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.
- CRESVITA CAPITAL
Firm CRD 333252 · TX · Reported as state-registered
Registration date: 2024-11-12
- CRESCENDO WEALTH GROUP LLC
Firm CRD 333264 · TX · Reported as state-registered
Registration date: 2024-10-17
- TRIO ADVISORS LONGVIEW LLC
Firm CRD 333333 · TX · Reported as state-registered
Registration date: 2024-12-06
- EMORY WEALTH LLC
Firm CRD 333375 · TX · Reported as state-registered
Registration date: 2025-02-20
- CORTEZ WEALTH MANAGEMENT
Firm CRD 333390 · TX · Reported as state-registered
Registration date: 2024-11-21
- PRIME SENTRY WEALTH MANAGEMENT LLC
Firm CRD 333411 · TX · Reported as state-registered
Registration date: 2025-11-25
- EXPONENTIAL ADVISORS LLC
Firm CRD 333416 · TX · Reported as state-registered
Registration date: 2025-01-30
- FREEMAN WEALTH MANAGEMENT
Firm CRD 333431 · TX · Reported as state-registered
Registration date: 2025-01-30
- POMIFER CAPITAL PARTNERS LLC
Firm CRD 333542 · TX · Reported as state-registered
Registration date: 2025-01-09
- UNIVERSAL WEALTH MANAGEMENT LLC
Firm CRD 333585 · TX · Reported as state-registered
Registration date: 2026-09-29
- SENDERA WEALTH ADVISORS
Firm CRD 333652 · TX · Reported as state-registered
Registration date: 2025-01-09
- PRUDENT PROSPERITY
Firm CRD 333659 · TX · Reported as state-registered
Registration date: 2025-01-31
- CAPROCK WEALTH MANAGEMENT
Firm CRD 333678 · TX · Reported as state-registered
Registration date: 2025-03-28
- BSQUARE INVESTALYTIX LLC
Firm CRD 333679 · TX · Reported as state-registered
Registration date: 2026-02-12
- LATITUDE INVESTMENT GROUP
Firm CRD 333819 · TX · Reported as state-registered
Registration date: 2025-06-13
- MAROSEK, YUKA
Firm CRD 333832 · TX · Reported as state-registered
Registration date: 2025-03-05
- GLOBAL SOLUTIONS WEALTH CONSULTANTS
Firm CRD 333858 · TX · Reported as state-registered
Registration date: 2026-03-16
- CONE WEALTH MANAGEMENT
Firm CRD 333870 · TX · Reported as state-registered
Registration date: 2025-03-28
- IN-CHRIST ASSET MANAGEMENT, LLC
Firm CRD 333883 · TX · Reported as state-registered
Registration date: 2025-02-05
- BRASS CAPITAL
Firm CRD 333892 · TX · Reported as state-registered
Registration date: 2026-04-23
- ALIGN FINANCIAL ADVISORS, LLC
Firm CRD 333905 · TX · Reported as state-registered
Registration date: 2025-09-22
- SEMPER SURSUM INVESTMENTS LLC
Firm CRD 333992 · TX · Reported as state-registered
Registration date: 2025-05-29
- PINECREST ADVISORY SERVICES, LLC
Firm CRD 334030 · TX · Reported as state-registered
Registration date: 2025-09-10
- DELEON WEALTH LLC
Firm CRD 334043 · TX · Reported as state-registered
Registration date: 2025-03-28
- SIEVE CAPITAL LLC
Firm CRD 334075 · TX · Reported as state-registered
Registration date: 2025-03-11