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.
- SODIUM ADVISORS INC.
Firm CRD 300087 · CA · Reported as state-registered
Registration date: 2019-03-04
- PVB WEALTH MANAGEMENT, LLC
Firm CRD 300092 · CA · Reported as state-registered
Registration date: 2019-01-28
- SIMPLICITY WEALTH MANAGEMENT
Firm CRD 300112 · CA · Reported as state-registered
Registration date: 2021-11-30
- MB BLUE GP LLC
Firm CRD 300176 · CA · Reported as state-registered
Registration date: 2019-02-21
- MONEY TRUTH STRATEGIC PLANNING
Firm CRD 300191 · CA · Reported as state-registered
Registration date: 2019-07-08
- LSL FINANCIAL SERVICES, LLC
Firm CRD 300221 · CA · Reported as state-registered
Registration date: 2019-03-21
- BRAZIEL & ASSOCIATES, LLC
Firm CRD 300233 · CA · Reported as state-registered
Registration date: 2019-03-07
- HIGHPOINTE WEALTH
Firm CRD 300247 · CA · Reported as state-registered
Registration date: 2019-02-08
- OLYMPIA WEALTH MANAGEMENT
Firm CRD 300261 · CA · Reported as state-registered
Registration date: 2019-03-28
- ATTLEE CAPITAL LLC
Firm CRD 300272 · CA · Reported as state-registered
Registration date: 2019-02-06
- DARBY WEALTH PLANNING LLC
Firm CRD 300291 · CA · Reported as state-registered
Registration date: 2019-03-21
- AMBASTHA FINANCIAL LLC
Firm CRD 300294 · CA · Reported as state-registered
Registration date: 2019-03-28
- HOLISTIC-SOLUTIONS
Firm CRD 300370 · CA · Reported as state-registered
Registration date: 2020-01-02
- BLUEREEF CAPITAL
Firm CRD 300405 · CA · Reported as state-registered
Registration date: 2019-05-24
- HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.
Firm CRD 300408 · CA · Reported as state-registered
Registration date: 2019-11-14
- INTERVAL CAPITAL MANAGEMENT, LLC
Firm CRD 300411 · CA · Reported as state-registered
Registration date: 2019-02-22
- OLSON CONSULTING LLC
Firm CRD 300445 · CA · Reported as state-registered
Registration date: 2025-05-15
- CAPITAL RISK
Firm CRD 300480 · CA · Reported as state-registered
Registration date: 2023-02-03
- MONROE WEALTH MANAGEMENT LLC
Firm CRD 300513 · CA · Reported as state-registered
Registration date: 2019-04-11
- TEMPUS PECUNIA
Firm CRD 300566 · CA · Reported as state-registered
Registration date: 2019-03-27
- FORTHRIGHT FINANCES LLC
Firm CRD 300569 · CA · Reported as state-registered
Registration date: 2019-03-27
- ELEVATION FINANCIAL LLC
Firm CRD 300573 · CA · Reported as state-registered
Registration date: 2021-12-03
- OUTPOST ADVISORS, LLC
Firm CRD 300602 · CA · Reported as state-registered
Registration date: 2021-09-21
- MEREDITH DEKKER FINANCIAL SERVICES, LLC
Firm CRD 300641 · CA · Reported as state-registered
Registration date: 2025-01-31
- WHITESWAN TRADING CORPORATION
Firm CRD 300671 · CA · Reported as state-registered
Registration date: 2020-04-24