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.
- CRAIG V. CASTANOS CPA
Firm CRD 136533 · CA · Reported as state-registered
Registration date: 2000-08-02
- STEVEN ROBERT JAKOWCHIK
Firm CRD 136550 · CA · Reported as state-registered
Registration date: 2006-01-18
- ASSET & RETIREMENT MANAGEMENT
Firm CRD 136569 · CA · Reported as state-registered
Registration date: 2002-04-24
- PICO ASSOCIATES
Firm CRD 136611 · CA · Reported as state-registered
Registration date: 2005-12-15
- FLEMING & ASSOCIATES, LLC
Firm CRD 136620 · CA · Reported as state-registered
Registration date: 2005-12-08
- MEYERS FINANCIAL SERVICES
Firm CRD 136624 · CA · Reported as state-registered
Registration date: 2006-01-01
- WIN TEAM ADVISORY SERVICES
Firm CRD 136680 · CA · Reported as state-registered
Registration date: 2025-05-30
- H.S. FINANCIAL, INC.
Firm CRD 136731 · CA · Reported as state-registered
Registration date: 2006-03-10
- SIERRA FINANCIAL MANAGEMENT CO.
Firm CRD 136795 · CA · Reported as state-registered
Registration date: 1984-01-09
- VISION CAPITAL INVESTMENT MANAGEMENT, INC.
Firm CRD 136806 · CA · Reported as state-registered
Registration date: 1994-10-18
- PACIFIC INVESTMENT COUNSEL, INC.
Firm CRD 136813 · CA · Reported as state-registered
Registration date: 1987-03-18
- APPLIED FINANCIAL PLANNING, INC.
Firm CRD 136834 · CA · Reported as state-registered
Registration date: 2023-01-26
- RSG FINANCIAL GROUP INC
Firm CRD 136849 · CA · Reported as state-registered
Registration date: 2000-11-03
- KIRZ, PAUL H
Firm CRD 136869 · CA · Reported as state-registered
Registration date: 2003-01-01
- FINANCIAL CONCEPTS UNLIMITED, INC.
Firm CRD 136880 · CA · Reported as state-registered
Registration date: 1999-03-09
- DW FINANCIAL INC
Firm CRD 136882 · CA · Reported as state-registered
Registration date: 2001-11-28
- CYPRESS COAST INVESTMENTS
Firm CRD 136903 · CA · Reported as state-registered
Registration date: 1994-02-28
- BROXTON CAPITAL ADVISORS
Firm CRD 136914 · CA · Reported as state-registered
Registration date: 2012-06-15
- EVERGREEN WEALTH ADVISORS, INC.
Firm CRD 136947 · CA · Reported as state-registered
Registration date: 2006-08-15
- G.C. STEELE & COMPANY
Firm CRD 136953 · CA · Reported as state-registered
Registration date: 2018-02-14
- TRINITY FINANCIAL PARTNERS
Firm CRD 136969 · CA · Reported as state-registered
Registration date: 2016-05-04
- VIRJI INVESTMENTS, INC.
Firm CRD 137001 · CA · Reported as state-registered
Registration date: 2010-07-07
- JOHANNSEN & ASSOCIATES, INC.
Firm CRD 137013 · CA · Reported as state-registered
Registration date: 1994-01-01
- ORANGE CAPITAL MANAGEMENT, INC.
Firm CRD 137019 · CA · Reported as state-registered
Registration date: 2001-04-09
- NEWPORT WEALTH ADVISORS, INC.
Firm CRD 137159 · CA · Reported as state-registered
Registration date: 2018-01-09