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.
- JOS PLANNING
Firm CRD 331432 · TX · Reported as state-registered
Registration date: 2024-09-27
- UNITAS PARTNERS LLC
Firm CRD 331564 · TX · Reported as state-registered
Registration date: 2026-04-02
- AMWH ASSET MANAGEMENT LLC
Firm CRD 331629 · TX · Reported as state-registered
Registration date: 2024-09-05
- BESPOKE CAPITAL ADVISORS, INC.
Firm CRD 331647 · TX · Reported as state-registered
Registration date: 2026-09-21
- ANCHORED WEALTH
Firm CRD 331693 · TX · Reported as state-registered
Registration date: 2024-07-03
- MCCULLOUGH WEALTH MANAGEMENT LLC
Firm CRD 331695 · TX · Reported as state-registered
Registration date: 2024-07-15
- ILS FINANCIAL, LLC
Firm CRD 331725 · TX · Reported as state-registered
Registration date: 2024-09-06
- SIMPLI-FI ALPHA LLC
Firm CRD 331746 · TX · Reported as state-registered
Registration date: 2024-12-06
- ROSS WEALTH GROUP, LLC
Firm CRD 331750 · TX · Reported as state-registered
Registration date: 2024-12-20
- TRUVIZE FINANCIAL PLANNING
Firm CRD 331821 · TX · Reported as state-registered
Registration date: 2024-08-29
- MIKEL WEALTH MANAGEMENT
Firm CRD 331825 · TX · Reported as state-registered
Registration date: 2024-07-16
- CRESCENT INVESTMENT SOLUTIONS LLC
Firm CRD 331945 · TX · Reported as state-registered
Registration date: 2024-08-08
- SHARPEDGE FINANCIAL
Firm CRD 331971 · TX · Reported as state-registered
Registration date: 2024-08-29
- WEALTH BEYOND MATH
Firm CRD 331995 · TX · Reported as state-registered
Registration date: 2024-10-22
- STILLFOREST WEALTH MANAGEMENT
Firm CRD 332066 · TX · Reported as state-registered
Registration date: 2024-07-26
- INKED INVESTMENTS
Firm CRD 332181 · TX · Reported as state-registered
Registration date: 2024-11-12
- PRIME PERSONAL FINANCE
Firm CRD 332190 · TX · Reported as state-registered
Registration date: 2024-09-09
- DE ROSA ASSET MANAGEMENT, LLC
Firm CRD 332191 · TX · Reported as state-registered
Registration date: 2024-09-05
- LEWIS WEIL CO.
Firm CRD 332194 · TX · Reported as state-registered
Registration date: 2024-09-26
- MESSINA WEALTH MANAGEMENT, LLC
Firm CRD 332216 · TX · Reported as state-registered
Registration date: 2025-07-08
- FARNEY PRIVATE WEALTH MANAGEMENT, LLC
Firm CRD 332291 · TX · Reported as state-registered
Registration date: 2024-08-27
- PISTOL HILL CAPITAL
Firm CRD 332333 · TX · Reported as state-registered
Registration date: 2024-08-02
- STABLEFORD CAPITAL PARTNERS
Firm CRD 332397 · TX · Reported as state-registered
Registration date: 2024-08-07
- FLAGSHIP WEALTH MANAGEMENT GROUP, LLC
Firm CRD 332428 · TX · Reported as state-registered
Registration date: 2024-10-24
- LEADERSHIP FINANCIAL ADVISORS, LLC
Firm CRD 332430 · TX · Reported as state-registered
Registration date: 2024-11-21