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.
- PEERLESS WEALTH
Firm CRD 305807 · TX · Reported as state-registered
Registration date: 2023-12-04
- DEEP THINK INVESTMENTS
Firm CRD 305920 · TX · Reported as state-registered
Registration date: 2019-10-29
- JPN ADVISORS LLC
Firm CRD 306032 · TX · Reported as state-registered
Registration date: 2020-03-12
- DOUBLE SEVEN WEALTH GROUP, LLC
Firm CRD 306038 · TX · Reported as state-registered
Registration date: 2019-11-01
- INVESTMENTS PLUS LLC
Firm CRD 306040 · TX · Reported as state-registered
Registration date: 2019-11-07
- RICHARDS FINANCIAL PLANNING, LLC
Firm CRD 306087 · TX · Reported as state-registered
Registration date: 2020-01-08
- WINGO ASSET MANAGEMENT, LLC
Firm CRD 306099 · TX · Reported as state-registered
Registration date: 2026-02-03
- WHAT ABOUT US FINANCIAL
Firm CRD 306116 · TX · Reported as state-registered
Registration date: 2022-03-14
- WEALTHGEN ADVISORS, LLC
Firm CRD 306196 · TX · Reported as state-registered
Registration date: 2021-06-15
- KELLY KLINGAMAN FINANCIAL PLANNING LLC
Firm CRD 306286 · TX · Reported as state-registered
Registration date: 2022-01-28
- ADAIR FINANCIAL PRIVATE CLIENT GROUP
Firm CRD 306300 · TX · Reported as state-registered
Registration date: 2021-09-24
- CEDAR VALLEY CAPITAL LLC
Firm CRD 306303 · TX · Reported as state-registered
Registration date: 2020-03-03
- FOCUSED COMPOUNDING CAPITAL MANAGEMENT, LLC
Firm CRD 306305 · TX · Reported as state-registered
Registration date: 2020-03-04
- MANENT CAPITAL
Firm CRD 306353 · TX · Reported as state-registered
Registration date: 2025-07-24
- ORDERLY FINANCE
Firm CRD 306511 · TX · Reported as state-registered
Registration date: 2024-03-15
- SLATON CAPITAL ADVISORS
Firm CRD 306564 · TX · Reported as state-registered
Registration date: 2020-04-10
- KINGHORN LAW | FINANCIAL
Firm CRD 306672 · TX · Reported as state-registered
Registration date: 2022-04-22
- SUMMIT INVESTMENT ADVISORY GROUP LLC
Firm CRD 306690 · TX · Reported as state-registered
Registration date: 2021-08-05
- EMERGING OAKS CAPITAL LLC
Firm CRD 306759 · TX · Reported as state-registered
Registration date: 2020-01-21
- BULL RUN INVESTMENT MANAGEMENT LLC
Firm CRD 306763 · TX · Reported as state-registered
Registration date: 2021-12-15
- IS CAPITAL MANAGEMENT
Firm CRD 306787 · TX · Reported as state-registered
Registration date: 2020-01-13
- WORLD MARKET ADVISORS
Firm CRD 306933 · TX · Reported as state-registered
Registration date: 2025-02-12
- FORCE ACRES, LLC
Firm CRD 306946 · TX · Reported as state-registered
Registration date: 2020-03-12
- MIDWEST WEALTH MANAGEMENT INC
Firm CRD 306973 · TX · Reported as state-registered
Registration date: 2020-03-31
- IMPACTFUL WEALTH SOLUTIONS
Firm CRD 306976 · TX · Reported as state-registered
Registration date: 2020-04-01