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.
- INSIDE EDGE CAPITAL MANAGEMENT, LLC
Firm CRD 315864 · TX · Reported as state-registered
Registration date: 2021-09-01
- 10X10Y LLC
Firm CRD 315871 · TX · Reported as state-registered
Registration date: 2021-08-17
- MOMENTUM FINANCIAL STRATEGIES, LLC
Firm CRD 315885 · TX · Reported as state-registered
Registration date: 2024-01-19
- NUBIAN SQUARE INVESTMENT ADVISORS, LLC
Firm CRD 315955 · TX · Reported as state-registered
Registration date: 2021-11-01
- MISSION RETIREMENT
Firm CRD 315964 · TX · Reported as state-registered
Registration date: 2021-10-26
- MACFARLANE INVESTORS
Firm CRD 315984 · TX · Reported as state-registered
Registration date: 2026-06-03
- AMPLIFIED ALPHA
Firm CRD 316022 · TX · Reported as state-registered
Registration date: 2022-02-02
- FESC ASSET MANAGEMENT LLC
Firm CRD 316067 · TX · Reported as state-registered
Registration date: 2023-07-27
- SOLID ROCK CAPITAL MANAGEMENT
Firm CRD 316097 · TX · Reported as state-registered
Registration date: 2021-10-14
- SOF SPECTRUM CAPITAL MANAGEMENT, LLC
Firm CRD 316108 · TX · Reported as state-registered
Registration date: 2024-01-17
- LUMINARY WEALTH ADVISORS
Firm CRD 316140 · TX · Reported as state-registered
Registration date: 2021-10-08
- WOODWARD INVESTMENT MANAGEMENT, LLC
Firm CRD 316141 · TX · Reported as state-registered
Registration date: 2021-09-30
- MIDWAY PARTNERS CAPITAL MANAGEMENT, LLC
Firm CRD 316180 · TX · Reported as state-registered
Registration date: 2023-01-26
- EAGLE INVESTORS LLC
Firm CRD 316259 · TX · Reported as state-registered
Registration date: 2024-04-26
- KELLEY LANE CAPITAL, LLC
Firm CRD 316410 · TX · Reported as state-registered
Registration date: 2022-03-31
- NAUTICAL STAR FINANCIAL GROUP LLC
Firm CRD 316426 · TX · Reported as state-registered
Registration date: 2021-11-19
- ASSURED ADVISORY GROUP, LLC
Firm CRD 316449 · TX · Reported as state-registered
Registration date: 2021-12-08
- DESTEFANO WEALTH MANAGEMENT
Firm CRD 316484 · TX · Reported as state-registered
Registration date: 2021-09-10
- FORWARD FINANCIAL LLC
Firm CRD 316517 · TX · Reported as state-registered
Registration date: 2021-11-05
- KINGDOM CAPITAL ADVISORS, LLC
Firm CRD 316530 · TX · Reported as state-registered
Registration date: 2024-04-26
- AKG FINANCIAL GROUP
Firm CRD 316548 · TX · Reported as state-registered
Registration date: 2021-10-19
- RIVERCREST INVESTMENT ADVISORS, LLC
Firm CRD 316608 · TX · Reported as state-registered
Registration date: 2021-12-17
- ALPHAPLUS WEALTH MANAGEMENT LLC
Firm CRD 316620 · TX · Reported as state-registered
Registration date: 2026-08-04
- WORTHEN FINANCIAL ADVISORS
Firm CRD 316622 · TX · Reported as state-registered
Registration date: 2021-10-25
- BWS INVESTMENT MANAGEMENT, LLC
Firm CRD 316686 · TX · Reported as state-registered
Registration date: 2025-02-04