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.
- GESSNER WEALTH STRATEGIES LLC
Firm CRD 282667 · TX · Reported as state-registered
Registration date: 2016-03-22
- EMPIRIKAL PARTNERS LLC
Firm CRD 282691 · TX · Reported as state-registered
Registration date: 2020-06-19
- SEREN WEALTH ADVISORS, LLC
Firm CRD 282770 · TX · Reported as state-registered
Registration date: 2016-03-09
- KRAUS CAPITAL MANAGEMENT, LLC
Firm CRD 282797 · TX · Reported as state-registered
Registration date: 2016-08-09
- LINDEN ROSE INVESTMENT LLC
Firm CRD 282886 · TX · Reported as state-registered
Registration date: 2016-03-21
- WYNNE WEALTH MANAGEMENT
Firm CRD 282925 · TX · Reported as state-registered
Registration date: 2023-02-07
- STONE HILL WEALTH MANAGEMENT, LLC
Firm CRD 282930 · TX · Reported as state-registered
Registration date: 2016-05-25
- SOUTHWESTERN ADVISORY GROUP LLC
Firm CRD 282950 · TX · Reported as state-registered
Registration date: 2017-04-13
- HAMILTON GRAY WEALTH MANAGEMENT LLC
Firm CRD 283000 · TX · Reported as state-registered
Registration date: 2017-09-12
- MSM ADVISORY, LLC
Firm CRD 283032 · TX · Reported as state-registered
Registration date: 2026-01-15
- MELLIG GROUP, LLC
Firm CRD 283152 · TX · Reported as state-registered
Registration date: 2016-06-02
- TAYLOR MORGAN CAPITAL MANAGEMENT, LLC
Firm CRD 283163 · TX · Reported as state-registered
Registration date: 2016-10-11
- HOOVER CAPITAL MANAGEMENT, LLC
Firm CRD 283177 · TX · Reported as state-registered
Registration date: 2017-06-01
- ANDERSON & ASSOCIATES INT. LLC
Firm CRD 283253 · TX · Reported as state-registered
Registration date: 2016-05-11
- ACRIBUS CAPITAL LLC
Firm CRD 283301 · TX · Reported as state-registered
Registration date: 2016-06-16
- INNOVATE WEALTH
Firm CRD 283332 · TX · Reported as state-registered
Registration date: 2018-10-16
- CIMARRON CAPITAL MANAGEMENT, LLC
Firm CRD 283375 · TX · Reported as state-registered
Registration date: 2016-08-03
- COMPENDIUM WEALTH ADVISORS, LLC
Firm CRD 283475 · TX · Reported as state-registered
Registration date: 2016-09-21
- US FREEDOM CAPITAL ADVISORS LLC
Firm CRD 283481 · TX · Reported as state-registered
Registration date: 2017-05-31
- STONE LAKE WEALTH MANAGEMENT, LLC
Firm CRD 283554 · TX · Reported as state-registered
Registration date: 2018-03-29
- SIMONET FINANCIAL GROUP, LLC
Firm CRD 283561 · TX · Reported as state-registered
Registration date: 2016-06-20
- WELLSPRING PLANNING GROUP LLC
Firm CRD 283593 · TX · Reported as state-registered
Registration date: 2016-05-25
- SOUTH TEXAS CAPITAL ADVISORS, LLC
Firm CRD 283773 · TX · Reported as state-registered
Registration date: 2016-06-24
- S SQUARED ADVISORS LLC
Firm CRD 283785 · TX · Reported as state-registered
Registration date: 2016-08-02
- FUTURE WEALTH LLC
Firm CRD 283911 · TX · Reported as state-registered
Registration date: 2016-08-05