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.
- FQI CAPITAL MANAGEMENT LLC
Firm CRD 298931 · TX · Reported as state-registered
Registration date: 2018-12-04
- YENDREY WEALTH MANAGEMENT LLC
Firm CRD 298940 · TX · Reported as state-registered
Registration date: 2018-10-29
- INTEGRITY PRIVATE WEALTH ADVISORS, LLC
Firm CRD 299046 · TX · Reported as state-registered
Registration date: 2019-04-18
- BIBLE & SOVEREIGN PARTNERS FINANCIAL SERVICES
Firm CRD 299244 · TX · Reported as state-registered
Registration date: 2020-02-24
- M&A WEALTH
Firm CRD 299284 · TX · Reported as state-registered
Registration date: 2018-12-06
- NEST FINANCIAL LLC
Firm CRD 299307 · TX · Reported as state-registered
Registration date: 2018-11-05
- HJ HARRELL INVESTMENTS
Firm CRD 299320 · TX · Reported as state-registered
Registration date: 2019-01-15
- WHITESTONE WEALTH ADVISORS, LLC
Firm CRD 299381 · TX · Reported as state-registered
Registration date: 2019-03-07
- PROVIDENT WEALTH MANAGEMENT
Firm CRD 299389 · TX · Reported as state-registered
Registration date: 2023-11-27
- BFG WEALTH MANAGEMENT LLC
Firm CRD 299406 · TX · Reported as state-registered
Registration date: 2022-02-28
- OLSON WEALTH MANAGEMENT
Firm CRD 299426 · TX · Reported as state-registered
Registration date: 2018-12-18
- HOUSTON WEALTH ADVISERS, LLC.
Firm CRD 299442 · TX · Reported as state-registered
Registration date: 2019-01-02
- ASSURANCE WEALTH MANAGEMENT
Firm CRD 299459 · TX · Reported as state-registered
Registration date: 2019-01-16
- FINPOWER
Firm CRD 299546 · TX · Reported as state-registered
Registration date: 2019-01-10
- TWO CENTURIES INVESTMENTS, LLC
Firm CRD 299570 · TX · Reported as state-registered
Registration date: 2020-04-17
- ARETE ADVISORS
Firm CRD 299636 · TX · Reported as state-registered
Registration date: 2019-01-16
- O'HAVER WEALTH MANAGEMENT, LLC
Firm CRD 299698 · TX · Reported as state-registered
Registration date: 2019-04-23
- FS FINANCIAL ADVISORS, LLC
Firm CRD 299823 · TX · Reported as state-registered
Registration date: 2019-03-12
- HARVEST CAPITAL MANAGEMENT
Firm CRD 299868 · TX · Reported as state-registered
Registration date: 2019-01-10
- LOWERCASE CAPITAL, LLC
Firm CRD 299880 · TX · Reported as state-registered
Registration date: 2019-02-14
- CAIRN FINANCIAL GROUP
Firm CRD 299889 · TX · Reported as state-registered
Registration date: 2024-06-19
- SHIDOOSH WEALTH MANAGEMENT LLC
Firm CRD 299891 · TX · Reported as state-registered
Registration date: 2022-02-17
- ARROW INVESTMENT MANAGEMENT LLC
Firm CRD 299972 · TX · Reported as state-registered
Registration date: 2022-01-05
- TUSKER WEALTH MANAGEMENT, LLC
Firm CRD 300005 · TX · Reported as state-registered
Registration date: 2019-02-28
- PVB WEALTH MANAGEMENT, LLC
Firm CRD 300092 · TX · Reported as state-registered
Registration date: 2019-02-07