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.
- WEALTHCARE FINANCIAL GROUP, INC.
Firm CRD 284650 · CA · Reported as state-registered
Registration date: 2023-08-15
- FINANCIAL STAPLES
Firm CRD 284652 · CA · Reported as state-registered
Registration date: 2023-05-15
- PAIR CAPITAL WEALTH MANAGEMENT, LLC
Firm CRD 284683 · CA · Reported as state-registered
Registration date: 2018-02-08
- MARANANTHA FINANCIAL
Firm CRD 284692 · CA · Reported as state-registered
Registration date: 2016-09-26
- JC FINANCIAL SERVICES
Firm CRD 284702 · CA · Reported as state-registered
Registration date: 2016-10-03
- WATCH GUARD CAPITAL LLC
Firm CRD 284719 · CA · Reported as state-registered
Registration date: 2023-05-31
- KYUR, INC.
Firm CRD 284721 · CA · Reported as state-registered
Registration date: 2023-03-14
- MERUS ADVISORS, LLC
Firm CRD 284725 · CA · Reported as state-registered
Registration date: 2016-09-09
- HONEST WEALTH LLC
Firm CRD 284735 · CA · Reported as state-registered
Registration date: 2016-08-18
- MILLENNIAL WEALTH MANAGEMENT, LLC
Firm CRD 284746 · CA · Reported as state-registered
Registration date: 2023-08-11
- THINKPLANSAVE
Firm CRD 284754 · CA · Reported as state-registered
Registration date: 2016-09-06
- REGAN FINANCIAL GROUP, LLC
Firm CRD 284756 · CA · Reported as state-registered
Registration date: 2017-01-01
- ACHIEVABLE WEALTH, LLC
Firm CRD 284763 · CA · Reported as state-registered
Registration date: 2016-08-23
- CARITAS INVESTMENT ADVISORS LLC
Firm CRD 284777 · CA · Reported as state-registered
Registration date: 2019-01-23
- IHP WEALTH MANAGEMENT
Firm CRD 284815 · CA · Reported as state-registered
Registration date: 2024-01-25
- BATES WEALTH MANAGEMENT, LLC
Firm CRD 284892 · CA · Reported as state-registered
Registration date: 2016-09-28
- CRUX AND COMPANY, LLC
Firm CRD 284931 · CA · Reported as state-registered
Registration date: 2016-11-04
- GLOBAL VANTAGE WEALTH MANAGEMENT
Firm CRD 284941 · CA · Reported as state-registered
Registration date: 2016-09-28
- SISTO INVESTMENT ADVISORY, LLC
Firm CRD 284949 · CA · Reported as state-registered
Registration date: 2017-01-01
- STINSON CAPITAL MANAGEMENT, LLC
Firm CRD 284965 · CA · Reported as state-registered
Registration date: 2016-10-17
- D'ARCY WEALTH MANAGEMENT, INC. - A CALIFORNIA CORPORATION
Firm CRD 284975 · CA · Reported as state-registered
Registration date: 2016-11-18
- LIBERTON FINANCIAL LLC
Firm CRD 285018 · CA · Reported as state-registered
Registration date: 2022-04-13
- CONSONANCE WEALTH MANAGEMENT
Firm CRD 285027 · CA · Reported as state-registered
Registration date: 2016-10-26
- ENRIQUE VILLALOBOS & ASSOCIATES
Firm CRD 285049 · CA · Reported as state-registered
Registration date: 2016-10-27
- HILBAR CAPITAL, LLC
Firm CRD 285088 · CA · Reported as state-registered
Registration date: 2016-10-25