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.
- ADVENTURE WEALTH ADVISORS
Firm CRD 307039 · TX · Reported as state-registered
Registration date: 2020-09-12
- PORTFOLIO DYNAMIX
Firm CRD 307069 · TX · Reported as state-registered
Registration date: 2025-01-13
- RETIREMENT INVESTMENT ADVISORS INC.
Firm CRD 307157 · TX · Reported as state-registered
Registration date: 2021-12-10
- COASTAL CAPITAL ADVISORS
Firm CRD 307224 · TX · Reported as state-registered
Registration date: 2024-09-26
- 323 WEALTH MANAGEMENT, LLC
Firm CRD 307266 · TX · Reported as state-registered
Registration date: 2020-03-12
- HERITAGE ADVISORS GROUP, INC.
Firm CRD 307283 · TX · Reported as state-registered
Registration date: 2020-08-24
- EDWARDS FINANCIAL & INSURANCE SERVICES
Firm CRD 307290 · TX · Reported as state-registered
Registration date: 2020-04-02
- SCARECROW ADVISORS, LLC
Firm CRD 307469 · TX · Reported as state-registered
Registration date: 2021-10-08
- SAGE PATH SOLUTIONS
Firm CRD 307479 · TX · Reported as state-registered
Registration date: 2020-03-17
- SPRING DELTA ASSET MANAGEMENT, LLC
Firm CRD 307539 · TX · Reported as state-registered
Registration date: 2020-08-10
- GLADIATOR CAPITAL MANAGEMENT
Firm CRD 307616 · TX · Reported as state-registered
Registration date: 2023-01-30
- GRANITE CAPITAL WEALTH MANAGEMENT LLC
Firm CRD 307670 · TX · Reported as state-registered
Registration date: 2022-12-08
- CRESTRIDGE WEALTH ADVISORS, LLC
Firm CRD 307679 · TX · Reported as state-registered
Registration date: 2021-01-19
- SERENDIB CAPITAL MANAGEMENT LLC
Firm CRD 307709 · TX · Reported as state-registered
Registration date: 2020-04-01
- LLOYDS INTREPID WEALTH MANAGEMENT
Firm CRD 307839 · TX · Reported as state-registered
Registration date: 2020-07-08
- GRASS CAPITAL LLC
Firm CRD 307853 · TX · Reported as state-registered
Registration date: 2023-06-14
- NASCHE ASSET MANAGEMENT LLC
Firm CRD 308014 · TX · Reported as state-registered
Registration date: 2020-05-08
- AMC WEALTH MANAGEMENT, LLC
Firm CRD 308157 · TX · Reported as state-registered
Registration date: 2024-06-19
- WAYMAKER FINANCIAL PLANNING
Firm CRD 308177 · TX · Reported as state-registered
Registration date: 2020-04-29
- HORIZONS FINANCIAL PLANNING
Firm CRD 308216 · TX · Reported as state-registered
Registration date: 2020-03-29
- WHITE ASPEN CAPITAL LLC
Firm CRD 308370 · TX · Reported as state-registered
Registration date: 2020-08-04
- AEON CAPITAL PARTNERS, LLC
Firm CRD 308424 · TX · Reported as state-registered
Registration date: 2025-02-04
- ORIS WEALTH DESIGNS LLC
Firm CRD 308463 · TX · Reported as state-registered
Registration date: 2020-11-09
- THEORY PLANNING PARTNERS
Firm CRD 308877 · TX · Reported as state-registered
Registration date: 2025-11-24
- QUILLPEN ADVISORS, LLC
Firm CRD 308896 · TX · Reported as state-registered
Registration date: 2020-08-25