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.
- MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC
Firm CRD 110644 · TX · Reported as state-registered
Registration date: 2003-05-20
- HUBER, CARDONO, MORING & RICHTER, L.P.
Firm CRD 110705 · TX · Reported as state-registered
Registration date: 2012-08-23
- MRM GROUP
Firm CRD 110898 · TX · Reported as state-registered
Registration date: 2022-03-17
- APPLIED CAPITAL MANAGEMENT, LLC
Firm CRD 111009 · TX · Reported as state-registered
Registration date: 2010-09-30
- RESOURCE CONSULTING GROUP, INC.
Firm CRD 112168 · TX · Reported as state-registered
Registration date: 1984-05-17
- BLACK SWAN MANAGEMENT GROUP, INC.
Firm CRD 112371 · TX · Reported as state-registered
Registration date: 2017-02-10
- PARTNERS CAPITAL MANAGEMENT, INC.
Firm CRD 112585 · TX · Reported as state-registered
Registration date: 2023-04-11
- ADVISERS INVESTMENT MANAGEMENT, INC.
Firm CRD 112649 · TX · Reported as state-registered
Registration date: 2019-03-12
- LANG ASSET MANAGEMENT, INC.
Firm CRD 113027 · TX · Reported as state-registered
Registration date: 2006-08-30
- ROCKY MOUNTAIN HUMANE INVESTING LLC
Firm CRD 113421 · TX · Reported as state-registered
Registration date: 2004-01-21
- PLAN AHEAD FINANCIAL MANAGEMENT, INC.
Firm CRD 113492 · TX · Reported as state-registered
Registration date: 2011-03-30
- WRWCO, LLC
Firm CRD 113665 · TX · Reported as state-registered
Registration date: 2012-07-03
- ASSET SOLUTIONS, INC.
Firm CRD 113717 · TX · Reported as state-registered
Registration date: 2016-05-17
- WILLIAM ROANE SKEETERS, INC.
Firm CRD 113813 · TX · Reported as state-registered
Registration date: 2025-01-27
- PHYSICIANS CAPITAL INVESTMENT ADVISORS
Firm CRD 113942 · TX · Reported as state-registered
Registration date: 2025-09-03
- WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE
Firm CRD 114010 · TX · Reported as state-registered
Registration date: 2000-02-15
- WILLIAM RUSSELL WELCH
Firm CRD 114036 · TX · Reported as state-registered
Registration date: 2001-06-01
- HAMILTON-BATES INVESTMENT RESEARCH, INC.
Firm CRD 114127 · TX · Reported as state-registered
Registration date: 2012-08-08
- EDGEMONT INVESTMENT MANAGEMENT, LLC
Firm CRD 114136 · TX · Reported as state-registered
Registration date: 2001-05-01
- MATT MONTGOMERY
Firm CRD 114181 · TX · Reported as state-registered
Registration date: 1998-01-02
- ELM ASSET MANAGEMENT INC.
Firm CRD 114199 · TX · Reported as state-registered
Registration date: 1989-12-01
- JAMES G. MCCLELLAN CPA
Firm CRD 114230 · TX · Reported as state-registered
Registration date: 1997-05-01
- OPSIS ADVISORY GROUP
Firm CRD 114240 · TX · Reported as state-registered
Registration date: 2007-01-04
- CGM INVESTMENT MANAGEMENT
Firm CRD 114262 · TX · Reported as state-registered
Registration date: 1998-01-02
- WEALTH CREATORS, LLC
Firm CRD 114264 · TX · Reported as state-registered
Registration date: 2001-01-11