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.
- ZELLER KERN BUSINESS ADVISORS
Firm CRD 144913 · CA · Reported as state-registered
Registration date: 2008-02-19
- LANE FLORENCE, LLC
Firm CRD 144916 · CA · Reported as state-registered
Registration date: 2007-10-15
- ALTA FINANCIAL GROUP
Firm CRD 145001 · CA · Reported as state-registered
Registration date: 2008-03-12
- FINANCIAL STRATEGIES FOR TODAY AND TOMORROW--WEALTH MGMT GROUP
Firm CRD 145117 · CA · Reported as state-registered
Registration date: 2008-04-25
- TRIDENT ADVISORS LLC
Firm CRD 145231 · CA · Reported as state-registered
Registration date: 2008-04-11
- S.H. CAPITAL MANAGEMENT CORP.
Firm CRD 145239 · CA · Reported as state-registered
Registration date: 2009-05-20
- ALTUS WEALTH SOLUTIONS
Firm CRD 145259 · CA · Reported as state-registered
Registration date: 2007-11-27
- SIERRA NEVADA WEALTH MANAGEMENT, LLC
Firm CRD 145304 · CA · Reported as state-registered
Registration date: 2021-07-19
- KRUSE FINANCIAL STRATEGY
Firm CRD 145321 · CA · Reported as state-registered
Registration date: 2007-11-07
- MAVEN GROUP LLC
Firm CRD 145419 · CA · Reported as state-registered
Registration date: 2007-11-06
- ELITE CAPITAL SERVICES, LLC
Firm CRD 145449 · CA · Reported as state-registered
Registration date: 2008-01-28
- THE GARRETT GROUP
Firm CRD 145451 · CA · Reported as state-registered
Registration date: 2017-01-27
- KENSINGTON SECURITIES, LLC
Firm CRD 145453 · CA · Reported as state-registered
Registration date: 2007-11-26
- IVY ADVISORS, LLC
Firm CRD 145461 · CA · Reported as state-registered
Registration date: 2008-03-03
- GLENMORE FINANCIAL, INC, LIFESIGHTED
Firm CRD 145500 · CA · Reported as state-registered
Registration date: 2008-01-01
- GH&J INVESTMENT ADVISORY SERVICES, LLC
Firm CRD 145524 · CA · Reported as state-registered
Registration date: 2008-01-29
- CENTRICITY FINANCIAL LLC
Firm CRD 145561 · CA · Reported as state-registered
Registration date: 2016-06-20
- CHANEY FINANCIAL SERVICES, INC.
Firm CRD 145602 · CA · Reported as state-registered
Registration date: 2008-01-30
- VERE CHAPPELL
Firm CRD 145674 · CA · Reported as state-registered
Registration date: 2009-01-01
- ETF PORTFOLIO MANAGEMENT LLC
Firm CRD 145698 · CA · Reported as state-registered
Registration date: 2007-11-29
- WEALTH LEGACY GROUP, INC.
Firm CRD 145705 · CA · Reported as state-registered
Registration date: 2008-02-19
- GSP FINANCIAL STRATEGIES
Firm CRD 145725 · CA · Reported as state-registered
Registration date: 2009-01-07
- ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC
Firm CRD 145834 · CA · Reported as state-registered
Registration date: 2008-03-20
- CPR FINANCIAL & INSURANCE SERVICES, INC.
Firm CRD 145855 · CA · Reported as state-registered
Registration date: 2008-01-15
- 10 STAR ASSET MANAGEMENT
Firm CRD 145873 · CA · Reported as state-registered
Registration date: 2008-03-27