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.
- CORLEY INVESTMENT MANAGEMENT
Firm CRD 159719 · CA · Reported as state-registered
Registration date: 2012-01-31
- PEELLE WEALTH MANAGEMENT, LLC
Firm CRD 159742 · CA · Reported as state-registered
Registration date: 2012-02-16
- DAVENPORT CAPITAL MANAGEMENT, LLC
Firm CRD 159785 · CA · Reported as state-registered
Registration date: 2016-03-18
- DI BELLO FINANCIAL
Firm CRD 159799 · CA · Reported as state-registered
Registration date: 2012-05-11
- LIFETYME FINANCIAL ADVISORS, LLC
Firm CRD 159809 · CA · Reported as state-registered
Registration date: 2014-07-07
- COLLABRIA CAPITAL, INC
Firm CRD 159858 · CA · Reported as state-registered
Registration date: 2012-03-28
- ECKMAN WEALTH MANAGEMENT, LLC
Firm CRD 159934 · CA · Reported as state-registered
Registration date: 2015-06-17
- GORIAN INVESTMENTS
Firm CRD 159969 · CA · Reported as state-registered
Registration date: 2012-03-07
- PERCENSION WEALTH ADVISORS, LLC
Firm CRD 160134 · CA · Reported as state-registered
Registration date: 2012-03-12
- IRVING ADVISORY GROUP, LLC
Firm CRD 160169 · CA · Reported as state-registered
Registration date: 2012-03-14
- BRIGHT LIGHT CAPITAL ADVISOR
Firm CRD 160243 · CA · Reported as state-registered
Registration date: 2012-03-19
- GARDENA FINANCIAL RETIREMENT ADVISORS
Firm CRD 160412 · CA · Reported as state-registered
Registration date: 2012-03-08
- ASPEN CREEK WEALTH MANAGEMENT, LLC
Firm CRD 160649 · CA · Reported as state-registered
Registration date: 2021-02-03
- KRAMER INVESTMENT ADVISORS, INC.
Firm CRD 160840 · CA · Reported as state-registered
Registration date: 2012-03-22
- SURYA CAPITAL, LLC
Firm CRD 161105 · CA · Reported as state-registered
Registration date: 2012-04-23
- LIFETIME FINANCIAL, INC.
Firm CRD 161124 · CA · Reported as state-registered
Registration date: 2012-04-25
- GINSBERG FINANCIAL STRATEGIES
Firm CRD 161151 · CA · Reported as state-registered
Registration date: 2012-03-30
- JSB CAPITAL MANAGEMENT, LLC
Firm CRD 161174 · CA · Reported as state-registered
Registration date: 2012-06-13
- HOLDEN WEALTH MANAGEMENT LLC
Firm CRD 161190 · CA · Reported as state-registered
Registration date: 2019-01-08
- MDX WEALTH MANAGEMENT
Firm CRD 161309 · CA · Reported as state-registered
Registration date: 2016-06-17
- FREEDOM CAPITAL ADVISORS INC
Firm CRD 161355 · CA · Reported as state-registered
Registration date: 2016-10-05
- HARBOR ROAD CAPITAL MANAGEMENT LLC
Firm CRD 161364 · CA · Reported as state-registered
Registration date: 2012-05-02
- QUBERA WEALTH MANAGEMENT
Firm CRD 161389 · CA · Reported as state-registered
Registration date: 2012-04-18
- HASTIE FINANCIAL GROUP
Firm CRD 161418 · CA · Reported as state-registered
Registration date: 2012-06-12
- LEONARD JR., GARY A.
Firm CRD 162016 · CA · Reported as state-registered
Registration date: 2012-10-10