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.
- WEALTH READY
Firm CRD 322146 · TX · Reported as state-registered
Registration date: 2022-08-25
- CORPORATE & INSTITUTIONAL SERVICES, LLC
Firm CRD 322177 · TX · Reported as state-registered
Registration date: 2022-07-26
- LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC.
Firm CRD 322364 · TX · Reported as state-registered
Registration date: 2022-08-11
- CAPITALALPHABET
Firm CRD 322498 · TX · Reported as state-registered
Registration date: 2022-07-27
- DECISION TREE ADVISOR
Firm CRD 322530 · TX · Reported as state-registered
Registration date: 2022-08-11
- ASSET ACHIEVERS
Firm CRD 322573 · TX · Reported as state-registered
Registration date: 2024-09-26
- LAZARUS WEALTH MANAGEMENT LLC
Firm CRD 322576 · TX · Reported as state-registered
Registration date: 2022-10-13
- FORTH CAPITAL (USA), LLC
Firm CRD 322623 · TX · Reported as state-registered
Registration date: 2023-01-23
- FERN FINANCIAL GROUP, LLC
Firm CRD 322658 · TX · Reported as state-registered
Registration date: 2022-09-22
- BESPOKE TFC CAPITAL
Firm CRD 322754 · TX · Reported as state-registered
Registration date: 2022-07-29
- NEEDVILLE INSURANCE AGENCY INC
Firm CRD 322817 · TX · Reported as state-registered
Registration date: 2022-10-13
- NEWGEN WEALTH CREATION LLC
Firm CRD 322840 · TX · Reported as state-registered
Registration date: 2026-01-22
- PLUTUS21 CAPITAL MANAGEMENT, L.L.C
Firm CRD 322881 · TX · Reported as state-registered
Registration date: 2023-07-11
- MONTICELLO FINANCIAL ADVISORS
Firm CRD 322890 · TX · Reported as state-registered
Registration date: 2023-03-01
- BAYNES INVESTMENT COUNSEL LLC
Firm CRD 322909 · TX · Reported as state-registered
Registration date: 2023-06-13
- JANUS FINANCIAL PLANNING, LLC
Firm CRD 322978 · TX · Reported as state-registered
Registration date: 2022-09-15
- 9I CAPITAL GROUP LLC
Firm CRD 323057 · TX · Reported as state-registered
Registration date: 2023-01-30
- MDRN WEALTH
Firm CRD 323177 · TX · Reported as state-registered
Registration date: 2023-01-06
- G. DOUGLAS WEALTH MANAGEMENT
Firm CRD 323256 · TX · Reported as state-registered
Registration date: 2023-07-11
- LEGACY FOLIOS
Firm CRD 323319 · TX · Reported as state-registered
Registration date: 2022-09-21
- BLACKLINES FINANCIAL
Firm CRD 323340 · TX · Reported as state-registered
Registration date: 2025-06-06
- OWTUR INVESTMENT ADVISORS, LLC
Firm CRD 323349 · TX · Reported as state-registered
Registration date: 2025-02-13
- IMPACT FINANCIAL, LLC
Firm CRD 323394 · TX · Reported as state-registered
Registration date: 2024-09-18
- BENTWOOD INVESTMENT ADVISORY
Firm CRD 323415 · TX · Reported as state-registered
Registration date: 2022-11-16
- TAYLORS FINANCIAL
Firm CRD 323416 · TX · Reported as state-registered
Registration date: 2023-01-23