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.
- SHOREBREAK CAPITAL, LLC
Firm CRD 283921 · TX · Reported as state-registered
Registration date: 2016-10-11
- SIGNATURE FINANCIAL ADVISORS
Firm CRD 283964 · TX · Reported as state-registered
Registration date: 2016-10-11
- NESTEGG WEALTH ADVISORS
Firm CRD 284016 · TX · Reported as state-registered
Registration date: 2016-08-05
- TIGRIS CONSULTING LLC
Firm CRD 284070 · TX · Reported as state-registered
Registration date: 2023-08-08
- AMERICAN INVESTMENT MANAGEMENT GROUP LLC
Firm CRD 284128 · TX · Reported as state-registered
Registration date: 2016-09-02
- OLIVE WEALTH MANAGEMENT
Firm CRD 284132 · TX · Reported as state-registered
Registration date: 2016-06-15
- FOXSTONE FINANCIAL
Firm CRD 284268 · TX · Reported as state-registered
Registration date: 2025-12-04
- REMOTE FINANCIAL PLANNER, LLC
Firm CRD 284297 · TX · Reported as state-registered
Registration date: 2021-04-29
- BAYWORTH CAPITAL
Firm CRD 284360 · TX · Reported as state-registered
Registration date: 2018-08-29
- BONFANTI INVESTMENT SERVICES, LLC
Firm CRD 284395 · TX · Reported as state-registered
Registration date: 2016-10-11
- SUMMA WEALTH MANAGEMENT
Firm CRD 284399 · TX · Reported as state-registered
Registration date: 2016-11-07
- NICHOLS WEALTH ADVISORS
Firm CRD 284400 · TX · Reported as state-registered
Registration date: 2016-08-11
- LEGACY & WEALTH FINANCIAL ADVISORS
Firm CRD 284432 · TX · Reported as state-registered
Registration date: 2016-09-02
- BARTEE CAPITAL MANAGEMENT, LLC
Firm CRD 284466 · TX · Reported as state-registered
Registration date: 2016-12-02
- ROBERT HUNT FINANCIAL, LLC
Firm CRD 284535 · TX · Reported as state-registered
Registration date: 2016-09-02
- JASTON CAPITAL, LLC
Firm CRD 284543 · TX · Reported as state-registered
Registration date: 2016-09-09
- WEALTHCARE FINANCIAL GROUP, INC.
Firm CRD 284650 · TX · Reported as state-registered
Registration date: 2021-01-04
- JOURNEY CAPITAL ADVISERS, LLC
Firm CRD 284660 · TX · Reported as state-registered
Registration date: 2017-06-01
- HEIGHTS INVESTMENT PARTNERS, LLC
Firm CRD 284688 · TX · Reported as state-registered
Registration date: 2016-09-21
- JENNY WILLIAMS FINANCIAL SERVICES LLC
Firm CRD 284703 · TX · Reported as state-registered
Registration date: 2017-07-25
- POYDRAS CAPITAL PARTNERS
Firm CRD 284745 · TX · Reported as state-registered
Registration date: 2017-01-20
- MILLENNIAL WEALTH MANAGEMENT, LLC
Firm CRD 284746 · TX · Reported as state-registered
Registration date: 2022-11-11
- PARISH INVESTMENT ADVISORS LLC
Firm CRD 284770 · TX · Reported as state-registered
Registration date: 2017-05-17
- WORTHYNEST LLC
Firm CRD 284872 · TX · Reported as state-registered
Registration date: 2023-07-18
- D'ARCY WEALTH MANAGEMENT, INC. - A CALIFORNIA CORPORATION
Firm CRD 284975 · TX · Reported as state-registered
Registration date: 2019-08-26