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.
- ONUS FINANCIAL LLC
Firm CRD 300120 · TX · Reported as state-registered
Registration date: 2019-03-22
- PRESIDIO FINANCIAL, LLC
Firm CRD 300270 · TX · Reported as state-registered
Registration date: 2019-02-25
- PLANB TAX & WEALTH ADVISORS LLC
Firm CRD 300278 · TX · Reported as state-registered
Registration date: 2019-08-02
- ORCHARD FINANCIAL
Firm CRD 300320 · TX · Reported as state-registered
Registration date: 2019-02-12
- THIRD GENERATION CAPITAL MANAGEMENT
Firm CRD 300367 · TX · Reported as state-registered
Registration date: 2019-05-29
- OVERSHARE
Firm CRD 300372 · TX · Reported as state-registered
Registration date: 2019-03-01
- SIMARIS FINANCIAL
Firm CRD 300386 · TX · Reported as state-registered
Registration date: 2019-05-13
- CAPITAL ADVICE, LLC
Firm CRD 300414 · TX · Reported as state-registered
Registration date: 2019-03-25
- KICKPOINT FINANCIAL, LLC
Firm CRD 300423 · TX · Reported as state-registered
Registration date: 2019-06-21
- FERRI INVESTMENT SOLUTIONS
Firm CRD 300479 · TX · Reported as state-registered
Registration date: 2019-03-01
- OUTPOST ADVISORS, LLC
Firm CRD 300602 · TX · Reported as state-registered
Registration date: 2020-11-20
- NINETY WEST GLOBAL WEALTH
Firm CRD 300614 · TX · Reported as state-registered
Registration date: 2023-04-19
- CRG WEALTH, LLC
Firm CRD 300615 · TX · Reported as state-registered
Registration date: 2019-09-06
- AAN WEALTH ADVISORS LLC
Firm CRD 300652 · TX · Reported as state-registered
Registration date: 2023-11-27
- DH ASSET MANAGEMENT, LLC
Firm CRD 300698 · TX · Reported as state-registered
Registration date: 2019-05-23
- GOLDEN GUIDANCE LLC
Firm CRD 300702 · TX · Reported as state-registered
Registration date: 2019-04-02
- CORE PARTNERS
Firm CRD 300771 · TX · Reported as state-registered
Registration date: 2019-07-15
- RETIREMITTEN FINANCIAL LLC
Firm CRD 300779 · TX · Reported as state-registered
Registration date: 2021-01-15
- ALPHA SQUARED CAPITAL, LLC
Firm CRD 300797 · TX · Reported as state-registered
Registration date: 2019-08-26
- TWO PILLARS ASSET MANAGEMENT
Firm CRD 300859 · TX · Reported as state-registered
Registration date: 2019-03-15
- BLUE ROCK CAPITAL
Firm CRD 300876 · TX · Reported as state-registered
Registration date: 2019-07-26
- OVERLOOK PARK WEALTH, LLC
Firm CRD 300955 · TX · Reported as state-registered
Registration date: 2019-04-18
- PARK WALK INVESTMENTS LLC
Firm CRD 300977 · TX · Reported as state-registered
Registration date: 2022-02-18
- FIDELIUM INVESTMENT ADVISERS, LLC
Firm CRD 300984 · TX · Reported as state-registered
Registration date: 2019-04-04
- SYMPHONY RETIREMENT PARTNERS LLC
Firm CRD 300990 · TX · Reported as state-registered
Registration date: 2019-04-04