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.
- MANEY WEALTH
Firm CRD 340078 · CA · Reported as state-registered
Registration date: 2026-05-12
- GRANTD WEALTH, INC.
Firm CRD 340110 · CA · Reported as state-registered
Registration date: 2026-04-28
- INTEGRITY INVESTMENT PORTFOLIOS LLC
Firm CRD 340113 · CA · Reported as state-registered
Registration date: 2026-05-29
- KIN STEWARDS LLC
Firm CRD 340120 · CA · Reported as state-registered
Registration date: 2026-06-15
- GREYSTONE WEALTH MANAGEMENT LLC
Firm CRD 340127 · CA · Reported as state-registered
Registration date: 2026-02-04
- MONT AI
Firm CRD 340142 · CA · Reported as state-registered
Registration date: 2026-03-18
- BALUDEN FINANCIAL
Firm CRD 340191 · CA · Reported as state-registered
Registration date: 2026-04-16
- SAVI FINANCE
Firm CRD 340202 · CA · Reported as state-registered
Registration date: 2026-08-26
- A YEO CAPITAL MANAGEMENT LLC
Firm CRD 340208 · CA · Reported as state-registered
Registration date: 2026-03-04
- MJ CAPITAL MANAGEMENT LLC
Firm CRD 340226 · CA · Reported as state-registered
Registration date: 2026-07-31
- GOLDEN STATE CAPITAL INC.
Firm CRD 340230 · CA · Reported as state-registered
Registration date: 2026-06-03
- STQ CAPITAL
Firm CRD 340239 · CA · Reported as state-registered
Registration date: 2026-04-02
- FREEDOM FORMULA WEALTH MANAGEMENT
Firm CRD 340258 · CA · Reported as state-registered
Registration date: 2026-09-24
- GOLKONDA INVESTMENT ADVISORS
Firm CRD 340319 · CA · Reported as state-registered
Registration date: 2026-08-14
- LAGUNA PRIVATE CAPITAL
Firm CRD 340390 · CA · Reported as state-registered
Registration date: 2026-05-20
- CAPITAL NARRATIVE WEALTH MANAGEMENT
Firm CRD 340415 · CA · Reported as state-registered
Registration date: 2026-03-13
- WENTWORTH-BAER WEALTH MANAGEMENT
Firm CRD 340427 · CA · Reported as state-registered
Registration date: 2026-04-06
- ING WEALTH
Firm CRD 340443 · CA · Reported as state-registered
Registration date: 2026-03-25
- NUNA INVESTMENTS
Firm CRD 340462 · CA · Reported as state-registered
Registration date: 2026-03-18
- NEW TALENTS FINANCIAL SERVICES INC
Firm CRD 340503 · CA · Reported as state-registered
Registration date: 2026-04-30
- NORTH COUNTY FINANCIAL PLANNING, LLC
Firm CRD 340508 · CA · Reported as state-registered
Registration date: 2026-04-06
- LONE WOLF WEALTH MANAGEMENT
Firm CRD 340537 · CA · Reported as state-registered
Registration date: 2026-04-16
- ATLAS GROVE CAPITAL LLC
Firm CRD 340555 · CA · Reported as state-registered
Registration date: 2026-04-10
- HIFI PLANNING
Firm CRD 340557 · CA · Reported as state-registered
Registration date: 2026-06-16
- SHORESTOWN PARTNERS LLC
Firm CRD 340562 · CA · Reported as state-registered
Registration date: 2026-04-02