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.
- BEYOND BALANCED FINANCIAL PLANNING, LLC
Firm CRD 290690 · TX · Reported as state-registered
Registration date: 2017-12-07
- FONDREN OAKS CAPITAL MANAGEMENT
Firm CRD 290726 · TX · Reported as state-registered
Registration date: 2018-01-19
- FAMILY WEALTH COACHING, LLC
Firm CRD 290736 · TX · Reported as state-registered
Registration date: 2018-02-22
- INTERLINC FINANCIAL ADVISORS, INC.
Firm CRD 290740 · TX · Reported as state-registered
Registration date: 2017-11-21
- MRM FINANCIAL ADVISORS, LLC
Firm CRD 290753 · TX · Reported as state-registered
Registration date: 2017-12-07
- PARKER PRESCOTT CAPITAL MANAGEMENT
Firm CRD 290862 · TX · Reported as state-registered
Registration date: 2018-01-02
- THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC
Firm CRD 290902 · TX · Reported as state-registered
Registration date: 2018-02-15
- 56 CAPITAL PARTNERS, LTD
Firm CRD 290938 · TX · Reported as state-registered
Registration date: 2018-02-08
- SCP STEWARD CAPITAL ADVISERS LLC
Firm CRD 291038 · TX · Reported as state-registered
Registration date: 2017-12-07
- SABER AND SHIELD WEALTH MANAGEMENT, L.L.C
Firm CRD 291176 · TX · Reported as state-registered
Registration date: 2018-04-11
- HUDSON WEALTH MANAGEMENT, LLC
Firm CRD 291182 · TX · Reported as state-registered
Registration date: 2018-04-17
- PLW FINANCIAL
Firm CRD 291315 · TX · Reported as state-registered
Registration date: 2018-01-24
- PDE WEALTH ADVISORS, LLC
Firm CRD 291373 · TX · Reported as state-registered
Registration date: 2018-02-09
- MEDDENT SOLUTIONS
Firm CRD 291399 · TX · Reported as state-registered
Registration date: 2021-07-06
- M STEVENS WEALTH ADVISORS, LLC
Firm CRD 291482 · TX · Reported as state-registered
Registration date: 2020-08-31
- PRIVUS FINANCIAL, LLC
Firm CRD 291495 · TX · Reported as state-registered
Registration date: 2019-05-31
- WESTCENTER ADVISORS LTD
Firm CRD 291541 · TX · Reported as state-registered
Registration date: 2018-01-11
- LIFE BALANCE FINANCIAL
Firm CRD 291718 · TX · Reported as state-registered
Registration date: 2018-02-20
- SHAH TAX AND FINANCIAL PLANNING
Firm CRD 291763 · TX · Reported as state-registered
Registration date: 2018-04-11
- HARVARD AVENUE INVESTMENT ADVISORY
Firm CRD 291787 · TX · Reported as state-registered
Registration date: 2021-12-11
- THE TABLE FINANCIAL PLANNING LLC
Firm CRD 291812 · TX · Reported as state-registered
Registration date: 2024-07-03
- ASCENDING ASSETS
Firm CRD 291852 · TX · Reported as state-registered
Registration date: 2022-08-02
- TUBREAUXS WEALTH & LEGACY SOLUTIONS
Firm CRD 291856 · TX · Reported as state-registered
Registration date: 2018-02-15
- COMPASS CAPITAL INVESTMENTS LLC
Firm CRD 291911 · TX · Reported as state-registered
Registration date: 2018-07-11
- VIRTUEVIAN VENTURES
Firm CRD 291986 · TX · Reported as state-registered
Registration date: 2018-08-07