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.
- DTCARSON ASSET MANAGEMENT
Firm CRD 285715 · CA · Reported as state-registered
Registration date: 2019-01-24
- TDIRECTION ASSET MANAGEMENT
Firm CRD 285730 · CA · Reported as state-registered
Registration date: 2017-05-03
- PIXEL FINANCIAL PLANNING
Firm CRD 285762 · CA · Reported as state-registered
Registration date: 2017-01-01
- HARBORLIGHT INVESTMENTS, LLC
Firm CRD 285805 · CA · Reported as state-registered
Registration date: 2016-12-05
- EAGLE EQUITY HOLDINGS, LLC
Firm CRD 285806 · CA · Reported as state-registered
Registration date: 2018-08-17
- TECHNOVISION MANAGEMENT LLC
Firm CRD 285828 · CA · Reported as state-registered
Registration date: 2017-12-12
- NEXT ALPHA CAPITAL, LLC
Firm CRD 285858 · CA · Reported as state-registered
Registration date: 2017-02-28
- THE SIMPLE INVESTOR'S GUIDE, LLC
Firm CRD 285860 · CA · Reported as state-registered
Registration date: 2017-01-06
- MESA WEALTH MANAGEMENT
Firm CRD 285861 · CA · Reported as state-registered
Registration date: 2017-01-05
- TRES WEALTH MANAGEMENT GROUP, LLC
Firm CRD 285908 · CA · Reported as state-registered
Registration date: 2017-03-06
- KINGSGROVE MANAGEMENT, LLC
Firm CRD 285918 · CA · Reported as state-registered
Registration date: 2017-05-02
- MONEY SCRIPT WEALTH MANAGEMENT, PLLC
Firm CRD 286134 · CA · Reported as state-registered
Registration date: 2017-01-12
- INTENTIONAL WEALTH PARTNERS
Firm CRD 286157 · CA · Reported as state-registered
Registration date: 2020-06-18
- BENT CREEK CAPITAL LLC
Firm CRD 286241 · CA · Reported as state-registered
Registration date: 2017-03-17
- DAN EDWARDS INVESTMENT ADVISORY SERVICES, LLC
Firm CRD 286259 · CA · Reported as state-registered
Registration date: 2017-04-07
- JT WEALTH MANAGEMENT
Firm CRD 286280 · CA · Reported as state-registered
Registration date: 2017-10-31
- RAPPORT FINANCIAL, LLC
Firm CRD 286308 · CA · Reported as state-registered
Registration date: 2017-01-19
- WEALTHBUILDERS, LLC
Firm CRD 286348 · CA · Reported as state-registered
Registration date: 2017-02-08
- ACE WEALTH MANAGEMENT LLC
Firm CRD 286354 · CA · Reported as state-registered
Registration date: 2021-01-15
- TACTICAL WEALTH PARTNERS
Firm CRD 286416 · CA · Reported as state-registered
Registration date: 2026-04-08
- ABERLE INVESTMENT MANAGEMENT LLC
Firm CRD 286421 · CA · Reported as state-registered
Registration date: 2017-02-24
- INSIGHT INVESTMENT ADVISERS LLC
Firm CRD 286497 · CA · Reported as state-registered
Registration date: 2018-09-10
- PARALLEL WEALTH MANAGEMENT
Firm CRD 286527 · CA · Reported as state-registered
Registration date: 2017-03-17
- MARTORELL CAPITAL PARTNERS, LLC
Firm CRD 286562 · CA · Reported as state-registered
Registration date: 2025-11-20
- VANDENBURG CAPITAL MANAGEMENT
Firm CRD 286625 · CA · Reported as state-registered
Registration date: 2017-03-14