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.
6,602 published state registrations on 5,942 distinct firm CRDs.
- HAMILTON-BATES INVESTMENT RESEARCH, INC.
Firm CRD 114127 · CA · Reported as state-registered
Registration date: 2012-07-06
- HAMILTON-BATES INVESTMENT RESEARCH, INC.
Firm CRD 114127 · TX · Reported as state-registered
Registration date: 2012-08-08
- WILLIAM C. HOEFFER, JR. INC.
Firm CRD 114131 · CA · Reported as state-registered
Registration date: 1991-01-14
- EDGEMONT INVESTMENT MANAGEMENT, LLC
Firm CRD 114136 · CA · Reported as state-registered
Registration date: 2002-02-21
- EDGEMONT INVESTMENT MANAGEMENT, LLC
Firm CRD 114136 · TX · Reported as state-registered
Registration date: 2001-05-01
- CPA ADVISORY SERVICES, P.C.
Firm CRD 114170 · AZ · Reported as state-registered
Registration date: 2000-03-27
- CPA ADVISORY SERVICES, P.C.
Firm CRD 114170 · CA · Reported as state-registered
Registration date: 2021-06-07
- MATT MONTGOMERY
Firm CRD 114181 · TX · Reported as state-registered
Registration date: 1998-01-02
- ELM ASSET MANAGEMENT INC.
Firm CRD 114199 · TX · Reported as state-registered
Registration date: 1989-12-01
- JAMES G. MCCLELLAN CPA
Firm CRD 114230 · TX · Reported as state-registered
Registration date: 1997-05-01
- OPSIS ADVISORY GROUP
Firm CRD 114240 · TX · Reported as state-registered
Registration date: 2007-01-04
- CGM INVESTMENT MANAGEMENT
Firm CRD 114262 · TX · Reported as state-registered
Registration date: 1998-01-02
- WEALTH CREATORS, LLC
Firm CRD 114264 · TX · Reported as state-registered
Registration date: 2001-01-11
- RHONDA L RUSSELL
Firm CRD 114268 · TX · Reported as state-registered
Registration date: 2006-01-30
- GEOFFRY H. OSHMAN, CFP
Firm CRD 114278 · TX · Reported as state-registered
Registration date: 2008-10-21
- PERRY D. REED & COMPANY, P.C.
Firm CRD 114282 · TX · Reported as state-registered
Registration date: 2000-02-23
- MISSION ADVISORS, LP
Firm CRD 114285 · TX · Reported as state-registered
Registration date: 2025-04-11
- ECONOMIC LEADS
Firm CRD 114306 · TX · Reported as state-registered
Registration date: 1995-01-06
- WINVEST INVESTMENTS L.P.
Firm CRD 114358 · TX · Reported as state-registered
Registration date: 2012-04-19
- CHARLES MANNING & ASSOCIATES, INC.
Firm CRD 114359 · TX · Reported as state-registered
Registration date: 1996-01-30
- CASH FLOW INVESTMENT SERVICES LLC
Firm CRD 114360 · AZ · Reported as state-registered
Registration date: 2022-05-03
- PORTER INVESTMENTS
Firm CRD 114366 · TX · Reported as state-registered
Registration date: 1996-10-17
- COMPREHENSIVE PHYSICIANS RETIREMENT INVESTING
Firm CRD 114380 · AZ · Reported as state-registered
Registration date: 1994-12-28
- INTEGRA ASSET ADVISORS, L.C.
Firm CRD 114394 · TX · Reported as state-registered
Registration date: 1995-01-05
- PHILLIPS RAY CAPITAL MANAGEMENT, INC.
Firm CRD 114408 · TX · Reported as state-registered
Registration date: 2025-08-12