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.
- EDDY FINANCIAL, LLC
Firm CRD 290208 · CA · Reported as state-registered
Registration date: 2018-02-15
- PEACEFUL ADVISORS LLC
Firm CRD 290238 · CA · Reported as state-registered
Registration date: 2017-11-03
- AG WEALTH MANAGEMENT, PLLC
Firm CRD 290273 · CA · Reported as state-registered
Registration date: 2026-01-16
- BLACK CARD CIRCLE
Firm CRD 290342 · CA · Reported as state-registered
Registration date: 2018-01-08
- SYNDICATED CAPITAL, INC.
Firm CRD 29037 · CA · Reported as state-registered
Registration date: 2009-06-18
- INSIDEOUT WEALTH STRATEGIES, LLC
Firm CRD 290389 · CA · Reported as state-registered
Registration date: 2018-01-19
- FAMILY RETIREMENT LLC
Firm CRD 290423 · CA · Reported as state-registered
Registration date: 2025-10-06
- MOUNTAIN VISTA WEALTH MANAGEMENT
Firm CRD 290456 · CA · Reported as state-registered
Registration date: 2019-01-10
- AMERICAN VISION ADVISORS LLC
Firm CRD 290457 · CA · Reported as state-registered
Registration date: 2017-11-30
- 10 WEST ADVISORS, INC.
Firm CRD 290598 · CA · Reported as state-registered
Registration date: 2017-11-14
- MURPHY INVESTMENT ADVISORS, INC.
Firm CRD 290611 · CA · Reported as state-registered
Registration date: 2018-01-03
- FAVRILE FINANCIAL
Firm CRD 290620 · CA · Reported as state-registered
Registration date: 2017-12-15
- K.W. ANDERSEN INVESTMENT GROUP, LLC
Firm CRD 290645 · CA · Reported as state-registered
Registration date: 2025-08-29
- TRAILHEAD PACIFIC, LLC
Firm CRD 290747 · CA · Reported as state-registered
Registration date: 2018-04-12
- PORTSEA INVESTMENTS, INC.
Firm CRD 290898 · CA · Reported as state-registered
Registration date: 2018-01-03
- TECHVIEW WEALTH ADVISORS LLC
Firm CRD 290930 · CA · Reported as state-registered
Registration date: 2018-02-07
- SILVEROAK INVESTMENTS, LLC
Firm CRD 290935 · CA · Reported as state-registered
Registration date: 2024-03-19
- 56 CAPITAL PARTNERS, LTD
Firm CRD 290938 · CA · Reported as state-registered
Registration date: 2022-06-21
- LHA CAPITAL PARTNERS
Firm CRD 290980 · CA · Reported as state-registered
Registration date: 2020-03-13
- TOWNSEND FINANCIAL
Firm CRD 291000 · CA · Reported as state-registered
Registration date: 2020-03-19
- BRIGGS FINANCIAL INC.
Firm CRD 291012 · CA · Reported as state-registered
Registration date: 2022-10-06
- INVESDID
Firm CRD 291031 · CA · Reported as state-registered
Registration date: 2018-02-16
- JH KAUFMAN LLC
Firm CRD 291053 · CA · Reported as state-registered
Registration date: 2018-05-18
- MOSHER FINANCIAL ADVISORS LLC
Firm CRD 291088 · CA · Reported as state-registered
Registration date: 2018-02-06
- WMS FINANCIAL SERVICES
Firm CRD 291291 · CA · Reported as state-registered
Registration date: 2018-03-08