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.
- BAY AREA WEALTH ADVISORS
Firm CRD 339420 · CA · Reported as state-registered
Registration date: 2026-02-04
- WEALTHMAP PLANNING
Firm CRD 339429 · CA · Reported as state-registered
Registration date: 2026-01-23
- NATIONAL RETIREMENT INSTITUTE
Firm CRD 339474 · CA · Reported as state-registered
Registration date: 2026-03-13
- JGL ADVISORY LLC
Firm CRD 339488 · CA · Reported as state-registered
Registration date: 2026-02-12
- CLASSICCPA
Firm CRD 339515 · CA · Reported as state-registered
Registration date: 2026-03-23
- HICOK FINANCIAL SOLUTIONS, LLC
Firm CRD 339582 · CA · Reported as state-registered
Registration date: 2026-02-12
- PENMAR
Firm CRD 339676 · CA · Reported as state-registered
Registration date: 2025-12-23
- PAX HORIZON WEALTH MANAGEMENT, LLC
Firm CRD 339680 · CA · Reported as state-registered
Registration date: 2026-01-01
- BEACON FREEDOM ADVISORY, LLC
Firm CRD 339717 · CA · Reported as state-registered
Registration date: 2026-07-10
- ARCADIA PRIVATE WEALTH LLC
Firm CRD 339734 · CA · Reported as state-registered
Registration date: 2026-02-05
- BRANCH & BLOOM FINANCIAL PLANNING, LLC
Firm CRD 339754 · CA · Reported as state-registered
Registration date: 2026-01-30
- CURA COLLECTIVE LEGACY
Firm CRD 339769 · CA · Reported as state-registered
Registration date: 2026-03-12
- FINMENTUM LLC
Firm CRD 339822 · CA · Reported as state-registered
Registration date: 2025-12-23
- VON BLUCHER CAPITAL LLC
Firm CRD 339837 · CA · Reported as state-registered
Registration date: 2026-06-02
- RAVEN WEALTH ADVISORS
Firm CRD 339849 · CA · Reported as state-registered
Registration date: 2026-03-06
- XFO CAPITAL
Firm CRD 339871 · CA · Reported as state-registered
Registration date: 2026-02-02
- STORMBREAKER FINANCIAL LLC
Firm CRD 339890 · CA · Reported as state-registered
Registration date: 2026-01-27
- AGAPE WEALTH MANAGEMENT LLC
Firm CRD 339898 · CA · Reported as state-registered
Registration date: 2026-01-23
- HOLT INVESTMENT PARTNERS LLC
Firm CRD 339917 · CA · Reported as state-registered
Registration date: 2026-02-02
- FD WEALTH ADVISORS, LLC
Firm CRD 339923 · CA · Reported as state-registered
Registration date: 2026-02-05
- LUHMAN WEALTH PARTNERS
Firm CRD 339978 · CA · Reported as state-registered
Registration date: 2026-05-27
- LIBERTY FINANCIAL GROUP, INC.
Firm CRD 340009 · CA · Reported as state-registered
Registration date: 2026-01-21
- AUREVIA CAPITAL INC.
Firm CRD 340031 · CA · Reported as state-registered
Registration date: 2026-03-02
- CORINGTON WEALTH
Firm CRD 340040 · CA · Reported as state-registered
Registration date: 2026-04-24
- RETIRE LAB LLC
Firm CRD 340070 · CA · Reported as state-registered
Registration date: 2026-07-17