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.
- SOAR FINANCIAL LLC
Firm CRD 309772 · TX · Reported as state-registered
Registration date: 2021-08-10
- MAGUIRE STEWARDSHIP PARTNERS
Firm CRD 309782 · TX · Reported as state-registered
Registration date: 2020-08-07
- HICKS MANAGEMENT & FINANCIAL SERVICES, LLC
Firm CRD 309799 · TX · Reported as state-registered
Registration date: 2020-08-04
- HELPING HAND RIA, LLC
Firm CRD 309802 · TX · Reported as state-registered
Registration date: 2020-11-06
- CHANAKYA BUSINESS VENTURES LLC
Firm CRD 309886 · TX · Reported as state-registered
Registration date: 2021-12-08
- CLEAR AND SIMPLE FINANCIAL GROUP LLC
Firm CRD 309957 · TX · Reported as state-registered
Registration date: 2020-08-18
- JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP
Firm CRD 309992 · TX · Reported as state-registered
Registration date: 2020-10-02
- JOSEPH WEALTH MANAGEMENT, LLC
Firm CRD 309996 · TX · Reported as state-registered
Registration date: 2022-11-22
- TAO FINANCIAL
Firm CRD 310134 · TX · Reported as state-registered
Registration date: 2020-12-08
- DESLA WEALTH MANAGEMENT
Firm CRD 310235 · TX · Reported as state-registered
Registration date: 2024-01-30
- BOWLINE FINANCIAL, LLC
Firm CRD 310255 · TX · Reported as state-registered
Registration date: 2020-12-15
- THE RAFFIN GROUP LLC
Firm CRD 310270 · TX · Reported as state-registered
Registration date: 2023-02-17
- CORVUM INVESTMENT MANAGEMENT
Firm CRD 310390 · TX · Reported as state-registered
Registration date: 2021-06-23
- LOTUSMENT ADVISORS, LLC
Firm CRD 310413 · TX · Reported as state-registered
Registration date: 2022-03-15
- ELGON FINANCIAL ADVISORS
Firm CRD 310458 · TX · Reported as state-registered
Registration date: 2020-09-15
- GWD CAPITAL MANAGEMENT, LLC
Firm CRD 310471 · TX · Reported as state-registered
Registration date: 2021-01-08
- ARK ALLIANCE FINANCIAL LLC
Firm CRD 310539 · TX · Reported as state-registered
Registration date: 2020-10-08
- COMBS CAPITAL PARTNERS
Firm CRD 310547 · TX · Reported as state-registered
Registration date: 2020-09-16
- Y2K FINANCIAL LLC
Firm CRD 310585 · TX · Reported as state-registered
Registration date: 2020-10-10
- DYNAMIQUE CAPITAL ADVISORS
Firm CRD 310588 · TX · Reported as state-registered
Registration date: 2020-10-23
- SG WEALTH MANAGERS LLC
Firm CRD 310597 · TX · Reported as state-registered
Registration date: 2021-10-09
- OLYMPUS CAPITAL, LLC
Firm CRD 310659 · TX · Reported as state-registered
Registration date: 2020-09-27
- WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING
Firm CRD 310668 · TX · Reported as state-registered
Registration date: 2022-05-24
- GORDON OAK FINANCIAL, LLC
Firm CRD 310697 · TX · Reported as state-registered
Registration date: 2021-01-05
- ROCKWALL WEALTH ADVISORS
Firm CRD 310735 · TX · Reported as state-registered
Registration date: 2020-11-06