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.
- COLVA CAPITAL LLC
Firm CRD 315620 · CA · Reported as state-registered
Registration date: 2021-10-27
- SHUCHA WEALTH MANAGEMENT LLC
Firm CRD 315690 · CA · Reported as state-registered
Registration date: 2021-07-30
- LEE CAPITAL MANAGEMENT #1 LLC
Firm CRD 315693 · CA · Reported as state-registered
Registration date: 2022-01-27
- THE FINANCIAL ARCHITECTS WEALTH MANAGEMENT LLC
Firm CRD 315743 · CA · Reported as state-registered
Registration date: 2021-08-24
- THINK DIFFERENT WEALTH ADVISORS LLC
Firm CRD 315744 · CA · Reported as state-registered
Registration date: 2022-01-11
- STRONGHOLD CAPITAL PARTNERS LLC
Firm CRD 315763 · CA · Reported as state-registered
Registration date: 2021-10-12
- ILIAD WEALTH SOLUTIONS
Firm CRD 315826 · CA · Reported as state-registered
Registration date: 2022-10-14
- BLUEPOINT WEALTH ADVISORS
Firm CRD 315850 · CA · Reported as state-registered
Registration date: 2021-10-07
- FINANCIAL COUNSELING RESOURCES LLC
Firm CRD 315883 · CA · Reported as state-registered
Registration date: 2021-10-06
- GLOBAL WEALTH HARBOR
Firm CRD 315907 · CA · Reported as state-registered
Registration date: 2021-08-31
- RCA WEALTH STRATEGIES LLC
Firm CRD 315915 · CA · Reported as state-registered
Registration date: 2023-05-22
- ALOHA WEALTH PARTNERS
Firm CRD 315961 · CA · Reported as state-registered
Registration date: 2021-09-03
- COPLANNING FINANCIAL LLC
Firm CRD 315970 · CA · Reported as state-registered
Registration date: 2025-03-10
- LYMANWEALTH LLC
Firm CRD 315973 · CA · Reported as state-registered
Registration date: 2025-06-06
- MACFARLANE INVESTORS
Firm CRD 315984 · CA · Reported as state-registered
Registration date: 2025-10-20
- CATEY, INC.
Firm CRD 316011 · CA · Reported as state-registered
Registration date: 2022-07-12
- AMPLIFIED ALPHA
Firm CRD 316022 · CA · Reported as state-registered
Registration date: 2022-02-09
- MCDONALD HARTMAN WEALTH ADVISORS
Firm CRD 316031 · CA · Reported as state-registered
Registration date: 2022-06-30
- EVOLVE WEALTH ADVISORS LP
Firm CRD 316038 · CA · Reported as state-registered
Registration date: 2022-07-05
- THE PLAYBOOK ADVIZOR
Firm CRD 316085 · CA · Reported as state-registered
Registration date: 2021-10-26
- GLOBAL INVESTMENT CAPITAL LLC
Firm CRD 316134 · CA · Reported as state-registered
Registration date: 2021-09-03
- INVESTEDGE PLANNING
Firm CRD 316167 · CA · Reported as state-registered
Registration date: 2021-09-13
- LAGUNA COAST CAPITAL
Firm CRD 316171 · CA · Reported as state-registered
Registration date: 2021-09-21
- MIDWAY PARTNERS CAPITAL MANAGEMENT, LLC
Firm CRD 316180 · CA · Reported as state-registered
Registration date: 2025-02-10
- UNITY WEALTH PARTNERS
Firm CRD 316222 · CA · Reported as state-registered
Registration date: 2026-07-31