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.
- BAT FINANCIAL SERVICES LLC
Firm CRD 340391 · TX · Reported as state-registered
Registration date: 2026-09-01
- FRONTLINE WEALTH MANAGEMENT
Firm CRD 340468 · TX · Reported as state-registered
Registration date: 2026-03-17
- WAGNER WEALTH MANAGEMENT
Firm CRD 340472 · TX · Reported as state-registered
Registration date: 2026-03-20
- GRAYCHASE WEALTH ADVISORY LLC
Firm CRD 340511 · TX · Reported as state-registered
Registration date: 2026-05-07
- JMD FINANCIAL PLANNING INC.
Firm CRD 340513 · TX · Reported as state-registered
Registration date: 2026-04-23
- TRINCHERA INVESTMENTS, LLC
Firm CRD 340715 · TX · Reported as state-registered
Registration date: 2026-06-22
- SOUNDVIEW PRIVATE WEALTH ADVISORS
Firm CRD 340845 · TX · Reported as state-registered
Registration date: 2026-06-15
- ROOTN WEALTH MANAGEMENT, INC.
Firm CRD 340886 · TX · Reported as state-registered
Registration date: 2026-06-03
- B. LIVELY FINANCIAL, LLC
Firm CRD 340920 · TX · Reported as state-registered
Registration date: 2026-04-15
- 5TH GENERATION FINANCIAL
Firm CRD 340921 · TX · Reported as state-registered
Registration date: 2026-08-20
- AVANZZA INVESTMENTS LLC
Firm CRD 340942 · TX · Reported as state-registered
Registration date: 2026-08-20
- FORUM WEALTH GROUP
Firm CRD 341013 · TX · Reported as state-registered
Registration date: 2026-04-10
- SHEPHERD ADVISORY LLC
Firm CRD 341190 · TX · Reported as state-registered
Registration date: 2026-07-28
- TARTAN ROAD WEALTH ADVISORY, LLC
Firm CRD 341219 · TX · Reported as state-registered
Registration date: 2026-06-02
- PATTERSON STRATEGIC EQUITY LLC
Firm CRD 341329 · TX · Reported as state-registered
Registration date: 2026-04-15
- BLANCK FINANCIAL
Firm CRD 341353 · TX · Reported as state-registered
Registration date: 2026-09-21
- GOLDENSTATE WEALTH MANAGEMENT
Firm CRD 341355 · TX · Reported as state-registered
Registration date: 2026-06-12
- EVERGLADE CAPITAL, LLC
Firm CRD 341491 · TX · Reported as state-registered
Registration date: 2026-09-16
- LAFAYETTE FINANCIAL PLANNING LLC
Firm CRD 341523 · TX · Reported as state-registered
Registration date: 2026-09-17
- 83 FINANCIAL
Firm CRD 341589 · TX · Reported as state-registered
Registration date: 2026-09-23
- VERIFY WEALTH
Firm CRD 341678 · TX · Reported as state-registered
Registration date: 2026-07-21
- ELITE DATA SOLUTIONS LLC
Firm CRD 341830 · TX · Reported as state-registered
Registration date: 2026-06-05
- VIRTUE WEALTH MANAGEMENT
Firm CRD 341892 · TX · Reported as state-registered
Registration date: 2026-07-08
- IHSAN WEALTH
Firm CRD 341909 · TX · Reported as state-registered
Registration date: 2026-08-06
- DOUGLAS MARIA LLC
Firm CRD 342107 · TX · Reported as state-registered
Registration date: 2026-07-08