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.
- NEW PHASE FINANCIAL
Firm CRD 316248 · CA · Reported as state-registered
Registration date: 2021-09-20
- PASHMAN FINANCIAL LLC
Firm CRD 316253 · CA · Reported as state-registered
Registration date: 2021-09-10
- EAGLE INVESTORS LLC
Firm CRD 316259 · CA · Reported as state-registered
Registration date: 2024-03-08
- BOLD VISION FINANCIAL
Firm CRD 316268 · CA · Reported as state-registered
Registration date: 2026-09-24
- SPARK FINANCIALS LLC
Firm CRD 316349 · CA · Reported as state-registered
Registration date: 2022-02-09
- BRENNAN CAPITAL MANAGEMENT LLC
Firm CRD 316432 · CA · Reported as state-registered
Registration date: 2024-01-01
- CENTURION FINANCIAL STRATEGIES LLC
Firm CRD 316454 · CA · Reported as state-registered
Registration date: 2023-03-23
- DELTA CAPITAL INVESTMENTS, LLC
Firm CRD 316458 · CA · Reported as state-registered
Registration date: 2022-05-18
- DONNELLY INVESTMENTS
Firm CRD 316460 · CA · Reported as state-registered
Registration date: 2022-07-27
- DESTEFANO WEALTH MANAGEMENT
Firm CRD 316484 · CA · Reported as state-registered
Registration date: 2021-11-02
- BRIDGE THE GAP RETIREMENT PLANNERS
Firm CRD 316508 · CA · Reported as state-registered
Registration date: 2021-09-21
- FORWARD FINANCIAL LLC
Firm CRD 316517 · CA · Reported as state-registered
Registration date: 2021-11-09
- KINGDOM CAPITAL ADVISORS, LLC
Firm CRD 316530 · CA · Reported as state-registered
Registration date: 2024-05-29
- CONKLIN SHURE FINANCIAL
Firm CRD 316605 · CA · Reported as state-registered
Registration date: 2024-09-19
- ALPHAPLUS WEALTH MANAGEMENT LLC
Firm CRD 316620 · CA · Reported as state-registered
Registration date: 2026-07-23
- PFL PARTNERS LLC
Firm CRD 316661 · CA · Reported as state-registered
Registration date: 2021-12-10
- XINDE ASSET MANAGEMENT LIMITED
Firm CRD 316667 · CA · Reported as state-registered
Registration date: 2022-05-04
- BALLASTER FINANCIAL
Firm CRD 316668 · CA · Reported as state-registered
Registration date: 2023-05-15
- AMARAL FINANCIAL PLANNING
Firm CRD 316681 · CA · Reported as state-registered
Registration date: 2021-10-15
- SPEARHEAD ADVISORS, LLC
Firm CRD 316684 · CA · Reported as state-registered
Registration date: 2021-11-02
- HELM INVESTMENT
Firm CRD 316688 · CA · Reported as state-registered
Registration date: 2021-10-21
- FAVOR WEALTH ADVISORS, LLC
Firm CRD 316705 · CA · Reported as state-registered
Registration date: 2022-05-03
- CREATE MY WEALTH LLC
Firm CRD 316717 · CA · Reported as state-registered
Registration date: 2021-11-01
- JULIUS WEALTH ADVISORS, LLC
Firm CRD 316741 · CA · Reported as state-registered
Registration date: 2024-04-23
- TRUE EQUITY WEALTH MANAGEMENT LLC
Firm CRD 316790 · CA · Reported as state-registered
Registration date: 2024-06-05