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.
- VIVID WEALTH MANAGEMENT LLC
Firm CRD 328095 · TX · Reported as state-registered
Registration date: 2023-11-03
- ATWOOD CAPITAL MANAGEMENT, LLC
Firm CRD 328157 · TX · Reported as state-registered
Registration date: 2024-01-05
- DECCA PRIVATE WEALTH MANAGEMENT, INC.
Firm CRD 328165 · TX · Reported as state-registered
Registration date: 2023-10-13
- MOBIUS FUND
Firm CRD 328238 · TX · Reported as state-registered
Registration date: 2024-07-08
- ANCAP FINANCIAL
Firm CRD 328249 · TX · Reported as state-registered
Registration date: 2023-11-01
- CONKIN FINANCIAL GROUP, INC.
Firm CRD 328254 · TX · Reported as state-registered
Registration date: 2023-11-30
- LIFETIME FINANCIAL PLANNERS LLC
Firm CRD 328275 · TX · Reported as state-registered
Registration date: 2023-11-06
- FINANCIAL EMPOWERMENT
Firm CRD 328342 · TX · Reported as state-registered
Registration date: 2023-11-28
- COMPASS FINANCIAL GROUP
Firm CRD 328412 · TX · Reported as state-registered
Registration date: 2023-11-29
- RIVERLAND WEALTH MANAGEMENT
Firm CRD 328424 · TX · Reported as state-registered
Registration date: 2024-07-03
- SOUTHMORE FINANCIAL ADVISORY LLC
Firm CRD 328426 · TX · Reported as state-registered
Registration date: 2023-11-02
- DUTTON FINANCIAL PLANNING, LLC
Firm CRD 328563 · TX · Reported as state-registered
Registration date: 2024-01-02
- PIVOT INVESTMENT PLANNING, LLC
Firm CRD 328568 · TX · Reported as state-registered
Registration date: 2024-01-12
- ANGELUS WEALTH, LLC
Firm CRD 328571 · TX · Reported as state-registered
Registration date: 2024-12-16
- ONE WEALTH PLANNING LLC
Firm CRD 328631 · TX · Reported as state-registered
Registration date: 2024-02-14
- UPFRONT FINANCIAL PLANNING, LLC
Firm CRD 328638 · TX · Reported as state-registered
Registration date: 2024-09-05
- PROVIDENCE CAPITAL
Firm CRD 328732 · TX · Reported as state-registered
Registration date: 2024-02-07
- INVESTMENT TRENDS CAPITAL GROUP LLC
Firm CRD 328745 · TX · Reported as state-registered
Registration date: 2023-11-15
- REDEMPTIVE WEALTH MANAGEMENT LLC
Firm CRD 328751 · TX · Reported as state-registered
Registration date: 2025-03-20
- LOOK BOTH WAYS FINANCIAL, LLC
Firm CRD 328755 · TX · Reported as state-registered
Registration date: 2023-11-27
- EXPONENTIAL WEALTH MANAGEMENT, LLC
Firm CRD 328835 · TX · Reported as state-registered
Registration date: 2023-12-18
- TAURSAS INVESTMENTS
Firm CRD 328860 · TX · Reported as state-registered
Registration date: 2024-02-21
- TEXWEALTH
Firm CRD 328912 · TX · Reported as state-registered
Registration date: 2024-01-25
- MULLETT FINANCIAL LLC
Firm CRD 328925 · TX · Reported as state-registered
Registration date: 2024-01-26
- CORAL REEF ADVISORS LLC
Firm CRD 328929 · TX · Reported as state-registered
Registration date: 2024-08-17