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.
- GROW WITH ME
Firm CRD 299304 · CA · Reported as state-registered
Registration date: 2021-11-23
- JAFAR MANAGEMENT, LLC
Firm CRD 299353 · CA · Reported as state-registered
Registration date: 2022-12-02
- KING FINANCIAL
Firm CRD 299374 · CA · Reported as state-registered
Registration date: 2018-11-28
- EQUINOX WEALTH MANAGEMENT
Firm CRD 299391 · CA · Reported as state-registered
Registration date: 2019-01-15
- BRIGHT WEALTH ADVISORS, LLC
Firm CRD 299434 · CA · Reported as state-registered
Registration date: 2019-03-20
- PLATINUM WEALTH MANAGEMENT, LLC
Firm CRD 299438 · CA · Reported as state-registered
Registration date: 2026-04-29
- SILVERBACK FINANCIAL
Firm CRD 299520 · CA · Reported as state-registered
Registration date: 2018-12-26
- WEALTHPAVER
Firm CRD 299615 · CA · Reported as state-registered
Registration date: 2023-08-30
- DONAHUE FINANCIAL GROUP
Firm CRD 299715 · CA · Reported as state-registered
Registration date: 2019-01-14
- GREALISH INVESTMENT COUNSELING LLC
Firm CRD 299728 · CA · Reported as state-registered
Registration date: 2024-07-19
- PHOENIX INVESTMENT
Firm CRD 299731 · CA · Reported as state-registered
Registration date: 2019-04-23
- CULTURE CAPITAL PARTNERS, LLC
Firm CRD 299797 · CA · Reported as state-registered
Registration date: 2025-02-11
- CGR FINANCIAL
Firm CRD 299833 · CA · Reported as state-registered
Registration date: 2019-01-18
- SOUND INVESTMENT MANAGEMENT, LLC
Firm CRD 299859 · CA · Reported as state-registered
Registration date: 2019-01-18
- US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC
Firm CRD 299885 · CA · Reported as state-registered
Registration date: 2019-03-27
- SHIDOOSH WEALTH MANAGEMENT LLC
Firm CRD 299891 · CA · Reported as state-registered
Registration date: 2019-01-08
- CAYMAN CAPITAL MANAGEMENT, INC.
Firm CRD 299894 · CA · Reported as state-registered
Registration date: 2019-01-11
- MULLANEY FINANCIAL & TAX, INC.
Firm CRD 299906 · CA · Reported as state-registered
Registration date: 2019-01-16
- ENVISION FINANCIAL PLANNING
Firm CRD 299938 · CA · Reported as state-registered
Registration date: 2019-01-18
- TURNBULL FINANCIAL SERVICES LLC
Firm CRD 300015 · CA · Reported as state-registered
Registration date: 2019-01-25
- HAYES HART CPA'S WEALTH MANAGEMENT, INC
Firm CRD 300030 · CA · Reported as state-registered
Registration date: 2019-05-10
- EQUITY ADVISORS, LLC
Firm CRD 300031 · CA · Reported as state-registered
Registration date: 2019-02-08
- BURLINGAME WEALTH MANAGEMENT, LLC
Firm CRD 300041 · CA · Reported as state-registered
Registration date: 2019-01-25
- WEALTH-SOURCE FINANCIAL
Firm CRD 300055 · CA · Reported as state-registered
Registration date: 2019-04-15
- BRIGHTVIEW FINANCIAL SOLUTIONS
Firm CRD 300080 · CA · Reported as state-registered
Registration date: 2019-01-16