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.
- KEVIN P. MCGUAN, LLC
Firm CRD 291342 · CA · Reported as state-registered
Registration date: 2018-02-08
- UPLIFT INVESTING, INC
Firm CRD 291364 · CA · Reported as state-registered
Registration date: 2018-02-06
- HOODOO
Firm CRD 291372 · CA · Reported as state-registered
Registration date: 2019-01-30
- PDE WEALTH ADVISORS, LLC
Firm CRD 291373 · CA · Reported as state-registered
Registration date: 2018-01-16
- LANES WEALTH MANAGEMENT LLC
Firm CRD 291381 · CA · Reported as state-registered
Registration date: 2018-01-17
- MEDDENT SOLUTIONS
Firm CRD 291399 · CA · Reported as state-registered
Registration date: 2024-02-13
- CARAPACE FINANCIAL ADVISORS LLC
Firm CRD 291404 · CA · Reported as state-registered
Registration date: 2023-01-11
- M STEVENS WEALTH ADVISORS, LLC
Firm CRD 291482 · CA · Reported as state-registered
Registration date: 2018-03-28
- IRONTREE WEALTH MANAGEMENT, INC.
Firm CRD 291515 · CA · Reported as state-registered
Registration date: 2018-04-30
- KCLLC
Firm CRD 291522 · CA · Reported as state-registered
Registration date: 2018-02-14
- ZEN TRADING LLC
Firm CRD 291545 · CA · Reported as state-registered
Registration date: 2018-03-07
- T.I.P.S. 4 REPS
Firm CRD 291568 · CA · Reported as state-registered
Registration date: 2025-07-03
- BLUEPRINT INVESTMENTS AND TAX PLANNING
Firm CRD 291591 · CA · Reported as state-registered
Registration date: 2018-09-10
- WRW WEALTH ADVISORS
Firm CRD 291611 · CA · Reported as state-registered
Registration date: 2025-02-05
- FSG FINANCIAL SERVICES, INC.
Firm CRD 291629 · CA · Reported as state-registered
Registration date: 2018-04-20
- WEBB FINANCIAL GROUP
Firm CRD 291638 · CA · Reported as state-registered
Registration date: 2018-01-19
- LIFELONG WEALTH MANAGEMENT GROUP, LLC
Firm CRD 291661 · CA · Reported as state-registered
Registration date: 2018-07-31
- GREYFIELD CAPITAL MANAGEMENT LLC
Firm CRD 291698 · CA · Reported as state-registered
Registration date: 2024-02-05
- CONCORDIA INVESTMENT ADVISORS, LLC
Firm CRD 291775 · CA · Reported as state-registered
Registration date: 2018-01-23
- THE TABLE FINANCIAL PLANNING LLC
Firm CRD 291812 · CA · Reported as state-registered
Registration date: 2022-04-08
- VECTOR FINANCIAL SOLUTIONS, INC.
Firm CRD 291895 · CA · Reported as state-registered
Registration date: 2020-05-21
- COMPASS CAPITAL INVESTMENTS LLC
Firm CRD 291911 · CA · Reported as state-registered
Registration date: 2018-08-10
- LINDSEY FINANCIAL, INC.
Firm CRD 291971 · CA · Reported as state-registered
Registration date: 2018-08-20
- OPTIMIST CAPITAL
Firm CRD 292023 · CA · Reported as state-registered
Registration date: 2019-07-25
- THE FOUNDATION WEALTH MANAGEMENT, LLC
Firm CRD 292093 · CA · Reported as state-registered
Registration date: 2018-04-13