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.
- FINANCE WISDOM
Firm CRD 325643 · TX · Reported as state-registered
Registration date: 2023-04-03
- CYPRESS LANE ADVISORS
Firm CRD 325688 · TX · Reported as state-registered
Registration date: 2023-05-17
- KODA WEALTH MANAGEMENT
Firm CRD 325700 · TX · Reported as state-registered
Registration date: 2023-03-23
- COHO ADVISORY SERVICES, LLC
Firm CRD 325710 · TX · Reported as state-registered
Registration date: 2023-09-26
- NOBLE INVESTORS LLC
Firm CRD 325722 · TX · Reported as state-registered
Registration date: 2023-08-25
- GOLDEN SPREAD WEALTH, LLC
Firm CRD 325810 · TX · Reported as state-registered
Registration date: 2023-04-17
- MOORING BAY CAPITAL MANAGEMENT
Firm CRD 325837 · TX · Reported as state-registered
Registration date: 2024-09-09
- RELIC WEALTH MANAGEMENT LLC
Firm CRD 325946 · TX · Reported as state-registered
Registration date: 2023-11-02
- STARKEL WEALTH ADVISORS, LLC
Firm CRD 326311 · TX · Reported as state-registered
Registration date: 2025-09-12
- BRICE FINANCIAL ADVISORS INC
Firm CRD 326528 · TX · Reported as state-registered
Registration date: 2026-08-21
- FBS SECURITIES
Firm CRD 326538 · TX · Reported as state-registered
Registration date: 2023-07-21
- 364 INVESTING, LLC
Firm CRD 326563 · TX · Reported as state-registered
Registration date: 2024-10-01
- ARKA FINANCIAL SERVICES L.L.C.
Firm CRD 326568 · TX · Reported as state-registered
Registration date: 2023-08-07
- HAYWOOD WEALTH MANAGEMENT
Firm CRD 326649 · TX · Reported as state-registered
Registration date: 2023-05-25
- WULLSCHLEGER GROUP
Firm CRD 326769 · TX · Reported as state-registered
Registration date: 2023-08-02
- WESTERN RESERVE WEALTH MANAGEMENT LLC
Firm CRD 326772 · TX · Reported as state-registered
Registration date: 2023-08-06
- TRILOGY WEALTH MANAGEMENT, LLC
Firm CRD 326773 · TX · Reported as state-registered
Registration date: 2023-07-17
- FORTHRIGHT FINANCIAL SERVICES
Firm CRD 326786 · TX · Reported as state-registered
Registration date: 2023-07-17
- MOUNTAIN AVENUE CAPITAL LLC
Firm CRD 326852 · TX · Reported as state-registered
Registration date: 2023-10-10
- CAISHEN FINANCIAL
Firm CRD 326936 · TX · Reported as state-registered
Registration date: 2023-10-25
- THOMAS MEYER INVESTMENTS
Firm CRD 327049 · TX · Reported as state-registered
Registration date: 2023-09-06
- DERIK TORRES CPA PC
Firm CRD 327064 · TX · Reported as state-registered
Registration date: 2023-10-06
- SPARROW ADVISORS, LLC
Firm CRD 327087 · TX · Reported as state-registered
Registration date: 2023-10-03
- ARMAS CAPITAL MANAGEMENT, LLC
Firm CRD 327090 · TX · Reported as state-registered
Registration date: 2023-08-16
- CONVEXITY WEALTH MANAGEMENT, LLC
Firm CRD 327183 · TX · Reported as state-registered
Registration date: 2024-01-25