financial-advisory in California

3418 listed in this state. 3415 meet the license evidence bar. This category page is indexed.

Connecticut eLicense businesses. Issuing source: Connecticut Department of Consumer Protection. Official record: https://data.ct.gov/d/ngch-56tr.

California child care centers. Issuing source: California Department of Social Services. Official record: https://data.ca.gov/dataset/community-care-licensing-facilities.

Connecticut professional firms. Issuing source: Connecticut Department of Consumer Protection. Official record: https://data.ct.gov/d/ngch-56tr.

Florida architecture firms. Issuing source: Florida Department of Business and Professional Regulation. Official record: https://www2.myfloridalicense.com/architecture-and-interior-design/public-records/.

Florida CPA firms. Issuing source: Florida Department of Business and Professional Regulation. Official record: https://www2.myfloridalicense.com/certified-public-accounting/public-records/.

Delaware business licenses. Issuing source: Delaware Department of Finance, Division of Revenue. Official record: https://data.delaware.gov/d/5zy2-grhr.

Los Angeles active businesses. Issuing source: City of Los Angeles. Official record: https://data.lacity.org/d/6rrh-rzua.

Seattle business licenses. Issuing source: City of Seattle. Official record: https://data.seattle.gov/d/wnbq-64tb.

Iowa insurance producer and adjuster firms. Issuing source: Iowa Insurance Division. Official record: https://data.iowa.gov/catalog/dataset/668. Contains data from the Iowa Insurance Division, licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).

Iowa licensed insurance companies. Issuing source: Iowa Insurance Division. Official record: https://data.iowa.gov/catalog/dataset/667. Contains data from the Iowa Insurance Division, licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).

Iowa retail sales permit holders. Issuing source: Iowa Department of Revenue. Official record: https://data.iowa.gov/catalog/dataset/723. Contains data from the Iowa Department of Revenue, Tax Research Bureau, licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).

Delaware asbestos abatement contractors. Issuing source: Delaware Division of Facilities Management. Official record: https://data.delaware.gov/d/f677-ahd9.

CMS healthcare facilities. Issuing source: Centers for Medicare & Medicaid Services. Official record: https://data.cms.gov/provider-data/about/program-overview.

Loaded ct, ca-child, ct-firm, fl-arch, fl-cpa, fl-contractor, us-sam, de, co-liquor, co-denver, tx-hhsc, tx-hotel, tx-sales, la-business, sea-business, nyc-child, mke-liquor, bos-board, bos-food, dc-bbl, nola-business, mpls-liquor, balt-liquor, ct-nursing, ct-alsa, ct-pharmacy, ct-substance, ia-insurance, ia-insurer, ia-preneed, ia-pharmacy, ia-assisted, ia-sales, dc-abca, hfd-food, de-wastewater, de-asbestos, cms-facility, ct-child, ct-auto, co-child, de-child.

File rows: 1363237. Listed businesses: 667214. Rows not listed: 696023. As of: each business shows the file date. A license is not a ranking, and payment does not change a record.

WESTSIDE WAY INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002672458-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WESTWOOD WEALTH MANAGEMENT
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003495369-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WHISPER ADVISORS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003277602-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WHITE BUTTERFLY INVESTMENTS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003508480-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WHITEHAWK CAPITAL PARTNERS, LP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003439427-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WHITTIER TRUST COMPANY
License status: active. License type: Portfolio Management and Investment Advice. License number: 0003496112-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WIDE BUSINESS SYSTEMS, INC.
License status: active. License type: Investment bankers & securities dealers. License number: 0003354580-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WILBUR INVESTMENTS INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002656116-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WILD HORSE LABS INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002944588-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WILDWOOD ELEMENTARY SCHOOL INC.
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002692292-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WILLCORE CORPORATION
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003132541-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WILLIAM BLAIR & COMPANY, L.L.C.
License status: active. License type: Investment Banking and Securities Intermediation. License number: 0003468326-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WILLIAM TANNER/MATT HUMISTON/PETER MAINTAIN
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002508943-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WILLIAMS WEALTH MANAGEMENT INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000787141-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WILMINGTON TRUST NATIONAL ASSOCIATION
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003079493-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WILSHIRE LINE FUND, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002746289-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WILSHIRE PARK ASSOCIATION
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002628650-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WILSHIRE STATION BOOSTERS INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003503853-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WINDSOR MEDIA INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000630582-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WINDWARD CAPITAL MANAGEMENT CO
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000317330-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WINLAM ENTERPRISE LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002976503-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WINNETKA JSD LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003020804-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WINSLOW LLC
License status: active. License type: Investment bankers & securities dealers. License number: 0003161781-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WIRELESS PROFESSIONAL SOLUTIONS
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002526120-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WLB GROUP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003042528-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WLP FINANCIAL SERVICES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000860084-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WOODBURN PROPERTIES LP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003177300-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WORKHOUSE INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002796476-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WORKLIFE VENTURES MANAGEMENT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003323277-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WORLD FINANCIAL GROUP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003523284-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WORLD SERVICES US INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003260925-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WST I LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000614686-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WTCC CONSULTING DREYER EDMOND & ASSOCIATES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003371260-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WYD MANAGEMENT
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003540548-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WYZY GROUP, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002813861-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
XACT LTD LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002881059-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
XUPER HOME LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003306526-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
Y.I. DAMIAN INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003458585-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
Y3 CAPITALS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003174664-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
YCN INVESTMENTS LLC
License status: active. License type: Investment Banking and Securities Intermediation. License number: 0003540492-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
YEAR 15 CAPITAL LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003497152-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
YEHYUN LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002992047-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
YHL INTERNATIONAL INVESTMENTS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002743352-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
YJL HOLDINGS, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002865732-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
YLD WEST LA, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002567563-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
YORK CONSULTING GROUP LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000773685-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
YOUNG SPIKE INVESTMENTS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002869984-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
YSYS FINANCIAL CO INC
License status: active. License type: Commodity contracts dealers. License number: 0002281908-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
YVES ROSE INVESTMENTS LLC
License status: active. License type: Investment bankers & securities dealers. License number: 0003505962-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ZACHARIAS CONSULTING GROUP, INC.
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003201584-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ZEN CENTER OF LOS ANGELES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000265830-0003-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ZERO ZERO TWO LLC
License status: active. License type: Miscellaneous Intermediation. License number: 0003526538-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ZUCKERMAN CAPITAL MANAGEMENT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002473958-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
INTEGRITY FINANCIAL CORPORATION
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003415315-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
STANLEIGH DOMESTIC CORPORATION
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002315801-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WELLS FARGO CLEARING SERVICES LLC
License status: active. License type: Securities brokers. License number: 0000102572-0023-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
MOODY ALDRICH PARTNERS, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003193702-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
1405 NORTH NORMANDIE AVENUE LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003420513-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
40 ACT COMPLIANCE LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003259327-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
4071 MELROSE AVENUE LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003420517-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ANOVA CAPITAL MANAGEMENT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002664518-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ARROWROOT CAPITAL MANAGEMENT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003490210-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
BAMBR LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003219344-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
CARONTE LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002735536-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
FIFTH WALL ASSET MANAGEMENT, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003240867-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
GOLEM PROPERTIES 1, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002735496-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
HOLMBY AVENUE LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002735525-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
KWASI OWUSU BOAKYE & JOSEPH MODESTUS
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003428761-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
LEVIATHAN, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002726448-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
MC CAPITAL ENTERPRISES LLC
License status: active. License type: Securities & commodity exchanges. License number: 0003585200-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
RAHS INVESTMENTS INC.
License status: active. License type: Miscellaneous Financial Investment Activities. License number: 0003513967-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
RBF NL LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003510378-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
TARTARUS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002735534-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
THE KRAKEN, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002735471-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
VENEGAS CAPITAL LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002779909-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WELLS FARGO CLEARING SERVICES LLC
License status: active. License type: Securities brokers. License number: 0002795815-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WELLS FARGO CLEARING SERVICES LLC
License status: active. License type: Securities brokers. License number: 0000102572-0025-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
SENTINEL TRUST COMPANY
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002718447-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
GALLIARD CAPITAL MANAGEMENT INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002330641-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
US BANCORP ASSET MANAGEMENT INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003321405-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
2MANV LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003216200-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
F & A LAND AND INVESTMENT, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002736745-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PG & ASSOCIATES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002965926-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
SALAZAR SERVICES
License status: active. License type: Investment bankers & securities dealers. License number: 0002790141-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
TRIANGLE MANAGEMENT INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002568419-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
TIPO HOLDINGS INC.
License status: active. License type: Portfolio Management and Investment Advice. License number: 0003605981-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
KM TRADING AND LOGISTIC LLC
License status: active. License type: Securities brokers. License number: 0003445138-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
LJB INSURANCE ASSISTANCE SERVICES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003294936-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WEST 34TH LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003573187-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
GRAY CPA CONSULTING PC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002991474-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
H & R BOBBETT ENTERPRISE
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003429745-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
THE ANGOLAN COMMUNITY OF SOUTHER CALIFORNIA
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002447947-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
KROLL, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000591542-0003-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ACACIA FINANCIAL GROUP INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002465322-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
CALAMOS FINANCIAL SERVICES LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002735441-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
BRIDGEPOINT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003463163-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
CBIZ OPERATIONS INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003084716-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
COHEN & STEERS CAPITAL MANAGEMENT, INC.
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003034602-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
COLONY CAPITAL AMC OPCO LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002808512-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
DAIWA CAPITAL MARKETS AMERICA INC
License status: active. License type: Securities brokers. License number: 0003476763-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.