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.
- HANCOCK WEALTH ADVISORY
Firm CRD 119554 · CA · Reported as state-registered
Registration date: 2002-09-20
- AB HHELIO ASSOCIATES, INC.
Firm CRD 119567 · CA · Reported as state-registered
Registration date: 1997-09-15
- HILLTOP ADVISORS, LLC
Firm CRD 119584 · CA · Reported as state-registered
Registration date: 2025-06-20
- GLATT AND ASSOCIATES, LLC
Firm CRD 119628 · CA · Reported as state-registered
Registration date: 2019-01-16
- MAINLAND FINANCIAL
Firm CRD 119667 · CA · Reported as state-registered
Registration date: 2001-05-02
- JAMES P. HANSON ACCOUNTANCY CORPORATION
Firm CRD 119727 · CA · Reported as state-registered
Registration date: 1994-09-15
- REDWOOD FINANCIAL ADVISORS, INC
Firm CRD 119798 · CA · Reported as state-registered
Registration date: 1997-10-09
- ASSET SOLUTIONS
Firm CRD 120017 · CA · Reported as state-registered
Registration date: 2004-07-01
- POWER INVESTING
Firm CRD 120040 · CA · Reported as state-registered
Registration date: 1997-04-15
- SOARES FINANCIAL, INC.
Firm CRD 120056 · CA · Reported as state-registered
Registration date: 2002-06-03
- T.M. MURPHY INVESTMENT MANAGEMENT, INC.
Firm CRD 120132 · CA · Reported as state-registered
Registration date: 1995-07-18
- ABUNDA FINANCIAL, LLC
Firm CRD 120177 · CA · Reported as state-registered
Registration date: 2012-06-18
- STELLAR FINANCIAL PLANNING
Firm CRD 120284 · CA · Reported as state-registered
Registration date: 1995-12-21
- INTEGRAL FINANCIAL LLC
Firm CRD 120343 · CA · Reported as state-registered
Registration date: 2007-01-01
- MATHEMATICA CAPITAL MANAGEMENT, LLC
Firm CRD 120651 · CA · Reported as state-registered
Registration date: 2010-04-06
- VIOS ASSET MANAGEMENT LLC
Firm CRD 120782 · CA · Reported as state-registered
Registration date: 2002-07-18
- CARION DOTY ADVISORS LLC
Firm CRD 120866 · CA · Reported as state-registered
Registration date: 2002-07-19
- SENSIBLE PORTFOLIOS, LLC
Firm CRD 121045 · CA · Reported as state-registered
Registration date: 2007-07-17
- MCNALLY FINANCIAL SERVICES CORPORATION
Firm CRD 121196 · CA · Reported as state-registered
Registration date: 2009-11-09
- MCCLURE INVESTMENT MANAGEMENT, LLC
Firm CRD 121205 · CA · Reported as state-registered
Registration date: 2001-04-23
- SCARSDALE INVESTMENT GROUP, LTD.
Firm CRD 121206 · CA · Reported as state-registered
Registration date: 2012-06-05
- BERKELEY INVESTMENT ADVISORS
Firm CRD 121223 · CA · Reported as state-registered
Registration date: 2002-08-15
- 4LB INVESTMENTS, LLC
Firm CRD 121244 · CA · Reported as state-registered
Registration date: 2002-08-07
- COHNREZNICK WEALTH MANAGEMENT LLC
Firm CRD 121519 · CA · Reported as state-registered
Registration date: 2009-08-31
- FIRESIDE FINANCIAL PLANNING, INC.
Firm CRD 121784 · CA · Reported as state-registered
Registration date: 1992-02-03