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.
- AZ LEGACY WEALTH LLC
Firm CRD 308906 · TX · Reported as state-registered
Registration date: 2020-06-17
- WESTSIDE FINANCIAL ADVISORS LLC
Firm CRD 308953 · TX · Reported as state-registered
Registration date: 2023-05-24
- INNOVATIVE WEALTH MANAGEMENT
Firm CRD 308965 · TX · Reported as state-registered
Registration date: 2021-06-21
- ABW, LLC
Firm CRD 309104 · TX · Reported as state-registered
Registration date: 2021-09-29
- J BEAVER INVESTMENT ADVISORS INC
Firm CRD 309157 · TX · Reported as state-registered
Registration date: 2020-06-12
- FIRST CHOICE FINANCIAL PLANNING LLC
Firm CRD 309162 · TX · Reported as state-registered
Registration date: 2020-06-14
- EQUILIBRIUM VENTURES, LLC
Firm CRD 309164 · TX · Reported as state-registered
Registration date: 2020-06-02
- KWS ADVISORY GROUP, LLC
Firm CRD 309184 · TX · Reported as state-registered
Registration date: 2020-09-16
- ANIMUS WEALTH MANAGEMENT, LLC.
Firm CRD 309189 · TX · Reported as state-registered
Registration date: 2020-05-29
- REAL ADVISERS LLC RIA SERIES
Firm CRD 309221 · TX · Reported as state-registered
Registration date: 2021-02-12
- CRESTWAY ADVISORY GROUP
Firm CRD 309278 · TX · Reported as state-registered
Registration date: 2021-01-01
- BDJ WEALTH MANAGEMENT LLC
Firm CRD 309290 · TX · Reported as state-registered
Registration date: 2020-05-29
- RISTAU CAPITAL, LLC
Firm CRD 309325 · TX · Reported as state-registered
Registration date: 2020-06-25
- WORLD CHOICE SECURITIES, INC.
Firm CRD 30933 · TX · Reported as state-registered
Registration date: 1993-01-01
- COMAL WEALTH MANAGEMENT
Firm CRD 309352 · TX · Reported as state-registered
Registration date: 2020-06-27
- VOLKMAN WEALTH MANAGEMENT, LLC
Firm CRD 309438 · TX · Reported as state-registered
Registration date: 2020-07-16
- WISDOM OAK FUND MANAGEMENT LLC
Firm CRD 309446 · TX · Reported as state-registered
Registration date: 2025-01-13
- KAPELA
Firm CRD 309601 · TX · Reported as state-registered
Registration date: 2020-07-28
- ANALOG CAPITAL PARTNERS LLC
Firm CRD 309636 · TX · Reported as state-registered
Registration date: 2020-07-08
- BREXTON FAMILY FINANCIAL, LLC
Firm CRD 309643 · TX · Reported as state-registered
Registration date: 2020-07-10
- PLANVEST, LLC
Firm CRD 309669 · TX · Reported as state-registered
Registration date: 2020-10-10
- ALLSTREET WEALTH
Firm CRD 309689 · TX · Reported as state-registered
Registration date: 2024-09-14
- WEALTH MANAGEMENT ADVISORS RIA, INC.
Firm CRD 309694 · TX · Reported as state-registered
Registration date: 2022-07-07
- AMPLIO WEALTH MANAGEMENT, INC.
Firm CRD 309712 · TX · Reported as state-registered
Registration date: 2020-08-21
- OAKS WEALTH MANAGEMENT
Firm CRD 309759 · TX · Reported as state-registered
Registration date: 2020-10-05