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.
- TREMONT STREET ADVISORS, LLC
Firm CRD 172984 · TX · Reported as state-registered
Registration date: 2014-12-02
- THE SUMMIT GROUP
Firm CRD 173130 · TX · Reported as state-registered
Registration date: 2024-01-26
- BEDROCK INVESTMENT ADVISORS
Firm CRD 173131 · TX · Reported as state-registered
Registration date: 2025-01-29
- ROTHMAN INVESTMENT MANAGEMENT, LLC
Firm CRD 173139 · TX · Reported as state-registered
Registration date: 2022-04-19
- FINANCIAL CONSULTING SERVICES
Firm CRD 173235 · TX · Reported as state-registered
Registration date: 2016-02-23
- COPIAM WEALTH MANAGEMENT, LLC
Firm CRD 173290 · TX · Reported as state-registered
Registration date: 2014-12-05
- IRON RIVER CAPITAL LLC
Firm CRD 173307 · TX · Reported as state-registered
Registration date: 2021-04-15
- CAPVIEW ADVISORS, LLC.
Firm CRD 173319 · TX · Reported as state-registered
Registration date: 2015-06-04
- BLUE TOWER ASSET MANAGEMENT, LLC
Firm CRD 173342 · TX · Reported as state-registered
Registration date: 2014-11-14
- PARTNER WEALTH MANAGEMENT, LLC
Firm CRD 173548 · TX · Reported as state-registered
Registration date: 2015-02-06
- CAVNER SOCIAL ENTERPRISES, LLC
Firm CRD 173606 · TX · Reported as state-registered
Registration date: 2015-01-07
- WIEDOWER CAPITAL
Firm CRD 173610 · TX · Reported as state-registered
Registration date: 2025-01-30
- ABSOLUTE ALPHA CORP
Firm CRD 173714 · TX · Reported as state-registered
Registration date: 2016-11-14
- SAHNI, INC.
Firm CRD 173759 · TX · Reported as state-registered
Registration date: 2014-12-10
- SAMATVA WEALTH MANAGEMENT LLC
Firm CRD 173809 · TX · Reported as state-registered
Registration date: 2021-04-13
- MEADOWPARK CAPITAL, LLC
Firm CRD 173814 · TX · Reported as state-registered
Registration date: 2016-06-20
- ATX PORTFOLIO ADVISORS, LLC
Firm CRD 173821 · TX · Reported as state-registered
Registration date: 2015-02-03
- LAKELAND WEALTH MANAGEMENT LLC
Firm CRD 173831 · TX · Reported as state-registered
Registration date: 2015-03-26
- ALLEGORY ADVISORY
Firm CRD 173871 · TX · Reported as state-registered
Registration date: 2018-05-23
- JECOHEN & CO., LLC
Firm CRD 173878 · TX · Reported as state-registered
Registration date: 2015-03-04
- INNOVA WEALTH, LLC
Firm CRD 173900 · TX · Reported as state-registered
Registration date: 2015-02-27
- TOWN LAKE CAPITAL MANAGEMENT
Firm CRD 173919 · TX · Reported as state-registered
Registration date: 2014-12-10
- SWAN DFW FINANCIAL SOLUTIONS, LLC
Firm CRD 173964 · TX · Reported as state-registered
Registration date: 2015-01-01
- MONTGOMERY WEALTH MANAGEMENT, LLC
Firm CRD 173968 · TX · Reported as state-registered
Registration date: 2017-01-24
- PAMELA KRUEGER AND COMPANY, INC.
Firm CRD 174001 · TX · Reported as state-registered
Registration date: 2014-12-11