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.
- PILLAR6 ADVISORS, LLC
Firm CRD 154097 · CA · Reported as state-registered
Registration date: 2010-07-22
- PURE WEALTH MANAGEMENT
Firm CRD 154120 · CA · Reported as state-registered
Registration date: 2016-01-13
- JADE & COWRY LLC
Firm CRD 154129 · CA · Reported as state-registered
Registration date: 2019-07-16
- FIVE TALENTS WEALTH MANAGEMENT
Firm CRD 154142 · CA · Reported as state-registered
Registration date: 2010-09-02
- BAHR FINANCIAL PLANNING NETWORK, INC.
Firm CRD 154188 · CA · Reported as state-registered
Registration date: 2010-08-11
- RODEL CORRIENTE (SY) LLC
Firm CRD 154210 · CA · Reported as state-registered
Registration date: 2010-08-12
- RHODES CONSULTING GROUP LLC
Firm CRD 154243 · CA · Reported as state-registered
Registration date: 2010-12-03
- VENTURA COAST WEALTH MANAGEMENT
Firm CRD 154280 · CA · Reported as state-registered
Registration date: 2010-07-26
- MINISTRY PARTNERS SECURITIES, LLC
Firm CRD 154349 · CA · Reported as state-registered
Registration date: 2013-07-10
- ALPINE PEAKS CONSULTING
Firm CRD 154366 · CA · Reported as state-registered
Registration date: 2010-08-09
- AVANT GARDE CAPITAL
Firm CRD 154529 · CA · Reported as state-registered
Registration date: 2011-01-24
- FDP WEALTH MANAGEMENT, LLC
Firm CRD 154597 · CA · Reported as state-registered
Registration date: 2011-01-11
- RETIREMENT LIFESTYLES ADVISORY GROUP
Firm CRD 154642 · CA · Reported as state-registered
Registration date: 2010-10-28
- OCEAN AVENUE WEALTH MANAGEMENT
Firm CRD 154655 · CA · Reported as state-registered
Registration date: 2010-08-31
- PAUL D. SIPPIL & ASSOCIATES, LLC
Firm CRD 154656 · CA · Reported as state-registered
Registration date: 2026-09-25
- ROCKRIDGE MONEY MANAGEMENT LLC
Firm CRD 154778 · CA · Reported as state-registered
Registration date: 2012-06-22
- BELTRAMO FINANCIAL SERVICES, INC.
Firm CRD 154791 · CA · Reported as state-registered
Registration date: 2010-10-27
- ROWEN CAPITAL MANAGEMENT, LLC
Firm CRD 154797 · CA · Reported as state-registered
Registration date: 2010-10-12
- CAPSTONE PACIFIC INVESTMENT STRATEGIES
Firm CRD 154819 · CA · Reported as state-registered
Registration date: 2010-11-18
- HENNEY WEALTH MANAGEMENT
Firm CRD 154824 · CA · Reported as state-registered
Registration date: 2012-08-07
- FRANK ELMER INVESTMENT STRATEGIES LLC
Firm CRD 154841 · CA · Reported as state-registered
Registration date: 2010-10-20
- AGG ASSET MANAGEMENT, LLC
Firm CRD 154846 · CA · Reported as state-registered
Registration date: 2011-03-08
- MONT BLANC ASSET, INC.
Firm CRD 154853 · CA · Reported as state-registered
Registration date: 2010-11-17
- EQUITY LOGIC
Firm CRD 154870 · CA · Reported as state-registered
Registration date: 2018-01-11
- SYZYGY FINANCIAL LLC
Firm CRD 154896 · CA · Reported as state-registered
Registration date: 2011-01-04