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.
- FIREBRAND WEALTH MANAGEMENT, LLC
Firm CRD 292154 · CA · Reported as state-registered
Registration date: 2020-04-13
- THOMAS FRANCIS O'CONNELL
Firm CRD 292181 · CA · Reported as state-registered
Registration date: 2018-06-18
- SLALOM WEALTH MANAGEMENT, LLC
Firm CRD 292207 · CA · Reported as state-registered
Registration date: 2018-03-02
- BOW STREAM INVESTMENTS LLC
Firm CRD 292230 · CA · Reported as state-registered
Registration date: 2018-05-15
- HATHAWAY CAPITAL MANAGEMENT, LLC
Firm CRD 292255 · CA · Reported as state-registered
Registration date: 2018-03-14
- ABUNDANT WEALTH STRATEGIES
Firm CRD 292295 · CA · Reported as state-registered
Registration date: 2022-04-21
- DEVKOTA CAPITAL ADVISORS
Firm CRD 292346 · CA · Reported as state-registered
Registration date: 2018-02-16
- EVOLUTION GLOBAL ADVISORS, LLC
Firm CRD 292350 · CA · Reported as state-registered
Registration date: 2018-05-18
- GCB PRIVATE WEALTH
Firm CRD 292356 · CA · Reported as state-registered
Registration date: 2023-12-11
- BLUE CANYON WEALTH
Firm CRD 292525 · CA · Reported as state-registered
Registration date: 2018-03-06
- HALL FINANCIAL SERVICES, INC
Firm CRD 292580 · CA · Reported as state-registered
Registration date: 2018-03-15
- BRILLIANT FINANCIAL STRATEGIES LLC
Firm CRD 292622 · CA · Reported as state-registered
Registration date: 2018-04-06
- SENTIENT FINANCIAL, LLC
Firm CRD 292766 · CA · Reported as state-registered
Registration date: 2018-03-12
- CHESS FINANCIAL PLANNING LLC
Firm CRD 292777 · CA · Reported as state-registered
Registration date: 2018-03-20
- CORRIGIT CAPITAL GROUP
Firm CRD 292812 · CA · Reported as state-registered
Registration date: 2018-03-30
- PURPOSEFUL STRATEGIC PARTNERS
Firm CRD 292853 · CA · Reported as state-registered
Registration date: 2018-03-08
- RANDAZZO CAPITAL MANAGEMENT, LLC
Firm CRD 292900 · CA · Reported as state-registered
Registration date: 2018-04-20
- ENVEST ASSET MANAGEMENT, LLC
Firm CRD 293134 · CA · Reported as state-registered
Registration date: 2020-06-18
- CALCAGNINI WEALTH MANAGEMENT, LLC
Firm CRD 293164 · CA · Reported as state-registered
Registration date: 2018-10-24
- DESERT FINANCIAL PLANNING
Firm CRD 293185 · CA · Reported as state-registered
Registration date: 2018-03-27
- ADAP TAX FINANCIAL, INC.
Firm CRD 293211 · CA · Reported as state-registered
Registration date: 2018-05-08
- CHISHOLM FINANCIAL PLANNING & INVESTMENTS
Firm CRD 293233 · CA · Reported as state-registered
Registration date: 2018-10-25
- THINK WEALTH, LLC
Firm CRD 293236 · CA · Reported as state-registered
Registration date: 2018-08-16
- INCLINE INVESTMENT ADVISORS, LLC
Firm CRD 293331 · CA · Reported as state-registered
Registration date: 2020-01-02
- BRUMM FINANCIAL SERVICES, LLC
Firm CRD 293353 · CA · Reported as state-registered
Registration date: 2018-03-30