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.
- PATHFINDER FINANCIAL SERVICES
Firm CRD 289125 · TX · Reported as state-registered
Registration date: 2017-09-06
- ENVISIONVEST
Firm CRD 289132 · TX · Reported as state-registered
Registration date: 2017-10-13
- COVE FORT CAPITAL, LLC
Firm CRD 289204 · TX · Reported as state-registered
Registration date: 2020-06-26
- 9M INVESTMENTS, LLC
Firm CRD 289320 · TX · Reported as state-registered
Registration date: 2017-08-23
- KEHLET CAPITAL MANAGEMENT, LLC
Firm CRD 289333 · TX · Reported as state-registered
Registration date: 2017-08-31
- APM WEALTH
Firm CRD 289340 · TX · Reported as state-registered
Registration date: 2024-07-30
- INCREASE CONSULTANTS LLC
Firm CRD 289368 · TX · Reported as state-registered
Registration date: 2017-12-22
- THINK818, LLC
Firm CRD 289452 · TX · Reported as state-registered
Registration date: 2017-08-28
- PINE VALLEY PRIVATE WEALTH
Firm CRD 289533 · TX · Reported as state-registered
Registration date: 2021-09-09
- ESQUIRES GROUP LLC
Firm CRD 289537 · TX · Reported as state-registered
Registration date: 2017-10-16
- PELICAN WEALTH MANAGEMENT
Firm CRD 289549 · TX · Reported as state-registered
Registration date: 2019-10-22
- DERAMUS WEALTH MANAGEMENT, LLC
Firm CRD 289771 · TX · Reported as state-registered
Registration date: 2021-02-05
- BLACK RAVEN INVESTMENTS, LLC
Firm CRD 289853 · TX · Reported as state-registered
Registration date: 2018-02-05
- FIRST MOVE FINANCIAL, LLC
Firm CRD 289880 · TX · Reported as state-registered
Registration date: 2017-10-24
- NASHIONAL INVESTMENTS
Firm CRD 289955 · TX · Reported as state-registered
Registration date: 2017-10-27
- WEALTH ARCHITECTS, LLC
Firm CRD 289993 · TX · Reported as state-registered
Registration date: 2017-10-24
- SUBNANI INVESTMENT RESEARCH, LLC
Firm CRD 290044 · TX · Reported as state-registered
Registration date: 2018-01-17
- ELEVATED ASSET MANAGEMENT LLC
Firm CRD 290067 · TX · Reported as state-registered
Registration date: 2017-11-29
- FITBUX RIA LLC
Firm CRD 290159 · TX · Reported as state-registered
Registration date: 2020-05-04
- MAY TREE FINANCIAL PLANNING LLC
Firm CRD 290213 · TX · Reported as state-registered
Registration date: 2017-11-02
- WILLIAMS FINANCIAL PLANNING, INC.
Firm CRD 290272 · TX · Reported as state-registered
Registration date: 2017-11-21
- PENN STREET CAPITAL MANAGEMENT LLC
Firm CRD 290278 · TX · Reported as state-registered
Registration date: 2017-10-30
- FAMILY RETIREMENT LLC
Firm CRD 290423 · TX · Reported as state-registered
Registration date: 2025-10-15
- KNIGHTSBRIDGE VENTURES
Firm CRD 290448 · TX · Reported as state-registered
Registration date: 2024-02-12
- CATES FP, CATES TAX ADVISORY
Firm CRD 290650 · TX · Reported as state-registered
Registration date: 2017-11-29