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.
- CARRINGTON ADVISORS, LLC
Firm CRD 311522 · TX · Reported as state-registered
Registration date: 2021-01-15
- VETERINARY FINANCIAL GROUP LLC
Firm CRD 311543 · TX · Reported as state-registered
Registration date: 2021-07-15
- UBEQUITY WEALTH MANAGEMENT, LLC
Firm CRD 311577 · TX · Reported as state-registered
Registration date: 2021-01-15
- HODOS WEALTH GROUP, LLC
Firm CRD 311705 · TX · Reported as state-registered
Registration date: 2021-01-20
- FAIR OAKS FINANCIAL LLC
Firm CRD 311765 · TX · Reported as state-registered
Registration date: 2021-01-15
- GUIDING FINANCIAL
Firm CRD 311779 · TX · Reported as state-registered
Registration date: 2021-01-01
- QHH CAPITAL MANAGEMENT, LLC
Firm CRD 311791 · TX · Reported as state-registered
Registration date: 2021-01-01
- MALNIK WEALTH MANAGEMENT, LLC
Firm CRD 311814 · TX · Reported as state-registered
Registration date: 2022-01-14
- MANNA WEALTH STRATEGIES, LLC
Firm CRD 311887 · TX · Reported as state-registered
Registration date: 2024-07-10
- WB ADVISORS TEXAS LLC
Firm CRD 311898 · TX · Reported as state-registered
Registration date: 2021-04-26
- ALTAIR INVESTMENT MANAGEMENT
Firm CRD 311963 · TX · Reported as state-registered
Registration date: 2021-03-11
- CF FINANCIAL
Firm CRD 311964 · TX · Reported as state-registered
Registration date: 2021-01-21
- VEGA FINANCIAL LLC
Firm CRD 312036 · TX · Reported as state-registered
Registration date: 2023-03-16
- MISSION ADVISORY GROUP
Firm CRD 312055 · TX · Reported as state-registered
Registration date: 2026-05-01
- ACCESS FINANCIAL GROUP, LLC
Firm CRD 312084 · TX · Reported as state-registered
Registration date: 2020-12-13
- DROST FINANCIAL
Firm CRD 312103 · TX · Reported as state-registered
Registration date: 2022-04-29
- INAEYA WEALTH MANAGEMENT LLC
Firm CRD 312110 · TX · Reported as state-registered
Registration date: 2021-02-09
- KOINONIA FINANCIAL
Firm CRD 312136 · TX · Reported as state-registered
Registration date: 2021-01-01
- NYTRX LLC
Firm CRD 312141 · TX · Reported as state-registered
Registration date: 2025-07-17
- ASPEN WEALTH ADVISORS LLC
Firm CRD 312204 · TX · Reported as state-registered
Registration date: 2021-03-16
- CARVALHO INVESTMENT GROUP, LLC
Firm CRD 312231 · TX · Reported as state-registered
Registration date: 2021-04-07
- CAPLO ADVISORY LLC
Firm CRD 312295 · TX · Reported as state-registered
Registration date: 2023-02-06
- VINEYARD FAMILY WEALTH ADVISORS
Firm CRD 312336 · TX · Reported as state-registered
Registration date: 2022-09-22
- MAINSTAY CAPITAL
Firm CRD 312352 · TX · Reported as state-registered
Registration date: 2024-03-19
- WISE WEALTH MANAGEMENT
Firm CRD 312430 · TX · Reported as state-registered
Registration date: 2022-08-09