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.
- SERENE POINT ADVISORS LLC
Firm CRD 309433 · CA · Reported as state-registered
Registration date: 2023-04-19
- BMMS WEALTH ADVISORY LLC
Firm CRD 309479 · CA · Reported as state-registered
Registration date: 2023-05-26
- ALLMERITS ASSET, LLC
Firm CRD 309523 · CA · Reported as state-registered
Registration date: 2020-08-31
- HAWK CAPITAL WEALTH MANAGEMENT LLC
Firm CRD 309556 · CA · Reported as state-registered
Registration date: 2020-07-16
- DARKHORSE ADVISOR
Firm CRD 309558 · CA · Reported as state-registered
Registration date: 2020-06-25
- FIDUCIA WEALTH MANAGEMENT
Firm CRD 309571 · CA · Reported as state-registered
Registration date: 2020-07-27
- ANALOG CAPITAL PARTNERS LLC
Firm CRD 309636 · CA · Reported as state-registered
Registration date: 2022-01-01
- CREATE, LLC
Firm CRD 309648 · CA · Reported as state-registered
Registration date: 2022-01-13
- ALLSTREET WEALTH
Firm CRD 309689 · CA · Reported as state-registered
Registration date: 2023-09-08
- HUMANE INVESTING, LLC.
Firm CRD 309690 · CA · Reported as state-registered
Registration date: 2023-02-09
- WEALTH MANAGEMENT ADVISORS RIA, INC.
Firm CRD 309694 · CA · Reported as state-registered
Registration date: 2022-07-22
- TRUE WORTH FINANCIAL PLANNING LLC
Firm CRD 309744 · CA · Reported as state-registered
Registration date: 2020-07-16
- CHANAKYA BUSINESS VENTURES LLC
Firm CRD 309886 · CA · Reported as state-registered
Registration date: 2021-12-03
- QUINLEY STEWARDSHIP LLC
Firm CRD 309888 · CA · Reported as state-registered
Registration date: 2021-01-01
- CROSS BORDER WEALTH ADVISORS
Firm CRD 309890 · CA · Reported as state-registered
Registration date: 2021-03-04
- QTR CAPITAL MANAGEMENT LLC
Firm CRD 309906 · CA · Reported as state-registered
Registration date: 2020-09-17
- ACTUARIAL DIRECT LLC
Firm CRD 309970 · CA · Reported as state-registered
Registration date: 2021-01-01
- IRONCREST CAPITAL MANAGEMENT LLC
Firm CRD 310022 · CA · Reported as state-registered
Registration date: 2021-03-12
- CREATE YOUR PATH LLC
Firm CRD 310062 · CA · Reported as state-registered
Registration date: 2020-08-13
- THE TIDES GROUP
Firm CRD 310110 · CA · Reported as state-registered
Registration date: 2020-11-12
- UNIQUE INVESTMENT ADVISORS, LLC
Firm CRD 310170 · CA · Reported as state-registered
Registration date: 2020-10-09
- REEVES, JAMES, TOWNSEND
Firm CRD 310178 · CA · Reported as state-registered
Registration date: 2020-08-21
- FINANCIAL INTERNATIONAL
Firm CRD 310192 · CA · Reported as state-registered
Registration date: 2019-09-16
- BIRCHWOOD CAPITAL
Firm CRD 310219 · CA · Reported as state-registered
Registration date: 2020-10-01
- THE RAFFIN GROUP LLC
Firm CRD 310270 · CA · Reported as state-registered
Registration date: 2020-09-09