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.
- VITAL CAPITAL LLC
Firm CRD 318147 · TX · Reported as state-registered
Registration date: 2022-06-06
- CAIMAN CAPITAL GROUP LLC
Firm CRD 318162 · TX · Reported as state-registered
Registration date: 2025-12-16
- HOLT WEALTH MANAGEMENT LLC
Firm CRD 318304 · TX · Reported as state-registered
Registration date: 2022-05-25
- MILLION PEBBLES
Firm CRD 318393 · TX · Reported as state-registered
Registration date: 2022-03-22
- SMALL VICTORIES WEALTH
Firm CRD 318429 · TX · Reported as state-registered
Registration date: 2022-04-22
- MYFI WEALTH MANAGEMENT, LLC
Firm CRD 318456 · TX · Reported as state-registered
Registration date: 2022-02-23
- LARSEN FINANCIAL MANAGEMENT
Firm CRD 318482 · TX · Reported as state-registered
Registration date: 2022-02-08
- BAYOU BRIDGE CAPITAL ADVISORS, LLC
Firm CRD 318595 · TX · Reported as state-registered
Registration date: 2022-04-04
- LEFTSKEWED INVESTMENT MANAGEMENT, LLC
Firm CRD 318669 · TX · Reported as state-registered
Registration date: 2026-01-28
- DURABLE DIVIDEND GROWTH STRATEGIES, L.P.
Firm CRD 318676 · TX · Reported as state-registered
Registration date: 2022-04-13
- ARTHAM ADVISORS
Firm CRD 318709 · TX · Reported as state-registered
Registration date: 2022-02-23
- OLD DRAKE, LLC
Firm CRD 318720 · TX · Reported as state-registered
Registration date: 2022-03-22
- WILKINS ADVISORS, LLC
Firm CRD 318746 · TX · Reported as state-registered
Registration date: 2022-04-27
- US GROWTH PARTNERS, LLC
Firm CRD 318763 · TX · Reported as state-registered
Registration date: 2022-02-22
- SELVA EQUITIES, LLC
Firm CRD 318779 · TX · Reported as state-registered
Registration date: 2022-03-22
- INTEGRITY FINANCIAL GROUP
Firm CRD 318877 · TX · Reported as state-registered
Registration date: 2022-11-02
- GRB CAPITAL MANAGEMENT LLC
Firm CRD 318917 · TX · Reported as state-registered
Registration date: 2022-03-17
- REATHERFORD WEALTH MANAGEMENT LLC
Firm CRD 318975 · TX · Reported as state-registered
Registration date: 2022-05-31
- QUALITY FINANCIAL PLANNING LLC
Firm CRD 319000 · TX · Reported as state-registered
Registration date: 2023-08-15
- MDO FINANCIAL PLANNING, LLC
Firm CRD 319059 · TX · Reported as state-registered
Registration date: 2022-05-31
- FRENCH FAMILY OFFICE, LLC
Firm CRD 319119 · TX · Reported as state-registered
Registration date: 2022-06-01
- FRESH BREAD INVESTMENTS, LLC
Firm CRD 319251 · TX · Reported as state-registered
Registration date: 2022-04-04
- FINANCIAL CLIENT
Firm CRD 319291 · TX · Reported as state-registered
Registration date: 2022-06-18
- 7 SATURDAYS FINANCIAL
Firm CRD 319340 · TX · Reported as state-registered
Registration date: 2022-04-13
- BLUE LADDER FINANCIAL PLANNING, LLC
Firm CRD 319431 · TX · Reported as state-registered
Registration date: 2022-04-28