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.
- DITTRICH FINANCIAL GROUP LLC
Firm CRD 327238 · TX · Reported as state-registered
Registration date: 2023-08-17
- BF, LLC
Firm CRD 327273 · TX · Reported as state-registered
Registration date: 2023-10-25
- HRC FINANCIAL
Firm CRD 327285 · TX · Reported as state-registered
Registration date: 2023-08-07
- DAVID RHODES CANNON, C.P.A., LLC
Firm CRD 327314 · TX · Reported as state-registered
Registration date: 2023-08-17
- COMPOUNDING GEMS ADVISORS, LLC
Firm CRD 327351 · TX · Reported as state-registered
Registration date: 2025-02-19
- IMPACT WEALTH GROUP
Firm CRD 327364 · TX · Reported as state-registered
Registration date: 2023-08-18
- FLYING FORWARD WEALTH MANAGEMENT
Firm CRD 327389 · TX · Reported as state-registered
Registration date: 2023-08-07
- MOTIF PLANNING
Firm CRD 327428 · TX · Reported as state-registered
Registration date: 2023-08-31
- GREYBRIDGE PRIVATE WEALTH
Firm CRD 327490 · TX · Reported as state-registered
Registration date: 2024-01-18
- BLACK SEA INVESTMENT GROUP
Firm CRD 327494 · TX · Reported as state-registered
Registration date: 2023-12-04
- HER PERSONAL FINANCE
Firm CRD 327545 · TX · Reported as state-registered
Registration date: 2023-08-28
- STONE WALL FINANCIAL
Firm CRD 327726 · TX · Reported as state-registered
Registration date: 2025-10-02
- LOCKWOOD WEALTH STRATEGIES, LLC
Firm CRD 327781 · TX · Reported as state-registered
Registration date: 2024-05-23
- FREEMAN & FREEMAN PRIVATE WEALTH MANAGEMENT LLC
Firm CRD 327815 · TX · Reported as state-registered
Registration date: 2023-10-12
- STERLING ADVISORY GROUP LLC
Firm CRD 327855 · TX · Reported as state-registered
Registration date: 2025-05-06
- MONIES WEALTH LLC
Firm CRD 327872 · TX · Reported as state-registered
Registration date: 2023-10-04
- COAST BRIDGE CAPITAL
Firm CRD 327898 · TX · Reported as state-registered
Registration date: 2024-02-05
- SONDO FI
Firm CRD 327908 · TX · Reported as state-registered
Registration date: 2023-11-02
- SECOND OPINION FINANCIAL
Firm CRD 327921 · TX · Reported as state-registered
Registration date: 2023-12-11
- DALLAS FINANCIAL ADVISORS, LLC
Firm CRD 328001 · TX · Reported as state-registered
Registration date: 2023-10-25
- MALONE FINANCIAL PLANNING LLC
Firm CRD 328035 · TX · Reported as state-registered
Registration date: 2023-10-12
- PARKER WEALTH GROUP, LLC
Firm CRD 328036 · TX · Reported as state-registered
Registration date: 2024-04-10
- GROWTH HORIZONS WEALTH MANAGEMENT LLC
Firm CRD 328037 · TX · Reported as state-registered
Registration date: 2023-09-18
- GMI GLOBAL PARTNERS LLC
Firm CRD 328066 · TX · Reported as state-registered
Registration date: 2025-01-16
- PARTNERS CAPITAL, LLC
Firm CRD 328074 · TX · Reported as state-registered
Registration date: 2026-02-13