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.
- RHONDA L RUSSELL
Firm CRD 114268 · TX · Reported as state-registered
Registration date: 2006-01-30
- GEOFFRY H. OSHMAN, CFP
Firm CRD 114278 · TX · Reported as state-registered
Registration date: 2008-10-21
- PERRY D. REED & COMPANY, P.C.
Firm CRD 114282 · TX · Reported as state-registered
Registration date: 2000-02-23
- MISSION ADVISORS, LP
Firm CRD 114285 · TX · Reported as state-registered
Registration date: 2025-04-11
- ECONOMIC LEADS
Firm CRD 114306 · TX · Reported as state-registered
Registration date: 1995-01-06
- WINVEST INVESTMENTS L.P.
Firm CRD 114358 · TX · Reported as state-registered
Registration date: 2012-04-19
- CHARLES MANNING & ASSOCIATES, INC.
Firm CRD 114359 · TX · Reported as state-registered
Registration date: 1996-01-30
- PORTER INVESTMENTS
Firm CRD 114366 · TX · Reported as state-registered
Registration date: 1996-10-17
- INTEGRA ASSET ADVISORS, L.C.
Firm CRD 114394 · TX · Reported as state-registered
Registration date: 1995-01-05
- PHILLIPS RAY CAPITAL MANAGEMENT, INC.
Firm CRD 114408 · TX · Reported as state-registered
Registration date: 2025-08-12
- INCOMAR INVESTMENTS, LLC
Firm CRD 114455 · TX · Reported as state-registered
Registration date: 2012-03-20
- THORNTON FINANCIAL MANAGEMENT AND SERVICES
Firm CRD 114457 · TX · Reported as state-registered
Registration date: 1993-07-05
- AQUINAS ADVISORS, LLC
Firm CRD 114460 · TX · Reported as state-registered
Registration date: 2003-02-06
- MCWHORTER CAPITAL INVESTMENTS
Firm CRD 114479 · TX · Reported as state-registered
Registration date: 2000-04-12
- TORRES FINANCIAL SERVICES, INC.
Firm CRD 114486 · TX · Reported as state-registered
Registration date: 1999-07-25
- KINGSBURY FINANCIAL MANAGEMENT, INC.
Firm CRD 114492 · TX · Reported as state-registered
Registration date: 2010-02-10
- NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.
Firm CRD 114509 · TX · Reported as state-registered
Registration date: 2011-02-03
- QUEST INVESTMENT PORTFOLIO MANAGEMENT, LIMITED
Firm CRD 114540 · TX · Reported as state-registered
Registration date: 1996-10-14
- ORSER INVESTMENT ADVISORS, INC.
Firm CRD 114546 · TX · Reported as state-registered
Registration date: 1994-01-31
- MICHAEL KEITH PARISH
Firm CRD 114548 · TX · Reported as state-registered
Registration date: 1993-12-27
- FAIRBANKS FINANCIAL WEALTH MANAGEMENT
Firm CRD 114551 · TX · Reported as state-registered
Registration date: 2000-01-01
- JACKSON MONEY MANAGEMENT, INCORPORATED
Firm CRD 114558 · TX · Reported as state-registered
Registration date: 1995-08-22
- TAYLOR FINANCIAL CONSULTING
Firm CRD 114577 · TX · Reported as state-registered
Registration date: 2026-01-23
- STRANBERG CAPITAL LLC
Firm CRD 114581 · TX · Reported as state-registered
Registration date: 2012-12-11
- NAWORSKI INVESTMENTS
Firm CRD 114585 · TX · Reported as state-registered
Registration date: 2000-05-16