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.
- GLEAN FINANCIAL, INC.
Firm CRD 328986 · TX · Reported as state-registered
Registration date: 2024-02-29
- BOONIPAT ADVISORY LLC
Firm CRD 328994 · TX · Reported as state-registered
Registration date: 2026-04-21
- PORTAFOLIO CAPITAL MANAGEMENT
Firm CRD 329023 · TX · Reported as state-registered
Registration date: 2024-02-07
- GULF COAST FINANCIAL ADVISORS
Firm CRD 329092 · TX · Reported as state-registered
Registration date: 2026-02-12
- VELAGA ADVISORS
Firm CRD 329122 · TX · Reported as state-registered
Registration date: 2024-01-23
- CLARIFIED WEALTH ADVISORY
Firm CRD 329226 · TX · Reported as state-registered
Registration date: 2024-04-01
- EMBARCADERO CAPITAL ADVISORS, INC.
Firm CRD 329285 · TX · Reported as state-registered
Registration date: 2025-03-20
- XPONIFY, INC.
Firm CRD 329352 · TX · Reported as state-registered
Registration date: 2024-04-12
- GEORGE, MORGAN & SNEED, P.C.
Firm CRD 329356 · TX · Reported as state-registered
Registration date: 2024-02-28
- SAMCO PROPRIETARY TRADING, INC.
Firm CRD 329446 · TX · Reported as state-registered
Registration date: 2024-03-19
- DRUMOND WEALTH MANAGEMENT
Firm CRD 329502 · TX · Reported as state-registered
Registration date: 2024-02-23
- SYMPHONY ONE CAPITAL MANAGEMENT, LLC
Firm CRD 329568 · TX · Reported as state-registered
Registration date: 2024-03-15
- CASMILNER CONSULTING LLC
Firm CRD 329570 · TX · Reported as state-registered
Registration date: 2024-02-20
- ROOT WEALTH MANAGEMENT
Firm CRD 329683 · TX · Reported as state-registered
Registration date: 2024-07-17
- AS INVESTMENT PARTNERS LLC
Firm CRD 329772 · TX · Reported as state-registered
Registration date: 2024-02-01
- CHAMBERS FINANCIAL CONSULTING
Firm CRD 329781 · TX · Reported as state-registered
Registration date: 2024-06-21
- BALL INVESTMENTS CORPORATION
Firm CRD 329782 · TX · Reported as state-registered
Registration date: 2024-05-06
- GHOST STRATEGIES LLC
Firm CRD 329834 · TX · Reported as state-registered
Registration date: 2024-03-28
- ALPHAVISTA ASSET MANAGEMENT LLC
Firm CRD 329866 · TX · Reported as state-registered
Registration date: 2024-03-04
- SMITH, MICHAEL, GLEN
Firm CRD 329881 · TX · Reported as state-registered
Registration date: 2024-02-29
- PERENNIAL WEALTH ADVISORS, LLC
Firm CRD 329913 · TX · Reported as state-registered
Registration date: 2024-06-17
- ONE XVI WEALTH
Firm CRD 329940 · TX · Reported as state-registered
Registration date: 2024-04-05
- CANDOR WEALTH MANAGEMENT, LLC
Firm CRD 329951 · TX · Reported as state-registered
Registration date: 2024-05-16
- SOPHRONIA WEALTH ADVISORS
Firm CRD 329967 · TX · Reported as state-registered
Registration date: 2024-05-07
- TWOTEN PLANNING, PLLC
Firm CRD 329989 · TX · Reported as state-registered
Registration date: 2024-05-08