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.
- JD FINANCIAL FITNESS LLC
Firm CRD 304711 · CA · Reported as state-registered
Registration date: 2019-07-19
- GAMA WEALTH MANAGEMENT, LLC
Firm CRD 304755 · CA · Reported as state-registered
Registration date: 2020-01-07
- QUALIFIED PLANNING
Firm CRD 304788 · CA · Reported as state-registered
Registration date: 2019-10-18
- TAXDUDE FINANCIAL ADVISOR
Firm CRD 304802 · CA · Reported as state-registered
Registration date: 2019-09-05
- CONCERT FINANCIAL PLANNING, LLC
Firm CRD 304831 · CA · Reported as state-registered
Registration date: 2026-01-01
- ELEMENTAL WEALTH ADVISORS, LLC
Firm CRD 304854 · CA · Reported as state-registered
Registration date: 2019-09-06
- CAMPOS FINANCIAL
Firm CRD 304860 · CA · Reported as state-registered
Registration date: 2022-06-20
- ANEUVIA CAPITAL
Firm CRD 304904 · CA · Reported as state-registered
Registration date: 2020-01-02
- MATHEWS CAPITAL MANAGEMENT
Firm CRD 304909 · CA · Reported as state-registered
Registration date: 2019-09-27
- ARENA ADVISORS LLC
Firm CRD 304955 · CA · Reported as state-registered
Registration date: 2026-01-01
- AEGIS ASSET MANAGEMENT, INC.
Firm CRD 305008 · CA · Reported as state-registered
Registration date: 2019-10-04
- EDGEHELM FINANCIAL
Firm CRD 305015 · CA · Reported as state-registered
Registration date: 2023-06-26
- BILLFOLD BUDGET COUNSELING
Firm CRD 305073 · CA · Reported as state-registered
Registration date: 2019-09-11
- AFZALI INVESTMENTS, LLC
Firm CRD 305104 · CA · Reported as state-registered
Registration date: 2019-09-12
- JOSHI CAPITAL MANAGEMENT, LLC
Firm CRD 305116 · CA · Reported as state-registered
Registration date: 2022-04-15
- ALDABRA CAPITAL MANAGEMENT
Firm CRD 305141 · CA · Reported as state-registered
Registration date: 2020-01-27
- COLSARA NATIONAL WEALTH MANAGEMENT LLC
Firm CRD 305167 · CA · Reported as state-registered
Registration date: 2020-02-06
- OLD VINE CAPITAL
Firm CRD 305172 · CA · Reported as state-registered
Registration date: 2019-11-07
- GRANITE WEALTH ADVISORS
Firm CRD 305179 · CA · Reported as state-registered
Registration date: 2020-01-03
- QUIVER FINANCIAL HOLDINGS LLC
Firm CRD 305224 · CA · Reported as state-registered
Registration date: 2020-03-30
- MISSION RETIREMENT CONSULTING, INC.
Firm CRD 305259 · CA · Reported as state-registered
Registration date: 2019-10-10
- FINANCIAL SYNERGISTICS GROUP, INC.
Firm CRD 305267 · CA · Reported as state-registered
Registration date: 2019-09-19
- FINANCIAL EQUATIONS ADVISORS, INC.
Firm CRD 305295 · CA · Reported as state-registered
Registration date: 2020-07-02
- ANACAPA FINANCIAL, LLC
Firm CRD 305365 · CA · Reported as state-registered
Registration date: 2019-10-28
- HAPPYRICH CAPITAL
Firm CRD 305410 · CA · Reported as state-registered
Registration date: 2026-01-12