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.
- DVERSIFY ADVISORS LLC
Firm CRD 342124 · TX · Reported as state-registered
Registration date: 2026-08-20
- THEORY79 WEALTH DESIGN LLC
Firm CRD 342184 · TX · Reported as state-registered
Registration date: 2026-07-09
- DYNAMIC LIFESTYLE PLANNING GROUP
Firm CRD 342405 · TX · Reported as state-registered
Registration date: 2026-09-17
- ALLZEN WEALTH AND FINANCIAL SERVICES
Firm CRD 342542 · TX · Reported as state-registered
Registration date: 2026-09-22
- SAGEFOLIO ADVISORS
Firm CRD 342600 · TX · Reported as state-registered
Registration date: 2026-09-29
- VALCORRA CAPITAL
Firm CRD 342706 · TX · Reported as state-registered
Registration date: 2026-09-01
- NAX CAPITAL LLC
Firm CRD 342755 · TX · Reported as state-registered
Registration date: 2026-09-25
- TRUE NORTH WEALTH STRATEGIES LLC
Firm CRD 342840 · TX · Reported as state-registered
Registration date: 2026-09-21
- MAVERICK THOMAS CAPITAL
Firm CRD 342921 · TX · Reported as state-registered
Registration date: 2026-07-30
- NEXT WEALTH ADVISERS
Firm CRD 342970 · TX · Reported as state-registered
Registration date: 2026-09-22
- FIELDSTONE ADVISORY LLC
Firm CRD 343109 · TX · Reported as state-registered
Registration date: 2026-09-10
- CHRISTOPHER JAMES CAPITAL ADVISORS
Firm CRD 343166 · TX · Reported as state-registered
Registration date: 2026-09-10
- WEALTH SOLUTIONS, INC.
Firm CRD 35331 · TX · Reported as state-registered
Registration date: 1994-04-15
- PRIVATE PORTFOLIO OF SAN DIEGO
Firm CRD 36644 · TX · Reported as state-registered
Registration date: 2014-07-07
- SHEARSON FINANCIAL SERVICES, LLC
Firm CRD 38619 · TX · Reported as state-registered
Registration date: 2017-05-04
- S.G. LONG & COMPANY
Firm CRD 47511 · TX · Reported as state-registered
Registration date: 2020-12-21
- MHA FINANCIAL CORP
Firm CRD 7462 · TX · Reported as state-registered
Registration date: 2013-12-09