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.
- DINERGY
Firm CRD 286403 · TX · Reported as state-registered
Registration date: 2018-10-31
- POINT 16 CAPITAL, LLC
Firm CRD 286414 · TX · Reported as state-registered
Registration date: 2026-02-02
- TACTICAL WEALTH PARTNERS
Firm CRD 286416 · TX · Reported as state-registered
Registration date: 2017-02-09
- ABERLE INVESTMENT MANAGEMENT LLC
Firm CRD 286421 · TX · Reported as state-registered
Registration date: 2017-03-22
- VANDENBURG CAPITAL MANAGEMENT
Firm CRD 286625 · TX · Reported as state-registered
Registration date: 2021-01-09
- JG WEALTH MANAGEMENT, LLC
Firm CRD 286651 · TX · Reported as state-registered
Registration date: 2018-07-11
- PORTIA CAPITAL MANAGEMENT
Firm CRD 286662 · TX · Reported as state-registered
Registration date: 2017-04-18
- PALMER WEALTH MANAGEMENT LLC
Firm CRD 286692 · TX · Reported as state-registered
Registration date: 2017-03-13
- OMEGA ADVISORY LLC
Firm CRD 287459 · TX · Reported as state-registered
Registration date: 2019-03-15
- H CUBED FINANCIAL SOLUTIONS
Firm CRD 287494 · TX · Reported as state-registered
Registration date: 2017-03-31
- ADVISER ALLIANCE, LLC
Firm CRD 287551 · TX · Reported as state-registered
Registration date: 2019-08-13
- GARRETT INVESTMENT ADVISORY SERVICES, LLC
Firm CRD 287555 · TX · Reported as state-registered
Registration date: 2017-04-12
- SRS WEALTH MANGEMENT
Firm CRD 287572 · TX · Reported as state-registered
Registration date: 2025-07-02
- STEWARDRIGHT
Firm CRD 287644 · TX · Reported as state-registered
Registration date: 2026-08-14
- EDM CAPITAL, LLC
Firm CRD 287669 · TX · Reported as state-registered
Registration date: 2025-04-24
- ASK CAPITAL INVESTMENT MANAGERS
Firm CRD 287711 · TX · Reported as state-registered
Registration date: 2017-03-13
- TOTAL WEALTH PARTNERS
Firm CRD 287725 · TX · Reported as state-registered
Registration date: 2017-08-30
- PROFESSIONAL RETIREMENT STRATEGIES LLC
Firm CRD 287808 · TX · Reported as state-registered
Registration date: 2017-08-31
- TREW ADVISORS, LLC
Firm CRD 287827 · TX · Reported as state-registered
Registration date: 2025-02-04
- SPRINGTIDE PARTNERS
Firm CRD 287968 · TX · Reported as state-registered
Registration date: 2024-08-02
- ASSOCIATION FINANCIAL SERVICES, LLC
Firm CRD 287975 · TX · Reported as state-registered
Registration date: 2018-01-10
- KITSMAN INVESTMENT MANAGEMENT
Firm CRD 288035 · TX · Reported as state-registered
Registration date: 2017-05-01
- HACKBERRY CAPITAL MANAGEMENT
Firm CRD 288130 · TX · Reported as state-registered
Registration date: 2017-07-25
- THE UJANO ADVISORY GROUP LLC
Firm CRD 288141 · TX · Reported as state-registered
Registration date: 2017-05-02
- RANCHWOOD CAPITAL MANAGEMENT
Firm CRD 288155 · TX · Reported as state-registered
Registration date: 2017-07-28