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.
- GARABEDIAN WEALTH MANAGEMENT GROUP
Firm CRD 171307 · CA · Reported as state-registered
Registration date: 2014-08-29
- SDMI INSURANCE AND FINANCIAL SERVICES
Firm CRD 171312 · CA · Reported as state-registered
Registration date: 2014-06-25
- KMR WEALTH ADVISORY, LLC
Firm CRD 171327 · CA · Reported as state-registered
Registration date: 2014-07-23
- BURTON WEALTH MANAGEMENT
Firm CRD 171381 · CA · Reported as state-registered
Registration date: 2014-08-08
- SPEIRO INVESTMENTS, LLC
Firm CRD 171407 · CA · Reported as state-registered
Registration date: 2014-07-07
- 7SUMMIT ADVISORS, LLC
Firm CRD 171409 · CA · Reported as state-registered
Registration date: 2014-10-09
- DOGPATCH WEALTH
Firm CRD 171464 · CA · Reported as state-registered
Registration date: 2014-06-10
- CONAGHAN FINANCIAL SERVICES
Firm CRD 171531 · CA · Reported as state-registered
Registration date: 2014-07-11
- WOVEN CAPITAL, LLC
Firm CRD 171540 · CA · Reported as state-registered
Registration date: 2014-10-02
- INNOVATIVE FINANCIAL ADVISORS, LLC
Firm CRD 171614 · CA · Reported as state-registered
Registration date: 2014-07-03
- LW PACIFIC INVESTMENTS LLC
Firm CRD 171641 · CA · Reported as state-registered
Registration date: 2015-06-18
- LONG LAKE CAPITAL MANAGEMENT, LLC
Firm CRD 171644 · CA · Reported as state-registered
Registration date: 2024-06-25
- HEMISPHERES INVESTMENT MANAGEMENT
Firm CRD 171681 · CA · Reported as state-registered
Registration date: 2014-08-05
- SIERRA MADRE PARTNERS LLC
Firm CRD 171754 · CA · Reported as state-registered
Registration date: 2014-06-20
- QUANTUMVEST, INC.
Firm CRD 171780 · CA · Reported as state-registered
Registration date: 2015-01-15
- FC360 WEALTH MANAGEMENT, INC.
Firm CRD 171788 · CA · Reported as state-registered
Registration date: 2015-10-09
- KNIGHT AND COMPANY WEALTH ADVISORS, LLC
Firm CRD 171840 · CA · Reported as state-registered
Registration date: 2014-09-23
- ENDURANCE CAPITAL PARTNERS, LLC
Firm CRD 171895 · CA · Reported as state-registered
Registration date: 2014-09-05
- EMERALD WEALTH MANAGEMENT, INC.
Firm CRD 171913 · CA · Reported as state-registered
Registration date: 2014-07-22
- BANGERTER FINANCIAL SERVICES, INC.
Firm CRD 171939 · CA · Reported as state-registered
Registration date: 2014-10-20
- MFA GLOBAL CONSULTING GROUP LLC
Firm CRD 171944 · CA · Reported as state-registered
Registration date: 2019-01-09
- RIDGEVIEW FINANCIAL PLANNING
Firm CRD 171985 · CA · Reported as state-registered
Registration date: 2014-07-22
- WILSON, MARK HENRY
Firm CRD 172023 · CA · Reported as state-registered
Registration date: 2026-01-23
- CAPSTONE WEALTH MANAGEMENT, INC
Firm CRD 172040 · CA · Reported as state-registered
Registration date: 2021-02-22
- 360DIVIDENDS
Firm CRD 172101 · CA · Reported as state-registered
Registration date: 2019-01-29