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.
- WINSLOW DRAKE, INC.
Firm CRD 286638 · CA · Reported as state-registered
Registration date: 2018-01-16
- JG WEALTH MANAGEMENT, LLC
Firm CRD 286651 · CA · Reported as state-registered
Registration date: 2017-09-11
- INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC
Firm CRD 286691 · CA · Reported as state-registered
Registration date: 2017-02-21
- OMEGA ADVISORY LLC
Firm CRD 287459 · CA · Reported as state-registered
Registration date: 2018-08-31
- ELEVATE WEALTH MANAGEMENT, L.L.C.
Firm CRD 287511 · CA · Reported as state-registered
Registration date: 2017-05-03
- MK INVESTMENT ADVISORS, LLC
Firm CRD 287539 · CA · Reported as state-registered
Registration date: 2017-03-08
- ADVISER ALLIANCE, LLC
Firm CRD 287551 · CA · Reported as state-registered
Registration date: 2017-04-18
- CS TOMASI WEALTH MANAGEMENT
Firm CRD 287561 · CA · Reported as state-registered
Registration date: 2017-04-07
- SRS WEALTH MANGEMENT
Firm CRD 287572 · CA · Reported as state-registered
Registration date: 2017-03-03
- VG FINANCIAL CONSULTING, LLC
Firm CRD 287580 · CA · Reported as state-registered
Registration date: 2017-03-07
- WEST-EAST WEALTH MANAGEMENT, LLC
Firm CRD 287583 · CA · Reported as state-registered
Registration date: 2017-06-30
- BARSON FINANCIAL PLANNING
Firm CRD 287612 · CA · Reported as state-registered
Registration date: 2017-03-10
- ENDEAVOR FINANCIAL PLANNING
Firm CRD 287615 · CA · Reported as state-registered
Registration date: 2017-03-14
- ANCHOR WEALTH MANAGEMENT, LLC
Firm CRD 287635 · CA · Reported as state-registered
Registration date: 2017-09-15
- NORBERG CAPITAL MANAGEMENT, LLC
Firm CRD 287668 · CA · Reported as state-registered
Registration date: 2017-05-09
- EDM CAPITAL, LLC
Firm CRD 287669 · CA · Reported as state-registered
Registration date: 2017-04-27
- X AND Y ADVISORS, INC.
Firm CRD 287715 · CA · Reported as state-registered
Registration date: 2017-06-13
- GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC
Firm CRD 287722 · CA · Reported as state-registered
Registration date: 2017-09-21
- MONTEBELLO AVENUE
Firm CRD 287726 · CA · Reported as state-registered
Registration date: 2020-02-07
- BROOKSIDE WEALTH MANAGEMENT LLC
Firm CRD 287767 · CA · Reported as state-registered
Registration date: 2017-04-19
- K FINANCIAL SERVICES, LLC
Firm CRD 287772 · CA · Reported as state-registered
Registration date: 2018-01-03
- COGENT INVESTMENT ADVISORS LLC
Firm CRD 287773 · CA · Reported as state-registered
Registration date: 2017-03-22
- RETIREMENT SOLUTIONS LLC
Firm CRD 287820 · CA · Reported as state-registered
Registration date: 2023-08-22
- TREW ADVISORS, LLC
Firm CRD 287827 · CA · Reported as state-registered
Registration date: 2025-03-24
- DBA, LEFEVRE CAPITAL MANAGEMENT
Firm CRD 287874 · CA · Reported as state-registered
Registration date: 2018-01-11