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.
- NEW HEIGHTS PLANNING
Firm CRD 314959 · TX · Reported as state-registered
Registration date: 2021-07-12
- FIREHORSE STRATEGIC INVESTING, LLC
Firm CRD 315040 · TX · Reported as state-registered
Registration date: 2021-06-21
- DOUGLAS CAPITAL ADVISORS
Firm CRD 315059 · TX · Reported as state-registered
Registration date: 2024-01-18
- ADAM DOTY COMPANY
Firm CRD 315125 · TX · Reported as state-registered
Registration date: 2021-12-22
- PIERCE WEALTH PARTNERS, INC.
Firm CRD 315147 · TX · Reported as state-registered
Registration date: 2022-04-13
- VALOR WEALTH PARTNERS
Firm CRD 315179 · TX · Reported as state-registered
Registration date: 2026-01-15
- BASKETS CAPITAL LLC
Firm CRD 315226 · TX · Reported as state-registered
Registration date: 2021-06-16
- DEVELOPING FINANCIAL
Firm CRD 315242 · TX · Reported as state-registered
Registration date: 2022-09-22
- SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC
Firm CRD 315251 · TX · Reported as state-registered
Registration date: 2023-10-11
- NET EQUITY CAPITAL
Firm CRD 315303 · TX · Reported as state-registered
Registration date: 2022-01-03
- BULL & BEAR ADVISORS LLC
Firm CRD 315309 · TX · Reported as state-registered
Registration date: 2021-09-29
- ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.
Firm CRD 315366 · TX · Reported as state-registered
Registration date: 2021-09-29
- LAMPADOS FINANCIAL GROUP, LLC
Firm CRD 315375 · TX · Reported as state-registered
Registration date: 2026-01-23
- WARDLAW WEALTH MANAGEMENT LLC
Firm CRD 315408 · TX · Reported as state-registered
Registration date: 2021-10-22
- SAFE FUTURE WEALTH PARTNERS LLC
Firm CRD 315459 · TX · Reported as state-registered
Registration date: 2025-01-03
- BIAR LEGACY, LLC
Firm CRD 315472 · TX · Reported as state-registered
Registration date: 2022-08-04
- EMANCIPARE INVESTMENT ADVISORS
Firm CRD 315473 · TX · Reported as state-registered
Registration date: 2026-05-27
- CRU WEALTH MANAGEMENT
Firm CRD 315476 · TX · Reported as state-registered
Registration date: 2021-08-09
- CAPITAL ALLIANCE WEALTH MANAGEMENT
Firm CRD 315548 · TX · Reported as state-registered
Registration date: 2021-07-14
- RIGHTEOUS FINANCIAL, LLC
Firm CRD 315575 · TX · Reported as state-registered
Registration date: 2021-11-09
- SYNERGOS CAPITAL MANAGEMENT
Firm CRD 315583 · TX · Reported as state-registered
Registration date: 2021-08-03
- THINK DIFFERENT WEALTH ADVISORS LLC
Firm CRD 315744 · TX · Reported as state-registered
Registration date: 2021-08-02
- STRONGHOLD CAPITAL PARTNERS LLC
Firm CRD 315763 · TX · Reported as state-registered
Registration date: 2023-11-06
- BLUE MOUNTAIN FINANCIAL PLANNING
Firm CRD 315830 · TX · Reported as state-registered
Registration date: 2021-08-05
- FIT WEALTH
Firm CRD 315858 · TX · Reported as state-registered
Registration date: 2026-09-17