCIAL ADVISEMENT, INC.
Firm CRD 337542 · CA · Reported as state-registered
Registration date: 2025-08-27
- TENNEXT LLC
Firm CRD 337549 · CA · Reported as state-registered
Registration date: 2025-10-30
- GOTMAN-MATUSOVSKAYA, JULIE EVGENIEVNA
Firm CRD 337578 · CA · Reported as state-registered
Registration date: 2026-01-09
- INVANTAGE CAPITAL LLC
Firm CRD 337627 · CA · Reported as state-registered
Registration date: 2025-09-16
- CAPITAL ADULTING LLC
Firm CRD 337636 · CA · Reported as state-registered
Registration date: 2025-08-14
- WISMAR FINANCIAL
Firm CRD 337662 · CA · Reported as state-registered
Registration date: 2025-09-25
- NEXT GEN FINANCIAL PLANNING
Firm CRD 337683 · CA · Reported as state-registered
Registration date: 2026-02-27
- BRADLEY WEALTH GROUP, LLC
Firm CRD 337777 · CA · Reported as state-registered
Registration date: 2025-09-09
- GREENLIGHT FINANCIAL PLANNING, LLC
Firm CRD 337793 · CA · Reported as state-registered
Registration date: 2025-09-11
- BANYAN LAKE CAPITAL LLC
Firm CRD 337806 · CA · Reported as state-registered
Registration date: 2025-09-11
- TRIHELIX WEALTH COLLECTIVE
Firm CRD 337883 · CA · Reported as state-registered
Registration date: 2026-09-03
- KANAN ADVISORS
Firm CRD 337890 · CA · Reported as state-registered
Registration date: 2025-09-30
- BODDINGTON CAPITAL, LLC
Firm CRD 337918 · CA · Reported as state-registered
Registration date: 2025-10-02
- ARCHSTONE CAPITAL ADVISORS
Firm CRD 337935 · CA · Reported as state-registered
Registration date: 2025-11-05
- AURE ADVISORS LLC
Firm CRD 337951 · CA · Reported as state-registered
Registration date: 2025-09-05