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.
- ARGON ADVISORS
Firm CRD 330015 · TX · Reported as state-registered
Registration date: 2024-02-14
- LONGITUDE FINANCIAL PLANNING
Firm CRD 330023 · TX · Reported as state-registered
Registration date: 2024-04-26
- SHARPER IMAGE FINANCIAL SERVICES, LLC
Firm CRD 330048 · TX · Reported as state-registered
Registration date: 2025-05-06
- MAGNOLIA WEALTH
Firm CRD 330124 · TX · Reported as state-registered
Registration date: 2024-05-09
- EXEMPLAR WEALTH PARTNERS LLC
Firm CRD 330163 · TX · Reported as state-registered
Registration date: 2024-04-26
- FORMA FINANCIAL PLANNING
Firm CRD 330194 · TX · Reported as state-registered
Registration date: 2024-04-12
- OUTLIER FINANCIAL PARTNERS, LLC
Firm CRD 330474 · TX · Reported as state-registered
Registration date: 2026-01-23
- FLEXHEDZ GROUP LLC
Firm CRD 330479 · TX · Reported as state-registered
Registration date: 2024-04-30
- FREEDOM FINANCIAL ADVISORS
Firm CRD 330516 · TX · Reported as state-registered
Registration date: 2025-01-30
- LCM FINANCIAL
Firm CRD 330543 · TX · Reported as state-registered
Registration date: 2024-10-15
- BLUE MONARCH FINANCIAL INC.
Firm CRD 330561 · TX · Reported as state-registered
Registration date: 2024-10-17
- ARCHER WEALTH ADVISORS
Firm CRD 330575 · TX · Reported as state-registered
Registration date: 2025-09-22
- HSCORE ADVISORS LLC
Firm CRD 330589 · TX · Reported as state-registered
Registration date: 2024-07-16
- OH CAP ASSET MANAGEMENT
Firm CRD 330600 · TX · Reported as state-registered
Registration date: 2024-04-15
- HOYL WEALTH MANAGEMENT, LLC
Firm CRD 330630 · TX · Reported as state-registered
Registration date: 2024-05-07
- GRATUS WEALTH STRATEGIES LLC
Firm CRD 330842 · TX · Reported as state-registered
Registration date: 2024-05-03
- ASPIRED WEALTH
Firm CRD 330891 · TX · Reported as state-registered
Registration date: 2024-04-26
- PENNY EARNED FINANCIAL
Firm CRD 330919 · TX · Reported as state-registered
Registration date: 2024-11-12
- PLANDEAVOR
Firm CRD 331046 · TX · Reported as state-registered
Registration date: 2026-06-09
- SALINAS ASSET MANAGEMENT, LLC
Firm CRD 331141 · TX · Reported as state-registered
Registration date: 2024-05-07
- SF PLANNING GROUP LLC
Firm CRD 331145 · TX · Reported as state-registered
Registration date: 2024-06-03
- MONEY CALCULUS LLC
Firm CRD 331211 · TX · Reported as state-registered
Registration date: 2024-05-29
- MINDFUL INVESTING LLC
Firm CRD 331322 · TX · Reported as state-registered
Registration date: 2024-07-16
- MCWILLIAMS ASSET MANAGEMENT INC.
Firm CRD 331404 · TX · Reported as state-registered
Registration date: 2025-09-08
- EASTLAKE PLANNING LLC
Firm CRD 331427 · TX · Reported as state-registered
Registration date: 2024-07-24