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.
- LORINTINE CAPITAL
Firm CRD 151204 · CA · Reported as state-registered
Registration date: 2020-03-25
- STACK ASSET MANAGEMENT
Firm CRD 151247 · CA · Reported as state-registered
Registration date: 2018-01-19
- LEWIS ADVISORY GROUP
Firm CRD 151307 · CA · Reported as state-registered
Registration date: 2012-03-23
- WATERROCK GLOBAL ASSET MANAGEMENT
Firm CRD 151309 · CA · Reported as state-registered
Registration date: 2015-04-10
- PERSONAL ECONOMIC PLANNING, LLC
Firm CRD 151333 · CA · Reported as state-registered
Registration date: 2010-10-12
- PGP WEALTH SERVICES, LLC
Firm CRD 151373 · CA · Reported as state-registered
Registration date: 2024-07-18
- CUNNINGHAM INVESTMENT MANAGEMENT, LLC
Firm CRD 151389 · CA · Reported as state-registered
Registration date: 2013-04-15
- MYERS, WALTER L
Firm CRD 151436 · CA · Reported as state-registered
Registration date: 2010-05-06
- BLUE ROCK FINANCIAL SERVICES, INC.
Firm CRD 151566 · CA · Reported as state-registered
Registration date: 2010-06-03
- MAIN AVENUE FINANCIAL SERVICES, LLC
Firm CRD 151580 · CA · Reported as state-registered
Registration date: 2025-03-12
- MONEY MANAGERS, INC.
Firm CRD 151602 · CA · Reported as state-registered
Registration date: 2025-06-20
- PJ SCAVUZZO, INC.
Firm CRD 151742 · CA · Reported as state-registered
Registration date: 2010-03-18
- ALPHA STRATEGIES INVESTMENT CONSULTING
Firm CRD 151782 · CA · Reported as state-registered
Registration date: 2010-03-10
- FUHRMANN CAPITAL
Firm CRD 151846 · CA · Reported as state-registered
Registration date: 2017-09-29
- SILICON VALLEY TREASURY CONSULTING GROUP
Firm CRD 151921 · CA · Reported as state-registered
Registration date: 2010-05-27
- TSAI WEALTH MANAGEMENT
Firm CRD 151928 · CA · Reported as state-registered
Registration date: 2010-01-01
- INTEGRITAS SEMPER, LLC
Firm CRD 152008 · CA · Reported as state-registered
Registration date: 2010-01-05
- FIDERE
Firm CRD 152013 · CA · Reported as state-registered
Registration date: 2010-03-23
- INTEGRATIVE FINANCIAL STRATEGIES
Firm CRD 152068 · CA · Reported as state-registered
Registration date: 2010-01-12
- MAGNUM FINANCIAL
Firm CRD 152081 · CA · Reported as state-registered
Registration date: 2010-02-08
- BOURBON FINANCIAL MANAGEMENT
Firm CRD 152178 · CA · Reported as state-registered
Registration date: 2018-04-05
- PEARSON, FREDERICK, NORMAN JR.
Firm CRD 152181 · CA · Reported as state-registered
Registration date: 2010-08-10
- CANTU TACTICAL WEALTH MANAGEMENT, INC.
Firm CRD 152210 · CA · Reported as state-registered
Registration date: 2010-02-09
- VICTORY WEALTH MANAGEMENT, LLC
Firm CRD 152221 · CA · Reported as state-registered
Registration date: 2012-05-17
- EDGAR INVESTMENT MANAGEMENT LLC
Firm CRD 152255 · CA · Reported as state-registered
Registration date: 2009-12-15