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.
- MCINTOSH CAPITAL ADVISORS, INC.
Firm CRD 131188 · CA · Reported as state-registered
Registration date: 2004-06-24
- CHIEN, JOSEPHINE
Firm CRD 131238 · CA · Reported as state-registered
Registration date: 2010-02-24
- GRIDLEY ASSOCIATES INC
Firm CRD 131258 · CA · Reported as state-registered
Registration date: 2012-06-15
- QURIUM CAPITAL LLC
Firm CRD 131379 · CA · Reported as state-registered
Registration date: 2012-04-13
- MONETARY MANAGEMENT CORPORATION
Firm CRD 131584 · CA · Reported as state-registered
Registration date: 2010-03-16
- ALLEN WEALTH MANAGEMENT
Firm CRD 131588 · CA · Reported as state-registered
Registration date: 2004-06-04
- FINANCIAL SOLUTIONS
Firm CRD 131632 · CA · Reported as state-registered
Registration date: 2004-07-13
- WASI
Firm CRD 131689 · CA · Reported as state-registered
Registration date: 2012-01-05
- MARK SMITH FINANCIAL SERVICES, INC.
Firm CRD 131890 · CA · Reported as state-registered
Registration date: 1997-09-24
- CLEARVIEW FINANCIAL, INC.
Firm CRD 131944 · CA · Reported as state-registered
Registration date: 2001-08-15
- VENTURA ADVISORS
Firm CRD 132040 · CA · Reported as state-registered
Registration date: 2004-08-27
- PACIFIC INVESTMENT RESEARCH
Firm CRD 132063 · CA · Reported as state-registered
Registration date: 2012-09-06
- SUMMIT EQUITY MANAGEMENT, INC.
Firm CRD 132071 · CA · Reported as state-registered
Registration date: 2018-01-31
- SUZICK, CZAR MICHAEL
Firm CRD 132084 · CA · Reported as state-registered
Registration date: 1998-05-11
- BLEECK FINANCIAL MANAGEMENT, INC.
Firm CRD 132124 · CA · Reported as state-registered
Registration date: 2012-05-24
- CHINESE ABRAHAM INVESTMENT ADVISORS LLC
Firm CRD 132170 · CA · Reported as state-registered
Registration date: 2005-06-29
- DABK FINANCIAL PLANNING SERVICES
Firm CRD 132234 · CA · Reported as state-registered
Registration date: 2004-08-23
- BLACKHAWK WEALTH ADVISORS
Firm CRD 132251 · CA · Reported as state-registered
Registration date: 2005-01-01
- BRADFORDCRANE COMPANY LLC
Firm CRD 132288 · CA · Reported as state-registered
Registration date: 2017-01-27
- MALAKOFF WEALTH
Firm CRD 132290 · CA · Reported as state-registered
Registration date: 2004-11-08
- PACIFIC FINANCIAL PLANNERS, LLC
Firm CRD 132314 · CA · Reported as state-registered
Registration date: 2004-09-23
- WIEDERMAN & ASSOCIATES
Firm CRD 132349 · CA · Reported as state-registered
Registration date: 2018-02-09
- R.B. FINANCIAL GROUP
Firm CRD 132444 · CA · Reported as state-registered
Registration date: 2018-02-16
- MARATHON CAPITAL MANAGEMENT, LLC
Firm CRD 132645 · CA · Reported as state-registered
Registration date: 2004-10-18
- ROGERS INVESTMENT ADVISORS, LLC
Firm CRD 132722 · CA · Reported as state-registered
Registration date: 2004-11-08