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.
- CRESTVIEW WEALTH MANAGEMENT, LLC
Firm CRD 334092 · TX · Reported as state-registered
Registration date: 2025-01-16
- SPENCER FINANCIAL STRATEGIES
Firm CRD 334095 · TX · Reported as state-registered
Registration date: 2025-01-24
- CRIMSON WEALTH
Firm CRD 334123 · TX · Reported as state-registered
Registration date: 2026-09-23
- ROBINSON WEALTH AND FINANCIAL PLANNING
Firm CRD 334229 · TX · Reported as state-registered
Registration date: 2025-12-22
- AI INVESTOR 360
Firm CRD 334235 · TX · Reported as state-registered
Registration date: 2025-03-28
- EARLS FINANCIAL
Firm CRD 334284 · TX · Reported as state-registered
Registration date: 2025-04-04
- HILLTOP PLANNING
Firm CRD 334342 · TX · Reported as state-registered
Registration date: 2025-01-30
- PRO CAPITAL LLC
Firm CRD 334371 · TX · Reported as state-registered
Registration date: 2025-06-02
- MEXUS WEALTH MANAGEMENT
Firm CRD 334394 · TX · Reported as state-registered
Registration date: 2025-03-28
- KWM PARTNERS LLC
Firm CRD 334428 · TX · Reported as state-registered
Registration date: 2025-02-20
- STRIVE RETIREMENT GROUP
Firm CRD 334443 · TX · Reported as state-registered
Registration date: 2025-11-20
- IRON FORGE FINANCIAL
Firm CRD 334445 · TX · Reported as state-registered
Registration date: 2025-02-21
- CIRCADIA FINANCIAL PLANNING
Firm CRD 334451 · TX · Reported as state-registered
Registration date: 2025-04-07
- FINANCIAL EXCAVATION
Firm CRD 334503 · TX · Reported as state-registered
Registration date: 2025-04-08
- CUSTOM WEALTH SOLUTIONS
Firm CRD 334515 · TX · Reported as state-registered
Registration date: 2025-06-23
- EVERYPLAN FINANCIAL
Firm CRD 334519 · TX · Reported as state-registered
Registration date: 2025-08-19
- WEIMER FINANCIAL ADVISORS LLC
Firm CRD 334537 · TX · Reported as state-registered
Registration date: 2025-05-06
- BALAI LAGAI WEALTH MANAGEMENT
Firm CRD 334602 · TX · Reported as state-registered
Registration date: 2025-05-28
- PLUMB FINANCIAL
Firm CRD 334608 · TX · Reported as state-registered
Registration date: 2025-05-15
- ISMAIL, MUSTAFA
Firm CRD 334714 · TX · Reported as state-registered
Registration date: 2025-03-27
- NORMALTOWN FINANCIAL LLC
Firm CRD 334719 · TX · Reported as state-registered
Registration date: 2025-04-15
- ROSE WEALTH, LLC
Firm CRD 334740 · TX · Reported as state-registered
Registration date: 2025-04-11
- STRATIA WEALTH MANAGEMENT, LLC
Firm CRD 334749 · TX · Reported as state-registered
Registration date: 2025-05-20
- BELAY FINANCE
Firm CRD 334807 · TX · Reported as state-registered
Registration date: 2025-12-23
- DUNES FINANCIAL
Firm CRD 334836 · TX · Reported as state-registered
Registration date: 2026-02-05