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.
- THE WEALTH EXPEDITION
Firm CRD 336109 · TX · Reported as state-registered
Registration date: 2025-06-26
- KNODE WEALTH MANAGEMENT LLC
Firm CRD 336114 · TX · Reported as state-registered
Registration date: 2025-07-01
- TRUE PATH FINANCIAL LLC
Firm CRD 336137 · TX · Reported as state-registered
Registration date: 2026-05-15
- TRADESPRO LLC
Firm CRD 336150 · TX · Reported as state-registered
Registration date: 2025-07-29
- CHARLES MCLEAN CAPITAL MANAGEMENT
Firm CRD 336166 · TX · Reported as state-registered
Registration date: 2026-05-08
- DONCASTER WEALTH LLC
Firm CRD 336225 · TX · Reported as state-registered
Registration date: 2025-09-17
- FARMERS ASSET MANAGEMENT, LLC
Firm CRD 336230 · TX · Reported as state-registered
Registration date: 2026-07-28
- WEHLING INVESTMENT MANAGEMENT
Firm CRD 336249 · TX · Reported as state-registered
Registration date: 2025-11-20
- EAGLE GUARDIAN ADVISORS
Firm CRD 336260 · TX · Reported as state-registered
Registration date: 2025-11-06
- BLUEGRASS LEGACY PLANNING
Firm CRD 336386 · TX · Reported as state-registered
Registration date: 2025-08-19
- FSO WEALTH
Firm CRD 336409 · TX · Reported as state-registered
Registration date: 2025-07-08
- BLUEPRISM WEALTH MANAGEMENT LLC
Firm CRD 336440 · TX · Reported as state-registered
Registration date: 2025-10-01
- HONOR WEALTH MANAGEMENT, LLC
Firm CRD 336450 · TX · Reported as state-registered
Registration date: 2025-08-10
- FOLSE FINANCIAL
Firm CRD 336470 · TX · Reported as state-registered
Registration date: 2025-08-15
- RIDGEBACK FINANCIAL LLC
Firm CRD 336614 · TX · Reported as state-registered
Registration date: 2025-07-29
- SABER ASSET MANAGEMENT
Firm CRD 336626 · TX · Reported as state-registered
Registration date: 2025-08-28
- ADVISING FOR LIFE, LLC
Firm CRD 336634 · TX · Reported as state-registered
Registration date: 2025-07-31
- PROCESS WEALTH LLC
Firm CRD 336802 · TX · Reported as state-registered
Registration date: 2025-07-31
- GEMINI WEALTH
Firm CRD 336806 · TX · Reported as state-registered
Registration date: 2026-08-06
- GAELIN LLC
Firm CRD 336808 · TX · Reported as state-registered
Registration date: 2026-06-24
- AURI
Firm CRD 336818 · TX · Reported as state-registered
Registration date: 2025-11-19
- SYNERGY WEALTH MANAGEMENT
Firm CRD 336819 · TX · Reported as state-registered
Registration date: 2025-08-19
- QUANTUM WEALTH ADVISORS LLC
Firm CRD 336823 · TX · Reported as state-registered
Registration date: 2025-11-07
- TRIPLE PINE WEALTH MANAGEMENT LLC
Firm CRD 336848 · TX · Reported as state-registered
Registration date: 2026-06-15
- LIVINGSTON WEALTH ADVISORY
Firm CRD 336849 · TX · Reported as state-registered
Registration date: 2025-09-10