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.
- RUFUS HAYES ASSET MANAGEMENT, LLC
Firm CRD 171421 · TX · Reported as state-registered
Registration date: 2014-09-11
- WEALTH MANAGEMENT OF KENTUCKY, INC.
Firm CRD 171446 · TX · Reported as state-registered
Registration date: 2021-10-01
- EPIPHANY WEALTH MANAGEMENT
Firm CRD 171463 · TX · Reported as state-registered
Registration date: 2015-03-09
- YOUR RICHEST LIFE
Firm CRD 171609 · TX · Reported as state-registered
Registration date: 2014-07-18
- SIERRA MADRE PARTNERS LLC
Firm CRD 171754 · TX · Reported as state-registered
Registration date: 2025-01-08
- CONCENTRATED RISK SOLUTIONS INC.
Firm CRD 171758 · TX · Reported as state-registered
Registration date: 2014-09-05
- QUANTUMVEST, INC.
Firm CRD 171780 · TX · Reported as state-registered
Registration date: 2014-09-18
- MISSION HILL ADVISORS, LLC
Firm CRD 171866 · TX · Reported as state-registered
Registration date: 2022-01-06
- TIERCEL CAPITAL TEXAS LLC
Firm CRD 171921 · TX · Reported as state-registered
Registration date: 2021-01-21
- ORIGIN WEALTH ADVISERS
Firm CRD 171946 · TX · Reported as state-registered
Registration date: 2020-02-06
- IWC FINANCIAL PLANNING
Firm CRD 172090 · TX · Reported as state-registered
Registration date: 2017-08-10
- CAVINESS WEALTH MANAGEMENT, LLC
Firm CRD 172091 · TX · Reported as state-registered
Registration date: 2014-07-14
- THE VON DOHLEN KNUFFKE FINANCIAL GROUP, LLC
Firm CRD 172094 · TX · Reported as state-registered
Registration date: 2017-02-22
- CALLAWAY FINANCIAL SERVICES
Firm CRD 172117 · TX · Reported as state-registered
Registration date: 2014-08-21
- ALLIANCE WEALTH MANAGEMENT, LLC
Firm CRD 172330 · TX · Reported as state-registered
Registration date: 2014-08-18
- BARRY E. REYNOLDS CPA PC
Firm CRD 172368 · TX · Reported as state-registered
Registration date: 2014-09-29
- PANORAMIC FINANCIAL
Firm CRD 172396 · TX · Reported as state-registered
Registration date: 2024-08-19
- SFO CAPITAL, INC.
Firm CRD 172412 · TX · Reported as state-registered
Registration date: 2015-03-20
- DEAN WEALTH MANAGEMENT, LLC
Firm CRD 172563 · TX · Reported as state-registered
Registration date: 2014-10-02
- EVERLONG FINANCIAL
Firm CRD 172634 · TX · Reported as state-registered
Registration date: 2014-09-05
- ABENDSTERN WEALTH MANAGEMENT, INC.
Firm CRD 172715 · TX · Reported as state-registered
Registration date: 2015-09-15
- AMES FINANCIAL SOLUTIONS, LLC
Firm CRD 172728 · TX · Reported as state-registered
Registration date: 2025-02-07
- GRANITE STATE CAPITAL MANAGEMENT, LLC
Firm CRD 172745 · TX · Reported as state-registered
Registration date: 2022-11-16
- JEFF ELLIOTT, CFP®
Firm CRD 172781 · TX · Reported as state-registered
Registration date: 2023-04-14
- AMIJAG ADVISORS LLC
Firm CRD 172872 · TX · Reported as state-registered
Registration date: 2015-02-04