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.
- CANDOR ASSET ADVISORS, LLC
Firm CRD 284978 · TX · Reported as state-registered
Registration date: 2016-09-21
- ZUWA FINANCIAL LLC
Firm CRD 285050 · TX · Reported as state-registered
Registration date: 2016-10-05
- BROYLES ADVISORY, LLC
Firm CRD 285119 · TX · Reported as state-registered
Registration date: 2016-10-26
- ADAMS WEALTH MANAGEMENT
Firm CRD 285180 · TX · Reported as state-registered
Registration date: 2016-11-17
- PEGASUS WEALTH MANAGEMENT
Firm CRD 285206 · TX · Reported as state-registered
Registration date: 2017-11-09
- BROWNSBORO FINANCIAL
Firm CRD 285221 · TX · Reported as state-registered
Registration date: 2017-01-03
- HILTON FINANCIAL GROUP, LLC
Firm CRD 285226 · TX · Reported as state-registered
Registration date: 2021-01-22
- OTHNIEL FINANCIAL ADVISORY SERVICES, LLC
Firm CRD 285376 · TX · Reported as state-registered
Registration date: 2016-11-07
- MY HARVEST FIELD FINANCIAL LLC
Firm CRD 285443 · TX · Reported as state-registered
Registration date: 2017-02-17
- BOSSERT CAPITAL LLC
Firm CRD 285572 · TX · Reported as state-registered
Registration date: 2021-12-15
- INTEGRA WEALTH ADVISORS
Firm CRD 285610 · TX · Reported as state-registered
Registration date: 2022-01-03
- VESTECH ASSET MANAGEMENT INC.
Firm CRD 285685 · TX · Reported as state-registered
Registration date: 2018-12-03
- CLEVERINVESTING LLC
Firm CRD 285779 · TX · Reported as state-registered
Registration date: 2017-02-08
- TEXAS WEALTH MANAGEMENT, LLC
Firm CRD 285898 · TX · Reported as state-registered
Registration date: 2017-02-08
- SCOTTSDALE WEALTH ADVISORY LLC
Firm CRD 285907 · TX · Reported as state-registered
Registration date: 2017-05-23
- LOGBOOK FINANCIAL PLANNING, LLC
Firm CRD 286100 · TX · Reported as state-registered
Registration date: 2021-05-26
- KESSLER ENERGY, LLC
Firm CRD 286106 · TX · Reported as state-registered
Registration date: 2017-10-13
- MONEY SCRIPT WEALTH MANAGEMENT, PLLC
Firm CRD 286134 · TX · Reported as state-registered
Registration date: 2017-02-11
- INTENTIONAL WEALTH PARTNERS
Firm CRD 286157 · TX · Reported as state-registered
Registration date: 2018-12-04
- D.L. FIELDS ADVISORY GROUP, LLC
Firm CRD 286216 · TX · Reported as state-registered
Registration date: 2017-01-23
- MERAKI ADVISORS LLC
Firm CRD 286274 · TX · Reported as state-registered
Registration date: 2017-03-09
- JT WEALTH MANAGEMENT
Firm CRD 286280 · TX · Reported as state-registered
Registration date: 2026-05-12
- SAMMONS WEALTH
Firm CRD 286284 · TX · Reported as state-registered
Registration date: 2017-03-22
- FIDELIS FS, LLC
Firm CRD 286305 · TX · Reported as state-registered
Registration date: 2017-04-10
- SPROUT CAPITAL MANAGEMENT, LLC
Firm CRD 286359 · TX · Reported as state-registered
Registration date: 2017-02-17