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.
- PINNACLE STREAM CAPITAL LLC
Firm CRD 323426 · TX · Reported as state-registered
Registration date: 2022-10-12
- ATAI CAPITAL MANAGEMENT LLC
Firm CRD 323427 · TX · Reported as state-registered
Registration date: 2022-10-27
- TRAILWISE FINANCIAL PARTNERS, LLC
Firm CRD 323530 · TX · Reported as state-registered
Registration date: 2022-12-20
- COR3 INVESTMENT PARTNERS, LLC
Firm CRD 323536 · TX · Reported as state-registered
Registration date: 2024-02-21
- GERDES ENERGY RESEARCH LLC
Firm CRD 323631 · TX · Reported as state-registered
Registration date: 2022-10-18
- ENTORO ADVISORS
Firm CRD 323700 · TX · Reported as state-registered
Registration date: 2023-04-12
- ATAROKE WEALTH
Firm CRD 323731 · TX · Reported as state-registered
Registration date: 2022-12-03
- TWINLEAF FINANCIAL ADVISORS
Firm CRD 323737 · TX · Reported as state-registered
Registration date: 2025-10-02
- NORMA FINANCIAL LLC
Firm CRD 323740 · TX · Reported as state-registered
Registration date: 2022-10-25
- INTEGRA PRIVATE WEALTH MANAGEMENT, LLC
Firm CRD 323816 · TX · Reported as state-registered
Registration date: 2023-02-27
- FREEDOM DAY WEALTH MANAGEMENT LLC
Firm CRD 323916 · TX · Reported as state-registered
Registration date: 2022-12-07
- GOODRICH FINANCIAL ADVISORY LLC
Firm CRD 323934 · TX · Reported as state-registered
Registration date: 2022-11-03
- KIPOS WEALTH
Firm CRD 323987 · TX · Reported as state-registered
Registration date: 2023-10-12
- INSTITUTIONAL INVESTING ENHANCEMENT LLC
Firm CRD 324021 · TX · Reported as state-registered
Registration date: 2023-06-19
- KEDREC LLC
Firm CRD 324024 · TX · Reported as state-registered
Registration date: 2026-01-12
- CEDARLINE CAPITAL
Firm CRD 324033 · TX · Reported as state-registered
Registration date: 2024-10-30
- CST FINANCIAL ADVISORY LLC
Firm CRD 324035 · TX · Reported as state-registered
Registration date: 2022-12-21
- WEALTH FINANCIAL GROUP WEST, INC.
Firm CRD 324051 · TX · Reported as state-registered
Registration date: 2022-12-21
- VANTAGE WEALTH MANAGEMENT LLC
Firm CRD 324061 · TX · Reported as state-registered
Registration date: 2023-03-06
- SECRETX ASSETS
Firm CRD 324067 · TX · Reported as state-registered
Registration date: 2025-02-20
- SAN ANTONIO WEALTH, LLC
Firm CRD 324080 · TX · Reported as state-registered
Registration date: 2023-08-30
- ELEVATION WEALTH PARTNERS, LLC
Firm CRD 324083 · TX · Reported as state-registered
Registration date: 2023-02-06
- FREEDOM WEALTH COACHING, LLC
Firm CRD 324178 · TX · Reported as state-registered
Registration date: 2023-08-22
- OM INVESTMENTS
Firm CRD 324256 · TX · Reported as state-registered
Registration date: 2023-01-03
- FUTURE CAPITAL MANAGEMENT INC.
Firm CRD 324378 · TX · Reported as state-registered
Registration date: 2023-03-07