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.
- BABYLON CAPITAL
Firm CRD 288965 · CA · Reported as state-registered
Registration date: 2026-06-02
- CULTIVATE FINANCIAL GROUP LLC
Firm CRD 288980 · CA · Reported as state-registered
Registration date: 2017-08-02
- GUIDE MY FINANCES
Firm CRD 289013 · CA · Reported as state-registered
Registration date: 2017-10-03
- CORLETT FINANCIAL, INC.
Firm CRD 289019 · CA · Reported as state-registered
Registration date: 2017-09-15
- DOWNIE FINANCIAL GROUP
Firm CRD 289066 · CA · Reported as state-registered
Registration date: 2017-07-18
- DL WEALTH MANAGEMENT GROUP
Firm CRD 289085 · CA · Reported as state-registered
Registration date: 2018-01-09
- ADAPTFIRST INVESTMENTS LLC
Firm CRD 289096 · CA · Reported as state-registered
Registration date: 2021-02-23
- STONE OAK CAPITAL, LLC
Firm CRD 289105 · CA · Reported as state-registered
Registration date: 2017-08-18
- WHITE STORK ASSET MANAGEMENT LLC
Firm CRD 289149 · CA · Reported as state-registered
Registration date: 2017-09-07
- BUOYANT FINANCIAL
Firm CRD 289156 · CA · Reported as state-registered
Registration date: 2026-01-20
- DUNHILL & COMPANY, LLC
Firm CRD 289213 · CA · Reported as state-registered
Registration date: 2017-10-18
- HOMEWOOD CAPITAL MANAGEMENT EAST LLC
Firm CRD 289221 · CA · Reported as state-registered
Registration date: 2023-01-26
- SELLECK FINANCIAL GROUP
Firm CRD 289240 · CA · Reported as state-registered
Registration date: 2017-08-09
- DEIMARK CORP
Firm CRD 289280 · CA · Reported as state-registered
Registration date: 2017-09-28
- WILDFLOWER FINANCIAL LLC
Firm CRD 289288 · CA · Reported as state-registered
Registration date: 2017-08-11
- SUSTAIN FINANCIAL INC.
Firm CRD 289303 · CA · Reported as state-registered
Registration date: 2023-10-11
- ARBOR WEALTH MANAGEMENT
Firm CRD 289324 · CA · Reported as state-registered
Registration date: 2017-11-14
- APM WEALTH
Firm CRD 289340 · CA · Reported as state-registered
Registration date: 2023-09-13
- PROSSIMO ADVISORS LLC
Firm CRD 289347 · CA · Reported as state-registered
Registration date: 2018-04-20
- LLG WEALTH MANAGEMENT
Firm CRD 289348 · CA · Reported as state-registered
Registration date: 2017-08-23
- JOSEPH M. PRESTI INVESTMENTS
Firm CRD 289409 · CA · Reported as state-registered
Registration date: 2018-01-12
- ITERO CAPITAL, LLC
Firm CRD 289422 · CA · Reported as state-registered
Registration date: 2017-11-30
- JACK POINT ADVISORS, LLC
Firm CRD 289426 · CA · Reported as state-registered
Registration date: 2024-03-14
- WHALEN FINANCIAL PLANNING
Firm CRD 289431 · CA · Reported as state-registered
Registration date: 2017-09-22
- HILLHURST WEALTH MANAGEMENT LLC
Firm CRD 289433 · CA · Reported as state-registered
Registration date: 2021-01-20