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.
- MEYER FINANCIAL ADVISORS, INC.
Firm CRD 293388 · CA · Reported as state-registered
Registration date: 2018-05-02
- MORTON FINANCIAL ADVICE LLC
Firm CRD 293530 · CA · Reported as state-registered
Registration date: 2021-07-12
- LULA FINANCIAL
Firm CRD 293538 · CA · Reported as state-registered
Registration date: 2018-08-10
- INVESTCRAFT ADVISORS LLC
Firm CRD 293618 · CA · Reported as state-registered
Registration date: 2018-04-30
- SEEN CONSULTING LLC
Firm CRD 293724 · CA · Reported as state-registered
Registration date: 2018-06-08
- N/A
Firm CRD 294031 · CA · Reported as state-registered
Registration date: 2018-09-11
- DIGITAL ASSET INVESTMENT MANAGEMENT
Firm CRD 294098 · CA · Reported as state-registered
Registration date: 2018-05-31
- RETEGY LLC
Firm CRD 294291 · CA · Reported as state-registered
Registration date: 2018-04-18
- MARTIN W. ROSENZVEIG & CO., LLC
Firm CRD 294583 · CA · Reported as state-registered
Registration date: 2018-05-08
- BRUCE MCINDOE & ASSOCIATES, INC.
Firm CRD 294708 · CA · Reported as state-registered
Registration date: 2018-05-17
- ONYX PARTNERS, INCORPORATED
Firm CRD 29474 · CA · Reported as state-registered
Registration date: 1991-10-28
- RKS MANAGEMENT, INC.
Firm CRD 294789 · CA · Reported as state-registered
Registration date: 2018-08-20
- CAPITAL PARTNERS INVESTMENT GROUP
Firm CRD 294889 · CA · Reported as state-registered
Registration date: 2020-05-18
- MILLS FINANCIAL SERVICES LLC
Firm CRD 295175 · CA · Reported as state-registered
Registration date: 2021-01-12
- DESERT WEALTH MANAGEMENT LLC
Firm CRD 295558 · CA · Reported as state-registered
Registration date: 2018-05-22
- PEACHER, INC.
Firm CRD 295662 · CA · Reported as state-registered
Registration date: 2019-09-09
- SYMAN-DEGLER GROUP, LLC
Firm CRD 295679 · CA · Reported as state-registered
Registration date: 2023-08-03
- SUMMIT GATES CAPITAL
Firm CRD 296071 · CA · Reported as state-registered
Registration date: 2018-05-21
- SIMPLIFY FINANCIAL PLANNING
Firm CRD 296175 · CA · Reported as state-registered
Registration date: 2018-05-23
- TRILLIUM SQUARE ADVISORS LLC
Firm CRD 296487 · CA · Reported as state-registered
Registration date: 2021-03-23
- GREEN VISTA ASSET MANAGEMENT LLC
Firm CRD 296855 · CA · Reported as state-registered
Registration date: 2023-09-11
- BASELINE INVESTMENTS, LLC
Firm CRD 296898 · CA · Reported as state-registered
Registration date: 2024-01-23
- DOUBLE SPRINGS CAPITAL LLC
Firm CRD 296927 · CA · Reported as state-registered
Registration date: 2018-06-04
- PLACERA CAPITAL MANAGEMENT LLC
Firm CRD 296936 · CA · Reported as state-registered
Registration date: 2020-07-01
- NEXT LEVEL WEALTH MANAGEMENT, LLC
Firm CRD 296982 · CA · Reported as state-registered
Registration date: 2018-06-25