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.
- CROSS FINANCIAL STRATEGIES, LLC
Firm CRD 301085 · TX · Reported as state-registered
Registration date: 2019-05-13
- AESOP ADVISOR, LLC
Firm CRD 301160 · TX · Reported as state-registered
Registration date: 2019-06-12
- WOOD WEALTH MANAGEMENT LLC
Firm CRD 301188 · TX · Reported as state-registered
Registration date: 2019-05-07
- ZE CAPITAL LLC
Firm CRD 301192 · TX · Reported as state-registered
Registration date: 2019-11-07
- PHAN CAPITAL
Firm CRD 301304 · TX · Reported as state-registered
Registration date: 2019-04-11
- LAUGHTER FINANCIAL
Firm CRD 301316 · TX · Reported as state-registered
Registration date: 2019-05-02
- SHUTZER INVESTMENTS, LLC
Firm CRD 301318 · TX · Reported as state-registered
Registration date: 2021-04-26
- SPIRE INVESTMENT MANAGEMENT LLC
Firm CRD 301506 · TX · Reported as state-registered
Registration date: 2020-08-04
- BRIGHT VISION WEALTH
Firm CRD 301522 · TX · Reported as state-registered
Registration date: 2019-06-11
- RIDGEWOOD WEALTH MANAGEMENT LLC
Firm CRD 302033 · TX · Reported as state-registered
Registration date: 2019-06-04
- KOMONS FINANCIAL LLC
Firm CRD 302087 · TX · Reported as state-registered
Registration date: 2026-02-05
- TAX PRO ADVISOR
Firm CRD 304119 · TX · Reported as state-registered
Registration date: 2019-06-26
- TBMS WEALTH LLC
Firm CRD 304191 · TX · Reported as state-registered
Registration date: 2019-05-31
- VAN NOSTRAND WEALTH MANAGEMENT LLC
Firm CRD 304200 · TX · Reported as state-registered
Registration date: 2025-02-20
- VALUETREE FINANCIAL LLC
Firm CRD 304226 · TX · Reported as state-registered
Registration date: 2019-06-19
- KINETIX FINANCIAL PLANNING
Firm CRD 304351 · TX · Reported as state-registered
Registration date: 2019-07-11
- DESMO WEALTH ADVISORS, LLC
Firm CRD 304358 · TX · Reported as state-registered
Registration date: 2019-07-11
- LAKE HIGHLANDS CAPITAL MANAGEMENT
Firm CRD 304452 · TX · Reported as state-registered
Registration date: 2019-07-15
- CHRIS REDDICK FINANCIAL PLANNING
Firm CRD 304542 · TX · Reported as state-registered
Registration date: 2019-07-11
- DEWITT AND DUNN FINANCIAL SERVICES, LLC
Firm CRD 304561 · TX · Reported as state-registered
Registration date: 2020-09-27
- BLUEPRINT RETIREMENT ADVISORS LLC
Firm CRD 304611 · TX · Reported as state-registered
Registration date: 2019-07-19
- KRISHNA WEALTH PLANNING
Firm CRD 304613 · TX · Reported as state-registered
Registration date: 2019-08-15
- HOYLE CAPITAL, LLC
Firm CRD 304651 · TX · Reported as state-registered
Registration date: 2019-08-02
- REAL LIFE PLANNING
Firm CRD 304695 · TX · Reported as state-registered
Registration date: 2021-05-18
- FOURPARK ADVISORS, LLC
Firm CRD 304717 · TX · Reported as state-registered
Registration date: 2019-12-12