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.
- DES FINANCIAL GROUP, LLC
Firm CRD 174421 · CA · Reported as state-registered
Registration date: 2015-09-03
- 11 FINANCIAL
Firm CRD 174569 · CA · Reported as state-registered
Registration date: 2026-05-12
- BRENNAN ASSET MANAGEMENT
Firm CRD 174637 · CA · Reported as state-registered
Registration date: 2015-03-24
- CAMPBELL ADVISORY SERVICES, LLC
Firm CRD 174674 · CA · Reported as state-registered
Registration date: 2015-05-06
- ALPINE ASSET MANAGEMENT
Firm CRD 174703 · CA · Reported as state-registered
Registration date: 2015-10-22
- KROZEL CAPITAL MANAGEMENT, LLC
Firm CRD 174813 · CA · Reported as state-registered
Registration date: 2026-07-31
- KODIAK CAPITAL ADVISORS LLC
Firm CRD 174819 · CA · Reported as state-registered
Registration date: 2018-02-26
- R.E.A.L. COACH
Firm CRD 174860 · CA · Reported as state-registered
Registration date: 2015-05-26
- FENGCAPITAL LLC
Firm CRD 174871 · CA · Reported as state-registered
Registration date: 2015-03-10
- MORGAN STEVENS ASSET MANAGEMENT, LLC
Firm CRD 174928 · CA · Reported as state-registered
Registration date: 2015-02-19
- CUBED SYSTEMS
Firm CRD 174967 · CA · Reported as state-registered
Registration date: 2019-01-31
- HINDE GROUP LLC
Firm CRD 174994 · CA · Reported as state-registered
Registration date: 2015-05-05
- FIT ADVISORS LLC
Firm CRD 175023 · CA · Reported as state-registered
Registration date: 2016-07-07
- ABUNDANCE FINANCIAL COACHING, LLC
Firm CRD 175055 · CA · Reported as state-registered
Registration date: 2021-07-28
- FORTUNA INVESTORS LLC
Firm CRD 175072 · CA · Reported as state-registered
Registration date: 2021-10-18
- JMO FINANCIAL
Firm CRD 175086 · CA · Reported as state-registered
Registration date: 2015-04-24
- CAPITAL BENCHMARK PARTNERS, LLC
Firm CRD 175099 · CA · Reported as state-registered
Registration date: 2023-10-16
- OPEN SQUARE CAPITAL, LLC
Firm CRD 175152 · CA · Reported as state-registered
Registration date: 2016-01-12
- IMPACTADVISOR LLC
Firm CRD 175155 · CA · Reported as state-registered
Registration date: 2015-06-11
- GLOBAL ADVISERS, LLC
Firm CRD 175181 · CA · Reported as state-registered
Registration date: 2023-08-28
- IAPETUS CAPITAL, INC.
Firm CRD 175189 · CA · Reported as state-registered
Registration date: 2015-04-29
- LEGACY WEALTH CAPITAL, LLC.
Firm CRD 175197 · CA · Reported as state-registered
Registration date: 2018-01-26
- SILVERLAKE PORTFOLIO ADVISORS LLC
Firm CRD 175210 · CA · Reported as state-registered
Registration date: 2015-05-27
- GUIDING WEALTH MANAGEMENT, LLC
Firm CRD 175242 · CA · Reported as state-registered
Registration date: 2024-03-08
- SOFTWEALTH
Firm CRD 175315 · CA · Reported as state-registered
Registration date: 2015-06-03