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.
- FORTRESS ESTATE SOLUTIONS, PLLC
Firm CRD 142809 · TX · Reported as state-registered
Registration date: 2007-03-27
- GENEVA FINANCIAL GROUP LLC
Firm CRD 142899 · TX · Reported as state-registered
Registration date: 2010-02-12
- ASSET LIFT WEALTH MANAGEMENT, LLC
Firm CRD 142929 · TX · Reported as state-registered
Registration date: 2022-01-24
- VINCOSE CAPITAL MANAGEMENT, LLC
Firm CRD 142938 · TX · Reported as state-registered
Registration date: 2021-11-17
- MCMILLAN CAPITAL MANAGEMENT, LLC
Firm CRD 143179 · TX · Reported as state-registered
Registration date: 2012-01-01
- BOYNTON FINANCIAL LLC
Firm CRD 143201 · TX · Reported as state-registered
Registration date: 2017-01-24
- MCBEE ADVISORS, INC.
Firm CRD 143223 · TX · Reported as state-registered
Registration date: 2012-05-18
- THE VIABLE GROUP, INC.
Firm CRD 143266 · TX · Reported as state-registered
Registration date: 2007-05-31
- PRO:ACT CAPITAL MANAGEMENT
Firm CRD 143656 · TX · Reported as state-registered
Registration date: 2011-09-26
- EZ FINANCIAL GROUP INC.
Firm CRD 143813 · TX · Reported as state-registered
Registration date: 2009-02-20
- HENDERSON CAPITAL & WEALTH MANAGEMENT, LLC
Firm CRD 144035 · TX · Reported as state-registered
Registration date: 2007-08-09
- MILLER PREMIER INVESTMENT PLANNING LLC
Firm CRD 144062 · TX · Reported as state-registered
Registration date: 2007-05-31
- WSA AFFILIATES, LLC
Firm CRD 144108 · TX · Reported as state-registered
Registration date: 2008-02-25
- TRUEPATH FINANCIAL PLANNING
Firm CRD 144118 · TX · Reported as state-registered
Registration date: 2007-08-13
- BLOCH PRIVATE WEALTH, LLC
Firm CRD 144135 · TX · Reported as state-registered
Registration date: 2018-01-02
- ARCON WEALTH MANAGEMENT
Firm CRD 144137 · TX · Reported as state-registered
Registration date: 2007-05-31
- SPECTRUM WEALTH MANAGEMENT, LLC
Firm CRD 144164 · TX · Reported as state-registered
Registration date: 2007-09-04
- FB ADVISORY SERVICES, LLC
Firm CRD 144203 · TX · Reported as state-registered
Registration date: 2017-03-10
- ICON IMPERIAL
Firm CRD 144297 · TX · Reported as state-registered
Registration date: 2008-01-01
- BUSINESS BLOCKS 101, INC.
Firm CRD 144398 · TX · Reported as state-registered
Registration date: 2008-12-08
- DAVIS & WEHRLE, LLC
Firm CRD 144572 · TX · Reported as state-registered
Registration date: 2017-05-31
- BLUESAIL ADVISORS LLC
Firm CRD 144579 · TX · Reported as state-registered
Registration date: 2018-09-11
- HARRISON SECURITIES, INC.
Firm CRD 144685 · TX · Reported as state-registered
Registration date: 2007-09-25
- GATEWAY FINANCIAL & ESTATE PLANNING, INC.
Firm CRD 144741 · TX · Reported as state-registered
Registration date: 2026-09-17
- OAKVIEW CAPITAL MANAGEMENT, L.P.
Firm CRD 144877 · TX · Reported as state-registered
Registration date: 2026-01-15