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.
- SUGAR CREEK CONSULTING
Firm CRD 288187 · TX · Reported as state-registered
Registration date: 2017-07-19
- COMPOUND WEALTH ADVISORS
Firm CRD 288240 · TX · Reported as state-registered
Registration date: 2023-03-30
- RESPIRE WEALTH MANAGEMENT, LLC
Firm CRD 288245 · TX · Reported as state-registered
Registration date: 2017-07-28
- JOHN-LUKE FINANCIAL, LLC
Firm CRD 288252 · TX · Reported as state-registered
Registration date: 2017-07-13
- GATENS FINANCIAL, LLC
Firm CRD 288268 · TX · Reported as state-registered
Registration date: 2017-05-15
- MARIN FINANCIAL GROUP
Firm CRD 288327 · TX · Reported as state-registered
Registration date: 2021-09-14
- WEXFORD WEALTH ADVISORS LLC
Firm CRD 288407 · TX · Reported as state-registered
Registration date: 2022-07-20
- TORO BRAVO INVESTMENT ADVISORS, LLC
Firm CRD 288435 · TX · Reported as state-registered
Registration date: 2017-08-11
- APEX WEALTH MANAGEMENT
Firm CRD 288456 · TX · Reported as state-registered
Registration date: 2017-06-27
- PRUDENT FINANCIAL PLANNING
Firm CRD 288500 · TX · Reported as state-registered
Registration date: 2022-08-31
- RABKIN ADVISORS LLC
Firm CRD 288531 · TX · Reported as state-registered
Registration date: 2017-08-14
- DEERWOOD CAPITAL, LLC
Firm CRD 288538 · TX · Reported as state-registered
Registration date: 2018-08-31
- POTENTIAL WEALTH MANAGEMENT LLC
Firm CRD 288646 · TX · Reported as state-registered
Registration date: 2017-08-28
- GAP FINANCIAL SERVICES OR GAP FINANCIAL
Firm CRD 288703 · TX · Reported as state-registered
Registration date: 2017-07-28
- WARNER INVESTMENTS, LLC
Firm CRD 288716 · TX · Reported as state-registered
Registration date: 2018-01-10
- FAMILY CFO, LLC
Firm CRD 288769 · TX · Reported as state-registered
Registration date: 2017-06-26
- COMPLETE WEALTH MANAGEMENT, LLC
Firm CRD 288794 · TX · Reported as state-registered
Registration date: 2017-07-19
- APPS WEALTH MANAGEMENT, INC.
Firm CRD 288825 · TX · Reported as state-registered
Registration date: 2017-07-25
- M2 CAPITAL ADVISORS
Firm CRD 288829 · TX · Reported as state-registered
Registration date: 2017-09-14
- TOWERVIEW CAPITAL, LLC
Firm CRD 288844 · TX · Reported as state-registered
Registration date: 2017-09-26
- SAGEPOINTE ADVISORS LLC
Firm CRD 288883 · TX · Reported as state-registered
Registration date: 2024-12-06
- DFW WEALTHCARE ADVISORS, LLC
Firm CRD 288954 · TX · Reported as state-registered
Registration date: 2017-08-28
- FAYKUS FINANCIAL, LLC
Firm CRD 288957 · TX · Reported as state-registered
Registration date: 2017-08-23
- MARIENPLATZ WEALTH MANAGEMENT LLC
Firm CRD 289049 · TX · Reported as state-registered
Registration date: 2017-11-02
- MARK MUECKE CAPITAL MANAGEMENT, LLC
Firm CRD 289109 · TX · Reported as state-registered
Registration date: 2017-07-25