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.
- SCARECROW ADVISORS, LLC
Firm CRD 307469 · CA · Reported as state-registered
Registration date: 2021-02-24
- SAGE PATH SOLUTIONS
Firm CRD 307479 · CA · Reported as state-registered
Registration date: 2020-03-05
- ARC ADVISERS LLC
Firm CRD 307497 · CA · Reported as state-registered
Registration date: 2025-01-02
- KEITH MCBRIDE FINANCIAL SERVICES INC.
Firm CRD 307499 · CA · Reported as state-registered
Registration date: 2020-03-10
- VENDOME CAPITAL MANAGEMENT LLC
Firm CRD 307514 · CA · Reported as state-registered
Registration date: 2020-11-03
- 369 FINANCIAL LLC
Firm CRD 307530 · CA · Reported as state-registered
Registration date: 2026-08-05
- BRIGHTWAY WEALTH PLANNING
Firm CRD 307536 · CA · Reported as state-registered
Registration date: 2020-02-21
- WEALTH CAIRN, LLC
Firm CRD 307622 · CA · Reported as state-registered
Registration date: 2020-04-30
- EUDAIMON WEALTH MANAGEMENT
Firm CRD 307658 · CA · Reported as state-registered
Registration date: 2020-04-30
- GRANITE CAPITAL WEALTH MANAGEMENT LLC
Firm CRD 307670 · CA · Reported as state-registered
Registration date: 2020-04-23
- 86 REPUBLIC, LLC
Firm CRD 307733 · CA · Reported as state-registered
Registration date: 2020-05-21
- FSAQ CAPITAL MANAGEMENT LLC
Firm CRD 307761 · CA · Reported as state-registered
Registration date: 2020-06-05
- BAYNES FINANCIAL LLC
Firm CRD 307768 · CA · Reported as state-registered
Registration date: 2020-04-22
- JACUMEN ASSET MANAGEMENT CORP.
Firm CRD 307809 · CA · Reported as state-registered
Registration date: 2021-01-08
- PURPOSE CAPITAL ADVISORS
Firm CRD 307838 · CA · Reported as state-registered
Registration date: 2021-01-20
- YOAKUM WEALTH MANAGEMENT
Firm CRD 307916 · CA · Reported as state-registered
Registration date: 2020-04-08
- FOCUSED CAPITAL INVESTMENT, LLC
Firm CRD 308029 · CA · Reported as state-registered
Registration date: 2020-06-17
- FIRSTLINE FINANCIAL LLC
Firm CRD 308056 · CA · Reported as state-registered
Registration date: 2020-07-23
- KTE CAPITAL MANAGEMENT, LLC
Firm CRD 308061 · CA · Reported as state-registered
Registration date: 2022-03-30
- AMC WEALTH MANAGEMENT, LLC
Firm CRD 308157 · CA · Reported as state-registered
Registration date: 2025-01-16
- AVANT-GARDE WEALTH
Firm CRD 308170 · CA · Reported as state-registered
Registration date: 2024-11-13
- CLARITY ADVISORS GROUP, INC.
Firm CRD 308324 · CA · Reported as state-registered
Registration date: 2020-09-03
- WHITE ASPEN CAPITAL LLC
Firm CRD 308370 · CA · Reported as state-registered
Registration date: 2020-04-08
- ALDERS FINANCIAL SOLUTIONS
Firm CRD 308385 · CA · Reported as state-registered
Registration date: 2020-07-01
- LAMARQUE ATLAS
Firm CRD 308520 · CA · Reported as state-registered
Registration date: 2020-09-17