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.
- CHADWICK FINANCIAL
Firm CRD 337228 · TX · Reported as state-registered
Registration date: 2025-10-07
- BROKEN INVESTING, LLC
Firm CRD 337292 · TX · Reported as state-registered
Registration date: 2025-09-04
- DEAJ INSURANCE AND INVESTMENTS CONSULTING
Firm CRD 337314 · TX · Reported as state-registered
Registration date: 2026-07-30
- OFF-TRAIL WORKS LLC
Firm CRD 337378 · TX · Reported as state-registered
Registration date: 2025-09-22
- ANGEL LEGACY ADVISORS, LLC
Firm CRD 337395 · TX · Reported as state-registered
Registration date: 2025-08-19
- MUSLEH WEALTH MANAGEMENT LLC
Firm CRD 337428 · TX · Reported as state-registered
Registration date: 2025-08-19
- REFINED WEALTH
Firm CRD 337453 · TX · Reported as state-registered
Registration date: 2025-08-26
- SAMJU CAPITAL LLC
Firm CRD 337477 · TX · Reported as state-registered
Registration date: 2026-03-23
- ONPOINT FINANCIAL ADVICE, LLC
Firm CRD 337503 · TX · Reported as state-registered
Registration date: 2025-09-04
- ELITEGATE WEALTH, LLC
Firm CRD 337524 · TX · Reported as state-registered
Registration date: 2025-11-05
- DIVERGENT PATH CAPITAL MANAGEMENT
Firm CRD 337528 · TX · Reported as state-registered
Registration date: 2025-08-08
- ALLEN FINANCIAL ADVISEMENT, INC.
Firm CRD 337542 · TX · Reported as state-registered
Registration date: 2026-04-06
- ALTA STRADA WEALTH MANAGEMENT
Firm CRD 337545 · TX · Reported as state-registered
Registration date: 2026-06-02
- HIGHMARK, LLC
Firm CRD 337564 · TX · Reported as state-registered
Registration date: 2025-10-16
- GOTMAN-MATUSOVSKAYA, JULIE EVGENIEVNA
Firm CRD 337578 · TX · Reported as state-registered
Registration date: 2026-03-25
- BAKER GALLO
Firm CRD 337609 · TX · Reported as state-registered
Registration date: 2025-11-13
- CLEARPOINT WEALTH MANAGEMENT
Firm CRD 337649 · TX · Reported as state-registered
Registration date: 2025-10-06
- TECHNOLOGIES ABX
Firm CRD 337681 · TX · Reported as state-registered
Registration date: 2025-11-05
- TRG FINANCIAL
Firm CRD 337706 · TX · Reported as state-registered
Registration date: 2026-01-09
- B365INVEST
Firm CRD 337742 · TX · Reported as state-registered
Registration date: 2025-11-19
- BLSH WEALTH MANAGEMENT
Firm CRD 337744 · TX · Reported as state-registered
Registration date: 2025-10-06
- JW HALL FINANCIAL LLC
Firm CRD 337745 · TX · Reported as state-registered
Registration date: 2025-10-30
- RIDLEY WEALTH MANAGEMENT
Firm CRD 337811 · TX · Reported as state-registered
Registration date: 2025-09-12
- CLEARWATER WEALTH MANAGEMENT
Firm CRD 337831 · TX · Reported as state-registered
Registration date: 2025-10-01
- YUKA CORP
Firm CRD 337865 · TX · Reported as state-registered
Registration date: 2025-12-08