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.
- NEVADA RETIREMENT PLANNERS, LLC
Firm CRD 337989 · CA · Reported as state-registered
Registration date: 2025-09-24
- DEVENS WEALTH MANAGEMENT
Firm CRD 338031 · CA · Reported as state-registered
Registration date: 2025-09-19
- ENVEST ADVISORS, LLC
Firm CRD 338053 · CA · Reported as state-registered
Registration date: 2025-10-20
- MELO OUT FINANCIAL, LLC
Firm CRD 338179 · CA · Reported as state-registered
Registration date: 2025-11-20
- WIN PRIVATE WEALTH
Firm CRD 338220 · CA · Reported as state-registered
Registration date: 2025-09-16
- SIMPLIFIEDFP
Firm CRD 338336 · CA · Reported as state-registered
Registration date: 2025-10-14
- PACIFIC POINT WEALTH MANAGEMENT
Firm CRD 338392 · CA · Reported as state-registered
Registration date: 2026-03-12
- ELEVATE WEALTH LLC
Firm CRD 338405 · CA · Reported as state-registered
Registration date: 2026-07-10
- RECALIBRATING WEALTH
Firm CRD 338413 · CA · Reported as state-registered
Registration date: 2025-10-13
- PRENEED ADVISORY, LLC
Firm CRD 338417 · CA · Reported as state-registered
Registration date: 2026-01-08
- PENMAR WEALTH MANAGEMENT LLC
Firm CRD 338462 · CA · Reported as state-registered
Registration date: 2025-10-03
- LILAC WEALTH, LLC
Firm CRD 338463 · CA · Reported as state-registered
Registration date: 2025-09-29
- MORRIS WEALTH MANAGEMENT
Firm CRD 338474 · CA · Reported as state-registered
Registration date: 2025-09-18
- FINCRAFTERS ADVISORY LLC
Firm CRD 338552 · CA · Reported as state-registered
Registration date: 2025-10-17
- RTB WEALTH ADVISORS, LLC
Firm CRD 338599 · CA · Reported as state-registered
Registration date: 2026-01-15
- SCOUT WEALTH ADVISORS LLC
Firm CRD 338629 · CA · Reported as state-registered
Registration date: 2026-07-01
- NOOR FINANCIAL SERVICES
Firm CRD 338683 · CA · Reported as state-registered
Registration date: 2025-11-06
- ROBIN LEE WEALTH MANAGEMENT
Firm CRD 338696 · CA · Reported as state-registered
Registration date: 2025-11-24
- TWENTY-FIVE CAPITAL PARTNERS
Firm CRD 338735 · CA · Reported as state-registered
Registration date: 2026-05-05
- PROPULSION CAPITAL MANAGEMENT LLC
Firm CRD 338744 · CA · Reported as state-registered
Registration date: 2025-10-29
- ZAPA INVESTING LLC
Firm CRD 338749 · CA · Reported as state-registered
Registration date: 2026-02-05
- PEZZI WEALTH MANAGEMENT LLC
Firm CRD 338782 · CA · Reported as state-registered
Registration date: 2026-01-09
- J. OLIVER MAXWELL, LLC
Firm CRD 338783 · CA · Reported as state-registered
Registration date: 2025-12-03
- COMMONWEALTH FAMILY OFFICE
Firm CRD 338805 · CA · Reported as state-registered
Registration date: 2025-10-31
- CREST WEALTH MANAGEMENT LLC
Firm CRD 338818 · CA · Reported as state-registered
Registration date: 2025-10-20