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.
- JONATHAN P.LUNDMARK, CPA,CFP
Firm CRD 127727 · TX · Reported as state-registered
Registration date: 2003-11-05
- TRADITIONS WEALTH ADVISORS, LLC.
Firm CRD 128135 · TX · Reported as state-registered
Registration date: 2008-01-01
- PRIAD INVESTMENT ADVISERS, L.L.C.
Firm CRD 128187 · TX · Reported as state-registered
Registration date: 2004-03-26
- REXFORD CAPITAL
Firm CRD 128227 · TX · Reported as state-registered
Registration date: 2011-10-03
- EXECUTIVE MONEY MANAGERS, INC.
Firm CRD 128362 · TX · Reported as state-registered
Registration date: 2012-06-18
- KANOS CAPITAL MANAGEMENT, LLC
Firm CRD 128395 · TX · Reported as state-registered
Registration date: 2003-12-08
- COLEMAN RIVER CAPITAL LLC
Firm CRD 128421 · TX · Reported as state-registered
Registration date: 2012-05-16
- PRUDENT MONEY FINANCIAL SERVICES
Firm CRD 128472 · TX · Reported as state-registered
Registration date: 2012-06-21
- PENDRAGON CAPITAL MANAGEMENT, INC.
Firm CRD 128659 · TX · Reported as state-registered
Registration date: 2021-09-28
- WHITFILL INVESTMENT MANAGEMENT, LLC
Firm CRD 128668 · TX · Reported as state-registered
Registration date: 2003-12-01
- MCMILLAN ANALYSIS CORPORATION
Firm CRD 128920 · TX · Reported as state-registered
Registration date: 2016-04-20
- SHRIER ASSOCIATES, LLC
Firm CRD 129043 · TX · Reported as state-registered
Registration date: 2024-04-12
- CORNERSTONE INVESTMENT SERVICES
Firm CRD 129164 · TX · Reported as state-registered
Registration date: 2012-05-08
- STARLING CAPITAL MANAGEMENT, LLC
Firm CRD 129223 · TX · Reported as state-registered
Registration date: 2004-02-27
- MERIDIAN INVESTMENT MANAGEMENT, INC.
Firm CRD 129233 · TX · Reported as state-registered
Registration date: 2004-01-01
- CARR CONSULTING P.A.
Firm CRD 129350 · TX · Reported as state-registered
Registration date: 2008-01-11
- COMMUNITY FINANCIAL GROUP, INC.
Firm CRD 129472 · TX · Reported as state-registered
Registration date: 2012-05-17
- J C TEXAS INVESTMENT ADVISORS, LTD.
Firm CRD 129565 · TX · Reported as state-registered
Registration date: 2004-01-15
- WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC
Firm CRD 129588 · TX · Reported as state-registered
Registration date: 2005-09-15
- BENT TREE TRUST ADVISORS, LLC
Firm CRD 129862 · TX · Reported as state-registered
Registration date: 2008-07-07
- STRATEGIC INVESTMENT MANAGEMENT
Firm CRD 129949 · TX · Reported as state-registered
Registration date: 2004-02-09
- SANSONE & ASSOCIATES
Firm CRD 130053 · TX · Reported as state-registered
Registration date: 2004-04-05
- INVESTORS BROKERAGE OF TEXAS, LTD.
Firm CRD 13037 · TX · Reported as state-registered
Registration date: 2010-01-20
- INS CAPITAL MANAGEMENT, LLC
Firm CRD 130701 · TX · Reported as state-registered
Registration date: 2005-10-19
- USA ASSET MANAGEMENT, LLC
Firm CRD 130946 · TX · Reported as state-registered
Registration date: 2020-09-30