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.
- SIMPLY HUMAN ADVISORS
Firm CRD 319482 · TX · Reported as state-registered
Registration date: 2022-07-07
- AA WEALTH STRATEGIES LLC
Firm CRD 319496 · TX · Reported as state-registered
Registration date: 2022-05-31
- BRAINTRUST CAPITAL, LLC
Firm CRD 319510 · TX · Reported as state-registered
Registration date: 2022-10-06
- RED TREE INVESTMENTS
Firm CRD 319528 · TX · Reported as state-registered
Registration date: 2022-05-04
- ENVISION RETIREMENT LLC
Firm CRD 319587 · TX · Reported as state-registered
Registration date: 2022-09-19
- MUELLER WEALTH ADVISORS
Firm CRD 319629 · TX · Reported as state-registered
Registration date: 2022-09-28
- BLESSED FINANCIAL INVESTMENTS, LLC
Firm CRD 319670 · TX · Reported as state-registered
Registration date: 2022-10-31
- HARRIS FINANCIAL CONSULTING, PLLC
Firm CRD 319760 · TX · Reported as state-registered
Registration date: 2022-05-04
- FINANCIAL PLANNING HQ, LLC
Firm CRD 320613 · TX · Reported as state-registered
Registration date: 2022-09-07
- GARZA FINANCIAL PLANNING
Firm CRD 321126 · TX · Reported as state-registered
Registration date: 2022-06-15
- CHISHOLM WEALTH MANAGEMENT
Firm CRD 321134 · TX · Reported as state-registered
Registration date: 2022-05-10
- COLLECTIVE WEALTH, LLC
Firm CRD 321142 · TX · Reported as state-registered
Registration date: 2022-08-25
- GATEWAY FINANCIAL ADVISORS TEXAS, LLC
Firm CRD 321174 · TX · Reported as state-registered
Registration date: 2022-06-02
- ALPHA CAPITAL LLC
Firm CRD 321194 · TX · Reported as state-registered
Registration date: 2022-07-15
- SCI, INC.
Firm CRD 321197 · TX · Reported as state-registered
Registration date: 2022-12-16
- GERMANA CAPITAL LLC
Firm CRD 321214 · TX · Reported as state-registered
Registration date: 2025-09-25
- MONEY HOLISTICS
Firm CRD 321221 · TX · Reported as state-registered
Registration date: 2022-08-12
- ABERCROMBIE INVESTMENTS
Firm CRD 321611 · TX · Reported as state-registered
Registration date: 2022-06-03
- FINANCIAL SERENITY, LLC
Firm CRD 321853 · TX · Reported as state-registered
Registration date: 2022-06-02
- LIFESTYLE PLANNING, LLC
Firm CRD 321856 · TX · Reported as state-registered
Registration date: 2023-07-18
- CONCAP LLC
Firm CRD 321873 · TX · Reported as state-registered
Registration date: 2022-07-15
- IRONBRIDGE WEALTH COUNSEL, LLC
Firm CRD 321893 · TX · Reported as state-registered
Registration date: 2022-07-14
- IAFF-FC ADVISORS LLC
Firm CRD 322040 · TX · Reported as state-registered
Registration date: 2023-09-21
- TIP GROUP LLC
Firm CRD 322053 · TX · Reported as state-registered
Registration date: 2022-09-06
- WEALTH IN YOURSELF LLC
Firm CRD 322123 · TX · Reported as state-registered
Registration date: 2023-01-05