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.
- ARCPOINT FINANCIAL ADVISORS
Firm CRD 340567 · CA · Reported as state-registered
Registration date: 2026-09-10
- TROVERA CAPITAL MANAGEMENT, LLC
Firm CRD 340577 · CA · Reported as state-registered
Registration date: 2026-03-23
- VORTALIS WEALTH MANAGEMENT LLC
Firm CRD 340582 · CA · Reported as state-registered
Registration date: 2026-03-18
- MIOTTO, JORDAN PHILIP
Firm CRD 340649 · CA · Reported as state-registered
Registration date: 2026-03-04
- GLOBAL INSIGHT ADVISORS
Firm CRD 340650 · CA · Reported as state-registered
Registration date: 2026-03-23
- AWARD FINANCIAL GROUP
Firm CRD 340669 · CA · Reported as state-registered
Registration date: 2026-06-01
- FELSPAR FINANCIAL
Firm CRD 340684 · CA · Reported as state-registered
Registration date: 2026-04-09
- FORREST MICHAEL LEICHTBERG
Firm CRD 340688 · CA · Reported as state-registered
Registration date: 2026-03-03
- DELTA CAPITAL MANAGEMENT
Firm CRD 340693 · CA · Reported as state-registered
Registration date: 2026-03-03
- TANGENT RETIREMENT
Firm CRD 340705 · CA · Reported as state-registered
Registration date: 2026-06-11
- PROPEL PRIVATE WEALTH LLC
Firm CRD 340734 · CA · Reported as state-registered
Registration date: 2026-07-31
- CARRARA WEALTH MANAGEMENT
Firm CRD 340803 · CA · Reported as state-registered
Registration date: 2026-06-10
- FAMILY WEALTH STRATEGISTS, LLC
Firm CRD 340841 · CA · Reported as state-registered
Registration date: 2026-05-05
- EVOLUTION VISION WEALTH MANAGEMENT
Firm CRD 340871 · CA · Reported as state-registered
Registration date: 2026-09-03
- DENTLER CAPITAL LLC
Firm CRD 340875 · CA · Reported as state-registered
Registration date: 2026-04-03
- KOALA FINANCIAL
Firm CRD 340891 · CA · Reported as state-registered
Registration date: 2026-04-23
- THIRD ACT FINANCIAL PLANNING LLC
Firm CRD 340903 · CA · Reported as state-registered
Registration date: 2026-03-25
- COMPOSED CAPITAL LLC
Firm CRD 340948 · CA · Reported as state-registered
Registration date: 2026-05-20
- SLATER TOMPKINS LEGACY, LLC
Firm CRD 341021 · CA · Reported as state-registered
Registration date: 2026-04-14
- DE VRIES ASSET MANAGEMENT, LLC
Firm CRD 341027 · CA · Reported as state-registered
Registration date: 2026-04-23
- SCHOLARDOG
Firm CRD 341107 · CA · Reported as state-registered
Registration date: 2026-04-14
- VANMAY WEALTH MANAGEMENT
Firm CRD 341172 · CA · Reported as state-registered
Registration date: 2026-06-10
- APOGEE WEALTH ADVISORS
Firm CRD 341202 · CA · Reported as state-registered
Registration date: 2026-06-09
- GREENBOOK FINANCIAL
Firm CRD 341212 · CA · Reported as state-registered
Registration date: 2026-05-11
- EASY SUNDAY FINANCIAL PLANNING
Firm CRD 341242 · CA · Reported as state-registered
Registration date: 2026-05-08