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.
- MARAVI CAPITAL MANAGEMENT
Firm CRD 337908 · TX · Reported as state-registered
Registration date: 2025-09-12
- THERAWEALTH, LLC
Firm CRD 337978 · TX · Reported as state-registered
Registration date: 2025-11-05
- WHITE SANDS FAMILY OFFICE LLC
Firm CRD 338005 · TX · Reported as state-registered
Registration date: 2025-11-24
- DOMINION FINANCIAL ADVISORS, LLC
Firm CRD 338047 · TX · Reported as state-registered
Registration date: 2025-11-14
- ENVEST ADVISORS, LLC
Firm CRD 338053 · TX · Reported as state-registered
Registration date: 2026-01-09
- SPENDITRIGHT LLC
Firm CRD 338070 · TX · Reported as state-registered
Registration date: 2025-11-13
- TEN SEVEN CAPITAL
Firm CRD 338193 · TX · Reported as state-registered
Registration date: 2026-04-10
- FIDUCIA WEALTH MANAGEMENT
Firm CRD 338281 · TX · Reported as state-registered
Registration date: 2026-03-25
- WG PLAN LLC
Firm CRD 338296 · TX · Reported as state-registered
Registration date: 2025-11-07
- ONE LIFE ADVISORY
Firm CRD 338319 · TX · Reported as state-registered
Registration date: 2025-09-30
- CASTELLANO WEALTH PLANNING
Firm CRD 338457 · TX · Reported as state-registered
Registration date: 2025-10-15
- LGBTQ WEALTH PLANNING LLC
Firm CRD 338553 · TX · Reported as state-registered
Registration date: 2025-12-04
- ASCENSION LEGACY PARTNERS, INC.
Firm CRD 338567 · TX · Reported as state-registered
Registration date: 2026-07-13
- DALLAS FINANCIAL PLANNING LLC
Firm CRD 338591 · TX · Reported as state-registered
Registration date: 2026-01-05
- VESSEL FINANCIAL PLANNING LLC
Firm CRD 338596 · TX · Reported as state-registered
Registration date: 2026-01-23
- RTB WEALTH ADVISORS, LLC
Firm CRD 338599 · TX · Reported as state-registered
Registration date: 2025-11-13
- SIGHTLINE CAPITAL LLC
Firm CRD 338600 · TX · Reported as state-registered
Registration date: 2026-02-06
- SILVERSTONE PRIVATE WEALTH
Firm CRD 338605 · TX · Reported as state-registered
Registration date: 2025-09-30
- CONCEPTUM STRATEGIES
Firm CRD 338635 · TX · Reported as state-registered
Registration date: 2026-02-05
- BENDER MONEY LLC
Firm CRD 338636 · TX · Reported as state-registered
Registration date: 2026-02-23
- SOMOS FINANCIAL PARTNERS LLC
Firm CRD 338642 · TX · Reported as state-registered
Registration date: 2026-02-10
- BLUE HORIZON INVESTMENTS LLC
Firm CRD 338691 · TX · Reported as state-registered
Registration date: 2026-02-05
- FOUR PINES FINANCIAL
Firm CRD 338709 · TX · Reported as state-registered
Registration date: 2026-01-16
- SEVENWEALTH LLC
Firm CRD 338710 · TX · Reported as state-registered
Registration date: 2026-04-20
- BEACON LIGHT WEALTH MANAGEMENT
Firm CRD 338731 · TX · Reported as state-registered
Registration date: 2026-01-23