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.
- CIGX, LLC
Firm CRD 149934 · TX · Reported as state-registered
Registration date: 2021-08-11
- STERLING GROWTH INVESTMENTS, LLC
Firm CRD 150009 · TX · Reported as state-registered
Registration date: 2009-05-26
- SPRINGWATER ADVISORS, LLC
Firm CRD 150034 · TX · Reported as state-registered
Registration date: 2012-10-03
- CROSSWELL FAMILY WEALTH ADVISORS
Firm CRD 150076 · TX · Reported as state-registered
Registration date: 2009-08-26
- BOON INVESTMENT GROUP, INC.
Firm CRD 150102 · TX · Reported as state-registered
Registration date: 2023-02-17
- REGENT WEALTH MANAGEMENT, INC.
Firm CRD 150197 · TX · Reported as state-registered
Registration date: 2019-09-06
- DEVIL MOUNTAIN INVESTMENT MANAGEMENT
Firm CRD 150278 · TX · Reported as state-registered
Registration date: 2025-02-14
- MUCH WEALTH MANAGEMENT, INC.
Firm CRD 150356 · TX · Reported as state-registered
Registration date: 2023-06-08
- ROBERT W. COLBY ASSET MANAGEMENT, INC.
Firm CRD 150498 · TX · Reported as state-registered
Registration date: 2017-02-17
- PALMETTO WEALTH MANAGEMENT, LLC
Firm CRD 150648 · TX · Reported as state-registered
Registration date: 2009-11-04
- LAKES WEALTH ADVISORY, LLC
Firm CRD 150666 · TX · Reported as state-registered
Registration date: 2009-08-14
- DPCM
Firm CRD 150717 · TX · Reported as state-registered
Registration date: 2014-06-24
- FRESHFIELD CAPITAL, LLC
Firm CRD 150742 · TX · Reported as state-registered
Registration date: 2009-10-06
- SHADE TREE PARTNERS LLC
Firm CRD 150865 · TX · Reported as state-registered
Registration date: 2009-07-30
- PERRY INVESTMENT MANAGEMENT, LLC
Firm CRD 150908 · TX · Reported as state-registered
Registration date: 2009-08-24
- TRINITY FINANCIAL SERVICES, INC.
Firm CRD 151051 · TX · Reported as state-registered
Registration date: 2025-06-10
- LORINTINE CAPITAL
Firm CRD 151204 · TX · Reported as state-registered
Registration date: 2010-06-28
- CLARK FINANCIAL LLC
Firm CRD 151339 · TX · Reported as state-registered
Registration date: 2009-10-12
- MNM VESTED, LLC
Firm CRD 151350 · TX · Reported as state-registered
Registration date: 2019-04-08
- TRELLISENT INVESTMENTS
Firm CRD 151473 · TX · Reported as state-registered
Registration date: 2021-01-21
- WIGGIN FINANCIAL SERVICES
Firm CRD 151596 · TX · Reported as state-registered
Registration date: 2020-10-07
- L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
Firm CRD 151669 · TX · Reported as state-registered
Registration date: 2010-11-04
- GLOBAL MARKET RAIDERS, LLC.
Firm CRD 151777 · TX · Reported as state-registered
Registration date: 2010-03-30
- FUHRMANN CAPITAL
Firm CRD 151846 · TX · Reported as state-registered
Registration date: 2020-06-12
- CONTINUUM FINANCIAL, LLC
Firm CRD 151881 · TX · Reported as state-registered
Registration date: 2012-06-05