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.
- SEVEY WEALTH ADVISORS
Firm CRD 324450 · TX · Reported as state-registered
Registration date: 2023-01-05
- WALNUT HILL WEALTH MANAGEMENT
Firm CRD 324453 · TX · Reported as state-registered
Registration date: 2023-04-14
- JPL WEALTH MANAGEMENT
Firm CRD 324503 · TX · Reported as state-registered
Registration date: 2023-03-31
- STROUD INVESTMENT CONSULTING
Firm CRD 324507 · TX · Reported as state-registered
Registration date: 2023-05-24
- SCIENTIFIC FINANCIAL
Firm CRD 324543 · TX · Reported as state-registered
Registration date: 2023-02-13
- DIVERGENT CAPITAL ASSET MANAGEMENT LLC
Firm CRD 324549 · TX · Reported as state-registered
Registration date: 2023-11-09
- FRUIT OF THE VINE FINANCIAL, LLC
Firm CRD 325004 · TX · Reported as state-registered
Registration date: 2023-03-23
- FEATHERSTONE INVESTMENT ADVISORY
Firm CRD 325023 · TX · Reported as state-registered
Registration date: 2026-08-04
- ALLEGIANCE ADVISORS, INC
Firm CRD 325075 · TX · Reported as state-registered
Registration date: 2023-07-11
- LASTING MARK RETIREMENT GROUP LLC
Firm CRD 325151 · TX · Reported as state-registered
Registration date: 2025-07-17
- CAP SIX ADVISORS
Firm CRD 325164 · TX · Reported as state-registered
Registration date: 2023-06-15
- INTEGRATED PLANNING & INVESTMENTS
Firm CRD 325172 · TX · Reported as state-registered
Registration date: 2023-04-12
- CULBRETH WEALTH MANAGEMENT
Firm CRD 325196 · TX · Reported as state-registered
Registration date: 2024-02-01
- LEXUS WEALTH MANAGEMENT
Firm CRD 325200 · TX · Reported as state-registered
Registration date: 2023-07-27
- BARTON FINANCIAL GROUP LLC
Firm CRD 325215 · TX · Reported as state-registered
Registration date: 2023-05-30
- MARIN FINANCIAL LLC
Firm CRD 325239 · TX · Reported as state-registered
Registration date: 2023-03-23
- TACTICAL TAX WEALTH MANAGEMENT
Firm CRD 325242 · TX · Reported as state-registered
Registration date: 2024-05-09
- AMAZONITE INVESTMENTS LLC
Firm CRD 325264 · TX · Reported as state-registered
Registration date: 2023-04-20
- DIGNITY WEALTH, PLLC
Firm CRD 325296 · TX · Reported as state-registered
Registration date: 2023-08-22
- AMANA ADVISORS
Firm CRD 325301 · TX · Reported as state-registered
Registration date: 2023-07-17
- NEK FINANCIAL INC
Firm CRD 325331 · TX · Reported as state-registered
Registration date: 2023-08-09
- DHL WEALTH MANAGEMENT LLC
Firm CRD 325335 · TX · Reported as state-registered
Registration date: 2023-04-19
- OBRAN CAPITAL ADVISORS LLC
Firm CRD 325454 · TX · Reported as state-registered
Registration date: 2025-09-17
- OVERFLOW FINANCIAL
Firm CRD 325459 · TX · Reported as state-registered
Registration date: 2023-05-16
- CMH WEALTH MANAGEMENT
Firm CRD 325543 · TX · Reported as state-registered
Registration date: 2023-04-26