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.
- TIVERTON WEALTH
Firm CRD 339410 · TX · Reported as state-registered
Registration date: 2026-02-19
- SOUTHERN CAPITAL PARTNERS, LLC
Firm CRD 339415 · TX · Reported as state-registered
Registration date: 2026-02-10
- OLD BEACH INVESTMENT ADVISORS, LLC
Firm CRD 339424 · TX · Reported as state-registered
Registration date: 2025-10-31
- VIRESCENT FINANCIAL LLC
Firm CRD 339464 · TX · Reported as state-registered
Registration date: 2026-03-05
- HELIOS FINANCIAL SERVICES, LLC
Firm CRD 339501 · TX · Reported as state-registered
Registration date: 2026-04-22
- CRYSTAL OAK WEALTH MANAGEMENT, LLC
Firm CRD 339554 · TX · Reported as state-registered
Registration date: 2026-02-24
- CAMPBELL WEALTH PARTNERS, LLC
Firm CRD 339557 · TX · Reported as state-registered
Registration date: 2026-02-06
- LAKELINE FINANCIAL
Firm CRD 339602 · TX · Reported as state-registered
Registration date: 2026-04-22
- KINDRED PEAK WEALTH MANAGEMENT LLC
Firm CRD 339644 · TX · Reported as state-registered
Registration date: 2026-08-07
- RIVERSIDE FINANCIAL ADVISORS LLC
Firm CRD 339678 · TX · Reported as state-registered
Registration date: 2026-02-13
- PECUSAVVY FINANCIAL
Firm CRD 339768 · TX · Reported as state-registered
Registration date: 2026-07-09
- ANALOG CAPITAL AI, LLC
Firm CRD 339783 · TX · Reported as state-registered
Registration date: 2026-03-30
- FWM PARTNERS
Firm CRD 339804 · TX · Reported as state-registered
Registration date: 2026-05-12
- FIRST FIDELITY WEALTH MANAGEMENT LLC
Firm CRD 339843 · TX · Reported as state-registered
Registration date: 2026-03-23
- INSPIRE WEALTH ADVISORY LLC
Firm CRD 339878 · TX · Reported as state-registered
Registration date: 2026-07-06
- FRONTSTAGE FINANCIAL LLC
Firm CRD 339913 · TX · Reported as state-registered
Registration date: 2026-03-30
- CARDINAL WEALTH MANAGEMENT LLC
Firm CRD 339938 · TX · Reported as state-registered
Registration date: 2026-04-20
- SHERPA WEALTH MANAGEMENT LLC
Firm CRD 340032 · TX · Reported as state-registered
Registration date: 2026-03-19
- RETIRE LAB LLC
Firm CRD 340070 · TX · Reported as state-registered
Registration date: 2026-06-11
- THE FINANCIAL SCIENCES COMPANY, LLC
Firm CRD 340099 · TX · Reported as state-registered
Registration date: 2026-06-12
- GRANTD WEALTH, INC.
Firm CRD 340110 · TX · Reported as state-registered
Registration date: 2026-08-05
- BRAVO ZULU CAPITAL MANAGEMENT
Firm CRD 340256 · TX · Reported as state-registered
Registration date: 2026-03-03
- GOSCH WEALTH ADVISORY
Firm CRD 340315 · TX · Reported as state-registered
Registration date: 2026-08-02
- SILVERHAVEN STRATEGIC WEALTH, LLC
Firm CRD 340335 · TX · Reported as state-registered
Registration date: 2026-06-04
- FINHIVE DISTRIBUTION
Firm CRD 340342 · TX · Reported as state-registered
Registration date: 2026-09-25