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.
- GUPTA PARTNERSHIP
Firm CRD 297012 · CA · Reported as state-registered
Registration date: 2018-07-05
- FORTITUDE WEALTH MANAGEMENT L.L.C.
Firm CRD 297013 · CA · Reported as state-registered
Registration date: 2018-06-06
- CRAWFORD CAPITAL, LLC
Firm CRD 297020 · CA · Reported as state-registered
Registration date: 2018-11-14
- TAN WEALTH MANAGEMENT
Firm CRD 297062 · CA · Reported as state-registered
Registration date: 2018-06-20
- BRAY FINANCIAL ADVISORS LLC
Firm CRD 297117 · CA · Reported as state-registered
Registration date: 2018-06-26
- ARCHER ROW ADVISORY
Firm CRD 297118 · CA · Reported as state-registered
Registration date: 2018-06-25
- REFRESH INVESTMENTS
Firm CRD 297146 · CA · Reported as state-registered
Registration date: 2018-07-02
- LIGHT CAPITAL MANAGEMENT LLC
Firm CRD 297161 · CA · Reported as state-registered
Registration date: 2018-07-13
- SCHULER CAPITAL MANAGEMENT LLC
Firm CRD 297190 · CA · Reported as state-registered
Registration date: 2018-08-09
- TEN TALENTS FINANCIAL PLANNING LLC
Firm CRD 297195 · CA · Reported as state-registered
Registration date: 2018-08-13
- CORTINA CAPITAL, LLC
Firm CRD 297218 · CA · Reported as state-registered
Registration date: 2018-07-12
- KUBER INVESTMENTS
Firm CRD 297229 · CA · Reported as state-registered
Registration date: 2018-06-26
- CONSCIOUS INVESTMENT SERVICES, LLC
Firm CRD 297231 · CA · Reported as state-registered
Registration date: 2018-07-11
- PETERKIN FINANCIAL, LLC
Firm CRD 297241 · CA · Reported as state-registered
Registration date: 2022-09-12
- CAPITAL V GROUP LLC
Firm CRD 297266 · CA · Reported as state-registered
Registration date: 2019-03-05
- REDEFINE FINANCIAL
Firm CRD 297277 · CA · Reported as state-registered
Registration date: 2018-08-13
- CABILDO CAPITAL LLC
Firm CRD 297330 · CA · Reported as state-registered
Registration date: 2020-11-12
- KISIN WEALTH MANAGEMENT LLC
Firm CRD 297363 · CA · Reported as state-registered
Registration date: 2018-06-27
- ENCOVER PERSONAL FINANCE
Firm CRD 297367 · CA · Reported as state-registered
Registration date: 2018-09-19
- ADVIZE WEALTH MANAGEMENT
Firm CRD 297380 · CA · Reported as state-registered
Registration date: 2021-01-14
- ON THE TRAIL FINANCIAL PLANNING, LLC
Firm CRD 297393 · CA · Reported as state-registered
Registration date: 2018-07-20
- JAVA WEALTH PLANNING
Firm CRD 297416 · CA · Reported as state-registered
Registration date: 2021-03-29
- EAGLES COAST WEALTH MANAGEMENT, LLC
Firm CRD 297423 · CA · Reported as state-registered
Registration date: 2024-05-24
- LUCENT WEALTH PLANNING, LLC
Firm CRD 297447 · CA · Reported as state-registered
Registration date: 2018-07-27
- MADANAT FINANCIAL SERVICES
Firm CRD 297452 · CA · Reported as state-registered
Registration date: 2018-06-27