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.
- DBM ADVISORS, LLC
Firm CRD 293138 · TX · Reported as state-registered
Registration date: 2018-06-08
- JHM ASSET MANAGEMENT, LLC
Firm CRD 293157 · TX · Reported as state-registered
Registration date: 2018-03-13
- INCLINE INVESTMENT ADVISORS, LLC
Firm CRD 293331 · TX · Reported as state-registered
Registration date: 2020-02-07
- PA MANAGEMENT LLC
Firm CRD 293446 · TX · Reported as state-registered
Registration date: 2021-05-21
- WESTMOUNT REALTY ADVISORS, LLC
Firm CRD 293508 · TX · Reported as state-registered
Registration date: 2019-01-29
- CONCURRENT WEALTH MANAGEMENT
Firm CRD 293564 · TX · Reported as state-registered
Registration date: 2018-06-18
- ANCHORY, LLC
Firm CRD 293701 · TX · Reported as state-registered
Registration date: 2018-06-05
- PRUDENCE ADVISORY SERVICES
Firm CRD 293721 · TX · Reported as state-registered
Registration date: 2018-04-30
- K&S WEALTH ADVISORS, LLC
Firm CRD 294310 · TX · Reported as state-registered
Registration date: 2018-04-20
- 10 KEY CONSULTING, LLC
Firm CRD 294775 · TX · Reported as state-registered
Registration date: 2018-08-10
- ARMIS FINANCIAL, LLC
Firm CRD 294890 · TX · Reported as state-registered
Registration date: 2024-05-24
- FLOURISH FINANCIAL PLANNING
Firm CRD 295401 · TX · Reported as state-registered
Registration date: 2018-04-18
- TB SUNRIDGE ADVISORS LLC
Firm CRD 295507 · TX · Reported as state-registered
Registration date: 2022-01-25
- MOMENTUM WEALTH MANAGEMENT
Firm CRD 295689 · TX · Reported as state-registered
Registration date: 2026-01-09
- PRS WEALTH MANAGEMENT
Firm CRD 296319 · TX · Reported as state-registered
Registration date: 2018-07-17
- XENITH FINANCIAL ADVISORY SERVICES, LLC
Firm CRD 296479 · TX · Reported as state-registered
Registration date: 2018-07-17
- HOLMAN WEALTH MANAGEMENT
Firm CRD 296591 · TX · Reported as state-registered
Registration date: 2018-04-30
- REG DAVIS INVESTMENTS, LLC
Firm CRD 296924 · TX · Reported as state-registered
Registration date: 2018-09-06
- TORRE FINANCIAL
Firm CRD 296961 · TX · Reported as state-registered
Registration date: 2018-06-18
- NXT:GEN FINANCIAL PLANNING
Firm CRD 296992 · TX · Reported as state-registered
Registration date: 2018-08-31
- NORSTAR FINANCIAL OF PLANO, LLC
Firm CRD 297028 · TX · Reported as state-registered
Registration date: 2018-06-05
- GREAT LAKES BAY FINANCIAL
Firm CRD 297138 · TX · Reported as state-registered
Registration date: 2026-03-10
- LIGHT CAPITAL MANAGEMENT LLC
Firm CRD 297161 · TX · Reported as state-registered
Registration date: 2021-04-23
- RUSSELL ADVISORY GROUP, INC
Firm CRD 297199 · TX · Reported as state-registered
Registration date: 2022-05-06
- REDEFINE FINANCIAL
Firm CRD 297277 · TX · Reported as state-registered
Registration date: 2018-08-16