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.
- LAGRANDE GLOBAL LLC
Firm CRD 170479 · TX · Reported as state-registered
Registration date: 2016-06-03
- BARON FINANCIAL ADVISORS, LLC
Firm CRD 170484 · TX · Reported as state-registered
Registration date: 2023-03-27
- SAN GABRIEL CAPITAL
Firm CRD 170486 · TX · Reported as state-registered
Registration date: 2015-01-21
- BRUNGER FINANCIAL
Firm CRD 170523 · TX · Reported as state-registered
Registration date: 2014-08-01
- ALEXANDER D COHEN INVESTMENTS, LLC
Firm CRD 170548 · TX · Reported as state-registered
Registration date: 2014-04-29
- BIRD CAPITAL GROUP, INC.
Firm CRD 170585 · TX · Reported as state-registered
Registration date: 2014-03-21
- TRAC ASSET MANAGEMENT LLC
Firm CRD 170662 · TX · Reported as state-registered
Registration date: 2020-03-04
- CAPROCK CAPITAL ADVISORS INC.
Firm CRD 170672 · TX · Reported as state-registered
Registration date: 2022-01-20
- GUIDE FINANCIAL PLANNING
Firm CRD 170734 · TX · Reported as state-registered
Registration date: 2022-10-10
- ROYAL OAKS ADVISORS LLC
Firm CRD 170757 · TX · Reported as state-registered
Registration date: 2014-06-06
- MAGISTER WEALTH
Firm CRD 170829 · TX · Reported as state-registered
Registration date: 2014-08-05
- WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC
Firm CRD 170852 · TX · Reported as state-registered
Registration date: 2018-01-10
- PL WEALTH ADVISORS, LLC
Firm CRD 170887 · TX · Reported as state-registered
Registration date: 2022-04-14
- INDEPENDENCE WEALTH GROUP
Firm CRD 170897 · TX · Reported as state-registered
Registration date: 2014-09-08
- HARRIS WEALTH ADVISORS, LLC
Firm CRD 170938 · TX · Reported as state-registered
Registration date: 2021-02-22
- IRONWOOD WEALTH MANAGEMENT LLC
Firm CRD 171008 · TX · Reported as state-registered
Registration date: 2019-02-07
- ADAPTIVE WEALTH, LLC
Firm CRD 171045 · TX · Reported as state-registered
Registration date: 2017-03-14
- RESONANCE FINANCIAL, LLC
Firm CRD 171095 · TX · Reported as state-registered
Registration date: 2014-05-08
- WILSON INVESTMENT SERVICES
Firm CRD 171157 · TX · Reported as state-registered
Registration date: 2014-06-24
- REED CAPITAL MANAGEMENT, LLC
Firm CRD 171162 · TX · Reported as state-registered
Registration date: 2024-12-16
- GOOD LIFE WEALTH MANAGEMENT LLC
Firm CRD 171175 · TX · Reported as state-registered
Registration date: 2014-05-19
- CAMELOT WEALTH MANAGEMENT, LLC
Firm CRD 171275 · TX · Reported as state-registered
Registration date: 2014-11-06
- COURSE 26, LLC
Firm CRD 171325 · TX · Reported as state-registered
Registration date: 2015-11-20
- CRIMSON OAK WEALTH MANAGEMENT, LLC
Firm CRD 171360 · TX · Reported as state-registered
Registration date: 2022-06-03
- FORWARD WEALTH MANAGEMENT, LLC
Firm CRD 171362 · TX · Reported as state-registered
Registration date: 2016-06-15