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.
- WYKRENT, DAMON
Firm CRD 153532 · TX · Reported as state-registered
Registration date: 2010-06-09
- AMERIGO ASSET MANAGEMENT CORPORATION
Firm CRD 153607 · TX · Reported as state-registered
Registration date: 2012-07-03
- DALLAS MONEY MANAGEMENT LLC
Firm CRD 153652 · TX · Reported as state-registered
Registration date: 2010-06-25
- DJP WEALTH MANAGEMENT, LLC
Firm CRD 153663 · TX · Reported as state-registered
Registration date: 2010-09-23
- VALENTINE INVESTMENTS, LLC
Firm CRD 153898 · TX · Reported as state-registered
Registration date: 2012-05-18
- SILVERBROOK INVESTMENT ADVISORS, INC.
Firm CRD 153911 · TX · Reported as state-registered
Registration date: 2010-08-27
- JACKSON FINANCIAL SERVICES LLC
Firm CRD 153927 · TX · Reported as state-registered
Registration date: 2010-07-02
- D SQUARED CAPITAL MANAGEMENT, LLC
Firm CRD 154019 · TX · Reported as state-registered
Registration date: 2011-02-15
- RYDAR EQUITIES, INC.
Firm CRD 154086 · TX · Reported as state-registered
Registration date: 2016-01-11
- INNOVATOR WEALTH ADVISOR, LLC
Firm CRD 154130 · TX · Reported as state-registered
Registration date: 2025-07-22
- LINX EQUITIES, LLC
Firm CRD 154320 · TX · Reported as state-registered
Registration date: 2010-11-23
- MINISTRY PARTNERS SECURITIES, LLC
Firm CRD 154349 · TX · Reported as state-registered
Registration date: 2015-05-15
- MISSION FINANCIAL PLANNING, INC.
Firm CRD 154469 · TX · Reported as state-registered
Registration date: 2014-02-19
- VERDE WEALTH GROUP, LLC
Firm CRD 154568 · TX · Reported as state-registered
Registration date: 2010-10-27
- ALTRUVISTA LLC
Firm CRD 154576 · TX · Reported as state-registered
Registration date: 2025-12-15
- ENSEMBLE FINANCIAL, INC.
Firm CRD 154738 · TX · Reported as state-registered
Registration date: 2011-01-06
- SOUND MONEY MANAGEMENT, INC.
Firm CRD 154752 · TX · Reported as state-registered
Registration date: 2018-12-03
- SOUTH TEXAS ADVISORS FOR RETIREES, LLC
Firm CRD 154793 · TX · Reported as state-registered
Registration date: 2010-09-30
- DANIEL FINANCIAL GROUP, INC.
Firm CRD 154906 · TX · Reported as state-registered
Registration date: 2016-06-24
- JDG WEALTH MANAGEMENT GROUP, LLC
Firm CRD 154915 · TX · Reported as state-registered
Registration date: 2015-01-05
- VERTICAL WEALTH MANAGEMENT
Firm CRD 154953 · TX · Reported as state-registered
Registration date: 2022-01-07
- MITCHELL GROUP DELAWARE LLC
Firm CRD 154959 · TX · Reported as state-registered
Registration date: 2023-03-09
- WORCHESTERSHIRE FINANCIAL
Firm CRD 154986 · TX · Reported as state-registered
Registration date: 2011-05-04
- GREENWOOD INVESTORS LLC
Firm CRD 155088 · TX · Reported as state-registered
Registration date: 2012-08-29
- RHM CAPITAL MANAGEMENT, INC.
Firm CRD 155229 · TX · Reported as state-registered
Registration date: 2018-08-28