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.
- MAR FINANCIAL
Firm CRD 338746 · TX · Reported as state-registered
Registration date: 2026-03-19
- NOBLEHOUSE FAMILY OFFICE, LLC
Firm CRD 338855 · TX · Reported as state-registered
Registration date: 2026-02-26
- CRADLE TO COLLEGE FINANCIAL, LLC
Firm CRD 338930 · TX · Reported as state-registered
Registration date: 2026-01-12
- LAMBDA WEALTH MANAGEMENT LLC
Firm CRD 338971 · TX · Reported as state-registered
Registration date: 2026-03-20
- REAP ASSET MANAGEMENT LLC
Firm CRD 339003 · TX · Reported as state-registered
Registration date: 2026-03-19
- DUVALL WEALTH MANAGEMENT LLC
Firm CRD 339034 · TX · Reported as state-registered
Registration date: 2026-04-30
- THREE-SIXTY WEALTH MANAGEMENT, LLC.
Firm CRD 339056 · TX · Reported as state-registered
Registration date: 2026-01-28
- BARD INVESTMENT GROUP, LLC
Firm CRD 339071 · TX · Reported as state-registered
Registration date: 2026-02-10
- STF ADVISORY INC
Firm CRD 339084 · TX · Reported as state-registered
Registration date: 2026-04-01
- ASTUTE CONSULTING, LLC
Firm CRD 339100 · TX · Reported as state-registered
Registration date: 2026-02-18
- AYURASSET LLC
Firm CRD 339114 · TX · Reported as state-registered
Registration date: 2026-04-08
- WHISPER WEALTH ADVISORS LLC
Firm CRD 339118 · TX · Reported as state-registered
Registration date: 2026-01-07
- IRONWOOD INVESTMENT GROUP LLC
Firm CRD 339128 · TX · Reported as state-registered
Registration date: 2025-12-03
- LANKFORD CAPITAL MANAGEMENT LLC
Firm CRD 339132 · TX · Reported as state-registered
Registration date: 2026-02-13
- VESTTED WEALTH ADVISORS
Firm CRD 339140 · TX · Reported as state-registered
Registration date: 2026-05-06
- HYVORIAN FINANCIAL
Firm CRD 339194 · TX · Reported as state-registered
Registration date: 2026-02-13
- ARUSHA WEALTH LIMITED LIABILITY COMPANY
Firm CRD 339208 · TX · Reported as state-registered
Registration date: 2026-03-06
- AVORA WEALTH LLC
Firm CRD 339217 · TX · Reported as state-registered
Registration date: 2026-01-14
- 360 WEALTH CREATION
Firm CRD 339237 · TX · Reported as state-registered
Registration date: 2026-02-24
- POTENTIA WEALTH ADVISORS LLC
Firm CRD 339262 · TX · Reported as state-registered
Registration date: 2026-03-26
- WORTH WEALTH ADVISORS, LLC
Firm CRD 339284 · TX · Reported as state-registered
Registration date: 2026-03-18
- WEALTH AND PLAN
Firm CRD 339344 · TX · Reported as state-registered
Registration date: 2026-02-18
- DEFINITIVE ADVISOR GROUP, LLC.
Firm CRD 339346 · TX · Reported as state-registered
Registration date: 2026-03-20
- PEACH WEALTH MANAGEMENT
Firm CRD 339353 · TX · Reported as state-registered
Registration date: 2026-03-03
- 584 NORTH LLC
Firm CRD 339372 · TX · Reported as state-registered
Registration date: 2026-03-03