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.
- JOURNEY ASSET MANAGEMENT LLC
Firm CRD 334855 · TX · Reported as state-registered
Registration date: 2026-02-18
- THELINKU RIA, LLC
Firm CRD 334862 · TX · Reported as state-registered
Registration date: 2025-12-15
- PRAESTANTIA CAPITAL, LLC
Firm CRD 334865 · TX · Reported as state-registered
Registration date: 2025-12-19
- AXON CAPITAL MANAGEMENT
Firm CRD 334888 · TX · Reported as state-registered
Registration date: 2025-04-08
- ACEEDA WEALTH MANAGEMENT, INC.
Firm CRD 334893 · TX · Reported as state-registered
Registration date: 2025-04-14
- DORNICK WEALTH MANAGEMENT
Firm CRD 335053 · TX · Reported as state-registered
Registration date: 2025-04-24
- VEDANTA SENTINEL INVESTMENT ADVISORS
Firm CRD 335058 · TX · Reported as state-registered
Registration date: 2025-04-04
- KENOBI WEALTH
Firm CRD 335087 · TX · Reported as state-registered
Registration date: 2025-05-28
- HALAL ALPHA
Firm CRD 335111 · TX · Reported as state-registered
Registration date: 2025-05-15
- BANCROFT BOOTH CAPITAL ADVISORS
Firm CRD 335113 · TX · Reported as state-registered
Registration date: 2025-09-12
- FIVE KEYS PRIVATE ADVISORS LLC
Firm CRD 335228 · TX · Reported as state-registered
Registration date: 2025-06-18
- TAYLOR WILLIAMS PRIVATE WEALTH MANAGEMENT LLC
Firm CRD 335249 · TX · Reported as state-registered
Registration date: 2025-04-25
- TOPRAC FINANCIAL LLC
Firm CRD 335293 · TX · Reported as state-registered
Registration date: 2025-06-11
- JMCMAHAN LLC
Firm CRD 335477 · TX · Reported as state-registered
Registration date: 2025-07-08
- STERLING CAPITAL ADVISORS
Firm CRD 335544 · TX · Reported as state-registered
Registration date: 2026-01-13
- MAHOGANY FINANCIAL STRATEGIES LLC
Firm CRD 335547 · TX · Reported as state-registered
Registration date: 2025-07-29
- HOFFMAN WEALTH ADVISORS
Firm CRD 335646 · TX · Reported as state-registered
Registration date: 2025-06-13
- OAKRIDGE FINANCIAL PLANNING LLC
Firm CRD 335725 · TX · Reported as state-registered
Registration date: 2025-06-13
- 72CAPITAL, LLC
Firm CRD 335758 · TX · Reported as state-registered
Registration date: 2025-07-09
- KCONNALLY STRATEGIES, LLC
Firm CRD 335766 · TX · Reported as state-registered
Registration date: 2025-06-26
- HIGH FLIGHT FINANCIAL LLC
Firm CRD 335788 · TX · Reported as state-registered
Registration date: 2025-05-06
- ORION FINANCIAL GROUP
Firm CRD 335823 · TX · Reported as state-registered
Registration date: 2026-05-07
- VESICA WEALTH ACQUISITION
Firm CRD 335828 · TX · Reported as state-registered
Registration date: 2026-06-26
- GBS GROUP
Firm CRD 335904 · TX · Reported as state-registered
Registration date: 2025-05-28
- TEXAS ASSURED FINANCIAL PLANNING LLC
Firm CRD 335988 · TX · Reported as state-registered
Registration date: 2025-09-03