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.
- UPSPRING CAPITAL LLC
Firm CRD 292010 · TX · Reported as state-registered
Registration date: 2018-03-13
- FURRIER AND CROWN INVESTMENTS, LLC
Firm CRD 292064 · TX · Reported as state-registered
Registration date: 2018-10-22
- LIFETIME CAPITAL PLANNING GROUP LLC
Firm CRD 292120 · TX · Reported as state-registered
Registration date: 2020-12-08
- BLUEPRINT 360 LLC
Firm CRD 292136 · TX · Reported as state-registered
Registration date: 2018-02-09
- SUNLIGHT INVESTMENTS
Firm CRD 292139 · TX · Reported as state-registered
Registration date: 2018-07-10
- AUSTIN 180 ADVISORY GROUP LLC
Firm CRD 292141 · TX · Reported as state-registered
Registration date: 2018-02-15
- ROLAND, CRISS INVESTMENT RESEARCH, LLC
Firm CRD 292171 · TX · Reported as state-registered
Registration date: 2018-02-08
- EDK ADVISORY
Firm CRD 292227 · TX · Reported as state-registered
Registration date: 2018-02-08
- BOW STREAM INVESTMENTS LLC
Firm CRD 292230 · TX · Reported as state-registered
Registration date: 2024-08-21
- PROSPERITY FIRST WEALTH MANAGEMENT
Firm CRD 292253 · TX · Reported as state-registered
Registration date: 2019-01-09
- DICKSON FINANCIAL GROUP, LLC.
Firm CRD 292258 · TX · Reported as state-registered
Registration date: 2018-05-11
- MONTLAKE CAPITAL MANAGEMENT, LLC
Firm CRD 292299 · TX · Reported as state-registered
Registration date: 2018-04-11
- BOLLINGER WEALTH MANAGEMENT LLC
Firm CRD 292344 · TX · Reported as state-registered
Registration date: 2018-02-23
- DEVKOTA CAPITAL ADVISORS
Firm CRD 292346 · TX · Reported as state-registered
Registration date: 2018-08-23
- GCB PRIVATE WEALTH
Firm CRD 292356 · TX · Reported as state-registered
Registration date: 2021-07-06
- THRIFTY SCOTTY FINANCIAL, LLC
Firm CRD 292418 · TX · Reported as state-registered
Registration date: 2018-03-29
- HEDGEFIELD WEALTH MANAGEMENT
Firm CRD 292442 · TX · Reported as state-registered
Registration date: 2018-04-05
- ROOSEVELT ADVISORS LLC
Firm CRD 292524 · TX · Reported as state-registered
Registration date: 2018-06-18
- ROCKBOUND WEALTH MANAGEMENT
Firm CRD 292616 · TX · Reported as state-registered
Registration date: 2018-05-11
- BRILLIANT FINANCIAL STRATEGIES LLC
Firm CRD 292622 · TX · Reported as state-registered
Registration date: 2021-11-19
- BRAXTON FINANCIAL GROUP, LLC
Firm CRD 292903 · TX · Reported as state-registered
Registration date: 2018-08-01
- IDEOLOGY WEALTH ADVISORS, LLC
Firm CRD 292923 · TX · Reported as state-registered
Registration date: 2018-05-23
- MERCER STREET PERSONAL FINANCIAL SERVICES
Firm CRD 292972 · TX · Reported as state-registered
Registration date: 2018-06-18
- BELONGING WEALTH MANAGEMENT
Firm CRD 292974 · TX · Reported as state-registered
Registration date: 2018-03-16
- VIBRANT WEALTH
Firm CRD 293068 · TX · Reported as state-registered
Registration date: 2024-01-30