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.
- REPPOND INVESTMENTS, INC.
Firm CRD 202511 · TX · Reported as state-registered
Registration date: 2025-12-04
- WOODLANDS CAPITAL MANAGEMENT, LLC
Firm CRD 202514 · TX · Reported as state-registered
Registration date: 2015-06-22
- AMERICAN ELITE ADVISORY
Firm CRD 212513 · TX · Reported as state-registered
Registration date: 2015-06-18
- KINGSLEY ADVISORS, LLC
Firm CRD 217513 · TX · Reported as state-registered
Registration date: 2021-01-14
- MONEY POSITIVE
Firm CRD 218518 · TX · Reported as state-registered
Registration date: 2015-07-17
- REALIZED FINANCAL, INC.
Firm CRD 22333 · TX · Reported as state-registered
Registration date: 2014-06-06
- CIMARRON WEALTH MANAGEMENT, LLC
Firm CRD 226561 · TX · Reported as state-registered
Registration date: 2015-06-26
- VAULKSHIRE INVESTMENT ADVISORS
Firm CRD 226623 · TX · Reported as state-registered
Registration date: 2015-06-23
- J I MEDINA INVESTMENTS, LLC
Firm CRD 226663 · TX · Reported as state-registered
Registration date: 2024-11-12
- KRAMMER FINANCIAL
Firm CRD 226712 · TX · Reported as state-registered
Registration date: 2015-10-20
- PHYSICIANS INVESTMENT ADVISORY SERVICES OF TEXAS, LLC
Firm CRD 226736 · TX · Reported as state-registered
Registration date: 2015-10-02
- J.P. WEALTH MANAGEMENT, LLC
Firm CRD 251787 · TX · Reported as state-registered
Registration date: 2015-09-30
- JASI FINANCIAL, INC.
Firm CRD 255790 · TX · Reported as state-registered
Registration date: 2015-09-16
- AHMETI WEALTH MANAGEMENT, LLC
Firm CRD 258787 · TX · Reported as state-registered
Registration date: 2015-10-21
- SVANE CAPITAL, LLC
Firm CRD 269913 · TX · Reported as state-registered
Registration date: 2015-07-28
- RELYON FINANCIAL ADVISORS, LLC
Firm CRD 269934 · TX · Reported as state-registered
Registration date: 2015-08-13
- NVEST ADVISORS, LLC
Firm CRD 277064 · TX · Reported as state-registered
Registration date: 2015-09-29
- NAVIDAR LLC
Firm CRD 277084 · TX · Reported as state-registered
Registration date: 2022-01-28
- CAREY S. ROEBUCK FINANCIAL SERVICES, LLC
Firm CRD 280029 · TX · Reported as state-registered
Registration date: 2015-08-25
- QURAISHI WEALTH MANAGEMENT
Firm CRD 280032 · TX · Reported as state-registered
Registration date: 2015-12-14
- TWENTY FIFTY CAPITAL
Firm CRD 281087 · TX · Reported as state-registered
Registration date: 2023-07-06
- TRAC WEALTH MANAGEMENT, INC
Firm CRD 281128 · TX · Reported as state-registered
Registration date: 2018-10-23
- MATRIX PRIVATE WEALTH MANAGEMENT INC.
Firm CRD 281197 · TX · Reported as state-registered
Registration date: 2016-07-29
- LIBERTY ADVISERS INC.
Firm CRD 281233 · TX · Reported as state-registered
Registration date: 2016-04-15
- ELR CAPITAL MANAGEMENT, LLC
Firm CRD 281239 · TX · Reported as state-registered
Registration date: 2015-10-14