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.
1,992 published state registrations on 1,992 distinct firm CRDs.
- BARTON CREEK ADVISORS, LLC
Firm CRD 130994 · TX · Reported as state-registered
Registration date: 2004-10-22
- HERITAGE FINANCIAL SOLUTIONS, LLC
Firm CRD 131008 · TX · Reported as state-registered
Registration date: 2023-08-30
- GADIRAJU, RAJU
Firm CRD 131086 · TX · Reported as state-registered
Registration date: 2004-07-28
- SPRINGWOOD FINANCIAL ADVISORS
Firm CRD 131190 · TX · Reported as state-registered
Registration date: 2004-06-29
- TEXAS INSTITUTIONAL INVESTMENT MANAGEMENT, LLC
Firm CRD 131300 · TX · Reported as state-registered
Registration date: 2004-04-29
- FERGUSON FINANCIAL PLANNING
Firm CRD 131538 · TX · Reported as state-registered
Registration date: 2004-08-16
- BETA MANAGEMENT CONSULTING
Firm CRD 131633 · TX · Reported as state-registered
Registration date: 2005-08-25
- COASTAL WEALTH MANAGEMENT, LP
Firm CRD 131939 · TX · Reported as state-registered
Registration date: 2004-09-16
- MAIN STREET FINANCIAL ADVISORS
Firm CRD 132141 · TX · Reported as state-registered
Registration date: 2004-08-05
- COLEFP
Firm CRD 132562 · TX · Reported as state-registered
Registration date: 2026-06-29
- INTELLIWEALTH FINANCIAL ADVISORS, LTD
Firm CRD 132594 · TX · Reported as state-registered
Registration date: 2004-11-22
- GOLCONDA CAPITAL MANAGEMENT, LLC
Firm CRD 132603 · TX · Reported as state-registered
Registration date: 2005-01-13
- CLIFTON MYERS FINANCIAL ADVISORY
Firm CRD 132638 · TX · Reported as state-registered
Registration date: 2004-10-20
- HOCTOR FINANCIAL GROUP, LLC
Firm CRD 132703 · TX · Reported as state-registered
Registration date: 2004-11-10
- MARKETTREND ADVISORS, LTD.
Firm CRD 132894 · TX · Reported as state-registered
Registration date: 2012-06-22
- TEXAS FIRST INVESTMENT MANAGEMENT COMPANY
Firm CRD 132907 · TX · Reported as state-registered
Registration date: 2008-01-01
- WILSON WEALTH MANAGEMENT GROUP, L. L. C.
Firm CRD 132912 · TX · Reported as state-registered
Registration date: 2019-05-14
- AUXAN CAPITAL ADVISORS, LLC
Firm CRD 133061 · TX · Reported as state-registered
Registration date: 2011-07-14
- MAJESTIC OAK FINANCIAL, LLC
Firm CRD 133067 · TX · Reported as state-registered
Registration date: 2016-09-21
- MICHAEL E. REICHEK DBA REICHEK FINANCIAL SERVICES
Firm CRD 133250 · TX · Reported as state-registered
Registration date: 2009-05-21
- WEALTH MANAGEMENT PARTNERS LLC
Firm CRD 133467 · TX · Reported as state-registered
Registration date: 2005-04-25
- HURWITZ ASSOCIATES, INC.
Firm CRD 133472 · TX · Reported as state-registered
Registration date: 2005-04-14
- SCAMARDO FINANCIAL LLC
Firm CRD 133491 · TX · Reported as state-registered
Registration date: 2009-01-29
- SANSOTERRA GROUP LLC
Firm CRD 133586 · TX · Reported as state-registered
Registration date: 2021-03-15
- WILSON INVESTMENT ADVISORY SERVICES, LLC
Firm CRD 133771 · TX · Reported as state-registered
Registration date: 2005-04-22