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.
- SKB ADVISORY, LLC
Firm CRD 304778 · TX · Reported as state-registered
Registration date: 2019-08-27
- CONCERT FINANCIAL PLANNING, LLC
Firm CRD 304831 · TX · Reported as state-registered
Registration date: 2019-08-26
- CAMPOS FINANCIAL
Firm CRD 304860 · TX · Reported as state-registered
Registration date: 2025-04-08
- GUZMAN WEALTH MANAGEMENT
Firm CRD 304861 · TX · Reported as state-registered
Registration date: 2019-07-26
- THE WEALTH OBSERVATORY
Firm CRD 304864 · TX · Reported as state-registered
Registration date: 2019-09-06
- PERCEPTIVE WEALTH ADVISORS LLC
Firm CRD 304880 · TX · Reported as state-registered
Registration date: 2019-09-03
- ROYAL ROAD WEALTH PARTNERS, LLC
Firm CRD 304973 · TX · Reported as state-registered
Registration date: 2019-10-17
- BALANCED INVESTMENT ADVISORS, LLC
Firm CRD 304976 · TX · Reported as state-registered
Registration date: 2020-02-04
- JOSHI CAPITAL MANAGEMENT, LLC
Firm CRD 305116 · TX · Reported as state-registered
Registration date: 2022-04-13
- FINANCIAL CORNERSTONES, LLC
Firm CRD 305120 · TX · Reported as state-registered
Registration date: 2020-04-21
- OLD VINE CAPITAL
Firm CRD 305172 · TX · Reported as state-registered
Registration date: 2020-04-29
- HERRINGTON WEALTH MANAGEMENT CORPORATION
Firm CRD 305202 · TX · Reported as state-registered
Registration date: 2019-09-03
- COMPLETE VIEW FINANCIAL LLC
Firm CRD 305247 · TX · Reported as state-registered
Registration date: 2019-08-26
- BEARING FINANCIAL ADVISORS, LLC
Firm CRD 305257 · TX · Reported as state-registered
Registration date: 2019-09-06
- FINANCIAL SYNERGISTICS GROUP, INC.
Firm CRD 305267 · TX · Reported as state-registered
Registration date: 2020-05-03
- CHALK CREEK PARTNERS, LLC
Firm CRD 305270 · TX · Reported as state-registered
Registration date: 2019-10-29
- PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
Firm CRD 305339 · TX · Reported as state-registered
Registration date: 2021-05-28
- BAYROCK FINANCIAL, L.L.C.
Firm CRD 305467 · TX · Reported as state-registered
Registration date: 2019-09-24
- MOUNTAIN FLOWER INVESTMENTS & PLANNING, LLC
Firm CRD 305469 · TX · Reported as state-registered
Registration date: 2021-05-21
- ACRUENCE CAPITAL, LLC
Firm CRD 305482 · TX · Reported as state-registered
Registration date: 2019-11-18
- MOMENTUM PRIVATE WEALTH MANAGEMENT
Firm CRD 305502 · TX · Reported as state-registered
Registration date: 2019-10-22
- FAITHFUL FINANCIAL LLC
Firm CRD 305653 · TX · Reported as state-registered
Registration date: 2019-10-22
- NEW STREET ADVISORS GROUP LLC
Firm CRD 305687 · TX · Reported as state-registered
Registration date: 2020-12-09
- BOGGS WALLACE WEALTH PARTNERS LLC
Firm CRD 305698 · TX · Reported as state-registered
Registration date: 2022-02-18
- EAGLE WEALTH MANAGEMENT, INC.
Firm CRD 305740 · TX · Reported as state-registered
Registration date: 2025-08-10