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.
- BLUECHIP FINANCIAL PLANNING, INC.
Firm CRD 114944 · TX · Reported as state-registered
Registration date: 1997-06-30
- FOUR SEASONS INVESTMENT MANAGEMENT, INC.
Firm CRD 114958 · TX · Reported as state-registered
Registration date: 1998-10-05
- KENTOR FINANCIAL
Firm CRD 114996 · TX · Reported as state-registered
Registration date: 1997-11-26
- RONALD RAY SCHULZE
Firm CRD 115007 · TX · Reported as state-registered
Registration date: 1990-03-23
- RUDD AND WISDOM, INC.
Firm CRD 115092 · TX · Reported as state-registered
Registration date: 2002-02-26
- OPTIFOLIO
Firm CRD 115110 · TX · Reported as state-registered
Registration date: 2020-07-30
- BOYTER FINANCIAL SERVICES
Firm CRD 115255 · TX · Reported as state-registered
Registration date: 1998-06-16
- JON BOS FINANCIAL ADVISOR LLC
Firm CRD 115263 · TX · Reported as state-registered
Registration date: 2003-01-10
- OAKMONT FINANCIAL SERVICES, L.L.C.
Firm CRD 115291 · TX · Reported as state-registered
Registration date: 2002-01-01
- BROOKS FINANCIAL SERVICES
Firm CRD 115305 · TX · Reported as state-registered
Registration date: 2003-09-15
- SPECTRUM STRATEGIES, L.L.C.
Firm CRD 115318 · TX · Reported as state-registered
Registration date: 1998-08-17
- 57 WEST CAPITAL ADVISORS, INC.
Firm CRD 115378 · TX · Reported as state-registered
Registration date: 1999-04-20
- PURSUIT WEALTH MANAGEMENT
Firm CRD 115416 · TX · Reported as state-registered
Registration date: 2014-11-18
- PRO ADVISORS, LTD. DBA R J PICKLE FINANCIAL SERVICES
Firm CRD 115490 · TX · Reported as state-registered
Registration date: 2001-11-19
- EDNA J. THOMPSEN, CFP
Firm CRD 115524 · TX · Reported as state-registered
Registration date: 1993-09-16
- MENTOR FINANCIAL ADVISORY GROUP, LTD.
Firm CRD 115537 · TX · Reported as state-registered
Registration date: 2001-08-08
- LINK FINANCIAL CORPORATION
Firm CRD 115570 · TX · Reported as state-registered
Registration date: 2026-02-12
- PEAK INVESTMENTS
Firm CRD 115632 · TX · Reported as state-registered
Registration date: 1997-06-04
- CRAWFORD ADVISORY GROUP, LLC
Firm CRD 115676 · TX · Reported as state-registered
Registration date: 2001-12-04
- AMERICAN MARKET ADVISORS, INC.
Firm CRD 115796 · TX · Reported as state-registered
Registration date: 1990-12-04
- FINANCIAL STRATEGIES, INC
Firm CRD 115828 · TX · Reported as state-registered
Registration date: 2022-11-03
- EDWARD ALLEN BENSON, PHD.
Firm CRD 115866 · TX · Reported as state-registered
Registration date: 1993-07-30
- LIVING ROOM WEALTH MANAGEMENT
Firm CRD 116014 · TX · Reported as state-registered
Registration date: 2001-08-28
- ASPEN FINANCIAL MANAGEMENT, INC.
Firm CRD 116149 · TX · Reported as state-registered
Registration date: 2012-05-25
- CARTER ADVISORY SERVICES, INC
Firm CRD 116249 · TX · Reported as state-registered
Registration date: 1981-03-13