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.
- EUREKA WEALTH MANAGEMENT
Firm CRD 288494 · CA · Reported as state-registered
Registration date: 2017-06-30
- PRUDENT FINANCIAL PLANNING
Firm CRD 288500 · CA · Reported as state-registered
Registration date: 2022-02-14
- MISSION PEAK INVESTORS, LLC
Firm CRD 288518 · CA · Reported as state-registered
Registration date: 2017-06-27
- ALTITUDE WEALTH MANAGEMENT, LLC
Firm CRD 288529 · CA · Reported as state-registered
Registration date: 2024-08-09
- ZENITH INVESTMENT MANAGEMENT, LLC
Firm CRD 288565 · CA · Reported as state-registered
Registration date: 2017-05-31
- CEDAR RIVER CAPITAL, LLC
Firm CRD 288579 · CA · Reported as state-registered
Registration date: 2020-05-22
- SHOREPINE WEALTH MANAGEMENT, LLC
Firm CRD 288583 · CA · Reported as state-registered
Registration date: 2017-06-02
- INSIGHT PERSONAL FINANCE
Firm CRD 288585 · CA · Reported as state-registered
Registration date: 2017-06-30
- PERPETUAL CAPITAL ADVISORS, LLC
Firm CRD 288594 · CA · Reported as state-registered
Registration date: 2020-02-18
- STARDUST WEALTH STRATEGIES
Firm CRD 288595 · CA · Reported as state-registered
Registration date: 2025-07-23
- HERGES CAPITAL MANAGEMENT
Firm CRD 288600 · CA · Reported as state-registered
Registration date: 2017-09-18
- INFLECTION ADVISORS
Firm CRD 288602 · CA · Reported as state-registered
Registration date: 2017-07-14
- LONG GAME FINANCIAL, LLC
Firm CRD 288618 · CA · Reported as state-registered
Registration date: 2020-02-28
- MPE CAPITAL
Firm CRD 288682 · CA · Reported as state-registered
Registration date: 2017-06-26
- AKRISH FINANCIAL ADVISORY
Firm CRD 288700 · CA · Reported as state-registered
Registration date: 2017-06-23
- RENNIE & ASSOCIATES
Firm CRD 288710 · CA · Reported as state-registered
Registration date: 2017-06-23
- BOLT WEALTH MANAGEMENT LLC
Firm CRD 288717 · CA · Reported as state-registered
Registration date: 2017-06-13
- AMBROSIA HERB TEA, LLC
Firm CRD 288737 · CA · Reported as state-registered
Registration date: 2017-08-31
- M2 CAPITAL ADVISORS
Firm CRD 288829 · CA · Reported as state-registered
Registration date: 2017-06-23
- KETWICH CAPITAL LLC
Firm CRD 288832 · CA · Reported as state-registered
Registration date: 2017-07-26
- CLEARBRIDGE FINANCIAL
Firm CRD 288838 · CA · Reported as state-registered
Registration date: 2017-08-25
- SAGEPOINTE ADVISORS LLC
Firm CRD 288883 · CA · Reported as state-registered
Registration date: 2017-07-19
- INTEGRATED CAPITAL MANAGEMENT, INC
Firm CRD 288940 · CA · Reported as state-registered
Registration date: 2017-08-09
- HOLTON & KOSANKE WEALTH MANAGEMENT, LLC
Firm CRD 288963 · CA · Reported as state-registered
Registration date: 2020-07-23
- RETIREMENT WEALTH CENTER INC
Firm CRD 288964 · CA · Reported as state-registered
Registration date: 2017-07-19