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.
- CORONADO FINANCIAL GROUP L.L.C.
Firm CRD 132727 · CA · Reported as state-registered
Registration date: 2005-02-17
- CREW WEALTH MANAGEMENT
Firm CRD 132867 · CA · Reported as state-registered
Registration date: 2005-01-06
- PREMIER SOUTHWEST PLANNING GROUP, LLC
Firm CRD 132868 · CA · Reported as state-registered
Registration date: 2023-05-15
- CARNEY PORTFOLIO MANAGEMENT INC.
Firm CRD 132883 · CA · Reported as state-registered
Registration date: 2005-01-24
- MARKETTREND ADVISORS, LTD.
Firm CRD 132894 · CA · Reported as state-registered
Registration date: 2012-04-27
- THE J R BAKER GROUP
Firm CRD 132931 · CA · Reported as state-registered
Registration date: 2017-01-25
- BERGER ASSET MANAGEMENT, INC.
Firm CRD 132945 · CA · Reported as state-registered
Registration date: 2011-12-02
- GOLDEN GATE ADVISORS, INC
Firm CRD 133057 · CA · Reported as state-registered
Registration date: 1996-11-01
- MAJESTIC OAK FINANCIAL, LLC
Firm CRD 133067 · CA · Reported as state-registered
Registration date: 2006-04-20
- LAWRENCE RUSSELL AND COMPANY
Firm CRD 133101 · CA · Reported as state-registered
Registration date: 2005-01-01
- FIVE STONE CAPITAL, LLC
Firm CRD 133190 · CA · Reported as state-registered
Registration date: 2005-08-03
- KEVIN KENNEDY, LLC
Firm CRD 133193 · CA · Reported as state-registered
Registration date: 2004-09-24
- AARON GEOFFREY TURNER
Firm CRD 133240 · CA · Reported as state-registered
Registration date: 2005-02-03
- CHRISTIAN CURRY BATCHELDER, CFP
Firm CRD 133255 · CA · Reported as state-registered
Registration date: 2011-09-15
- FLETCHER FINANCIAL, LLC
Firm CRD 133270 · CA · Reported as state-registered
Registration date: 2005-03-15
- FMT INVESTMENT ADVISORY
Firm CRD 133295 · CA · Reported as state-registered
Registration date: 2005-01-13
- WILLIAMS WEALTH MANAGEMENT, INC.
Firm CRD 133335 · CA · Reported as state-registered
Registration date: 2002-03-28
- CHEN FINANCIAL GROUP, LLC
Firm CRD 133336 · CA · Reported as state-registered
Registration date: 2009-04-16
- GRANADA CAPITAL MANAGEMENT, LLC
Firm CRD 133375 · CA · Reported as state-registered
Registration date: 2005-04-14
- EDGEBROOK INVESTMENTS, LLC
Firm CRD 133418 · CA · Reported as state-registered
Registration date: 2005-02-04
- ENVISION WEALTH MANAGEMENT, INC.
Firm CRD 133440 · CA · Reported as state-registered
Registration date: 2002-11-13
- ANTHONY J. MANCINI, I.A.
Firm CRD 133537 · CA · Reported as state-registered
Registration date: 2000-09-05
- PWJOHNSON WEALTH & LEGACY, LLC
Firm CRD 133538 · CA · Reported as state-registered
Registration date: 2012-06-20
- CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
Firm CRD 133657 · CA · Reported as state-registered
Registration date: 2025-08-21
- ULIVI WEALTH MANAGEMENT
Firm CRD 133666 · CA · Reported as state-registered
Registration date: 1991-02-21