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.
- BUILDING EQUITIES, LLC
Firm CRD 313539 · CA · Reported as state-registered
Registration date: 2021-06-08
- AUSTIN CREEK CAPITAL, LLC
Firm CRD 313554 · CA · Reported as state-registered
Registration date: 2021-04-09
- WAYS INVESTMENT ADVISORS LLC
Firm CRD 313570 · CA · Reported as state-registered
Registration date: 2025-01-13
- D. MOSS WEALTH MANAGEMENT
Firm CRD 313915 · CA · Reported as state-registered
Registration date: 2021-05-05
- GREATER GOOD FINANCIAL
Firm CRD 313918 · CA · Reported as state-registered
Registration date: 2021-09-10
- KAYLIN DILLON FINANCIAL PLANNING
Firm CRD 313944 · CA · Reported as state-registered
Registration date: 2024-04-08
- 1823 WEALTH MANAGEMENT LLC
Firm CRD 314022 · CA · Reported as state-registered
Registration date: 2023-09-18
- TUSHAUS WEALTH MANAGEMENT
Firm CRD 314067 · CA · Reported as state-registered
Registration date: 2021-06-22
- GRANDVA CAPITAL LLC
Firm CRD 314110 · CA · Reported as state-registered
Registration date: 2021-06-08
- CADENZA FINANCIAL PLANNING
Firm CRD 314193 · CA · Reported as state-registered
Registration date: 2024-03-01
- SNAKE RIVER INVESTMENT COUNSEL LLC
Firm CRD 314200 · CA · Reported as state-registered
Registration date: 2022-05-24
- STEWARD INC.
Firm CRD 314340 · CA · Reported as state-registered
Registration date: 2025-01-08
- VERITAS FINANCIAL CONSULTING LLC
Firm CRD 314363 · CA · Reported as state-registered
Registration date: 2021-07-19
- FARM GIRL CAPITAL LLC
Firm CRD 314384 · CA · Reported as state-registered
Registration date: 2021-05-14
- TIGER MOUNTAIN CAPITAL
Firm CRD 314404 · CA · Reported as state-registered
Registration date: 2021-09-09
- THRIVE PORTFOLIOS
Firm CRD 314414 · CA · Reported as state-registered
Registration date: 2021-06-15
- INGEN STRATEGIES, LLC
Firm CRD 314588 · CA · Reported as state-registered
Registration date: 2021-12-07
- PROMETHEUS FINANCIAL ADVISORS, LLC
Firm CRD 314653 · CA · Reported as state-registered
Registration date: 2023-02-17
- MI4 CAPITAL, LLC
Firm CRD 314658 · CA · Reported as state-registered
Registration date: 2025-03-10
- BOULEVARD INVESTMENT MANAGEMENT LLC
Firm CRD 314665 · CA · Reported as state-registered
Registration date: 2021-07-21
- BMCM FINANCE
Firm CRD 314711 · CA · Reported as state-registered
Registration date: 2021-10-07
- BLUEWATER WEALTH MANAGEMENT, LLC
Firm CRD 314725 · CA · Reported as state-registered
Registration date: 2021-06-14
- LUSKIN FINANCIAL PLANNING
Firm CRD 314744 · CA · Reported as state-registered
Registration date: 2021-07-12
- CDB ADVISORY & CONSULTING
Firm CRD 314797 · CA · Reported as state-registered
Registration date: 2021-09-23
- POWERING YOUR RETIREMENT
Firm CRD 314812 · CA · Reported as state-registered
Registration date: 2021-07-14