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.
- PACIFIC PENSION ADVISORS LLC
Firm CRD 342177 · CA · Reported as state-registered
Registration date: 2026-07-17
- MULTIPOLAR CAPITAL LLC
Firm CRD 342193 · CA · Reported as state-registered
Registration date: 2026-07-15
- WOO, HARRY
Firm CRD 342251 · CA · Reported as state-registered
Registration date: 2026-06-02
- ID ASSET ADVISORY
Firm CRD 342260 · CA · Reported as state-registered
Registration date: 2026-07-31
- BLACKACRE WEALTH
Firm CRD 342285 · CA · Reported as state-registered
Registration date: 2026-07-16
- BOND BELL & CO.
Firm CRD 342290 · CA · Reported as state-registered
Registration date: 2026-08-17
- ARTIZAN WEALTH
Firm CRD 342327 · CA · Reported as state-registered
Registration date: 2026-06-17
- YIU ADVISORS, LLC
Firm CRD 342347 · CA · Reported as state-registered
Registration date: 2026-06-05
- YOUYA WEALTH
Firm CRD 342387 · CA · Reported as state-registered
Registration date: 2026-06-08
- BAYLEAF FINANCIAL SERVICES
Firm CRD 342400 · CA · Reported as state-registered
Registration date: 2026-07-15
- DYNAMIC LIFESTYLE PLANNING GROUP
Firm CRD 342405 · CA · Reported as state-registered
Registration date: 2026-07-21
- FAMILY STYLE ADVISORS LLC
Firm CRD 342407 · CA · Reported as state-registered
Registration date: 2026-07-02
- CAVENDER FINANCIAL PLANNING, LLC
Firm CRD 342417 · CA · Reported as state-registered
Registration date: 2026-06-10
- HERITAGE FIRST WEALTH MANAGEMENT, LLC
Firm CRD 342502 · CA · Reported as state-registered
Registration date: 2026-07-28
- LARKSPUR CAPITAL PARTNERS
Firm CRD 342508 · CA · Reported as state-registered
Registration date: 2026-07-15
- 8020 CAPITAL MANAGEMENT
Firm CRD 342549 · CA · Reported as state-registered
Registration date: 2026-07-24
- SIMPLE MONEY ADVISORS LLC
Firm CRD 342619 · CA · Reported as state-registered
Registration date: 2026-07-21
- REVEL WEALTH PARTNERS
Firm CRD 342660 · CA · Reported as state-registered
Registration date: 2026-07-24
- 10/28 WEALTH MANAGEMENT LLC
Firm CRD 342685 · CA · Reported as state-registered
Registration date: 2026-07-13
- KRAMER WEALTH MANAGEMENT
Firm CRD 342698 · CA · Reported as state-registered
Registration date: 2026-08-05
- CARICO PRIVATE WEALTH MANAGEMENT
Firm CRD 342716 · CA · Reported as state-registered
Registration date: 2026-09-24
- LOBOS CREEK INVESTORS LLC
Firm CRD 342724 · CA · Reported as state-registered
Registration date: 2026-07-22
- SLIPSTREAM WEALTH PLANNING LLC
Firm CRD 342729 · CA · Reported as state-registered
Registration date: 2026-08-10
- FRASSATI WEALTH
Firm CRD 342753 · CA · Reported as state-registered
Registration date: 2026-07-16
- MILLER ASSET MANAGEMENT LLC
Firm CRD 342757 · CA · Reported as state-registered
Registration date: 2026-07-15