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.
- COLORADO FINANCIAL SERVICE CORPORATION
Firm CRD 104343 · TX · Reported as state-registered
Registration date: 2023-07-14
- GUNN & CO ASSET MANAGEMENT INC
Firm CRD 104750 · TX · Reported as state-registered
Registration date: 2009-04-09
- PROFESSIONAL INVESTMENT COUNSEL, INC
Firm CRD 105096 · TX · Reported as state-registered
Registration date: 2012-12-14
- BROWN AND BROWN FINANCIAL SERVICES, INC.
Firm CRD 105392 · TX · Reported as state-registered
Registration date: 2011-02-23
- ALPHA & OMEGA
Firm CRD 105548 · TX · Reported as state-registered
Registration date: 2023-09-05
- ASSET MANAGEMENT CORPORATION
Firm CRD 105967 · TX · Reported as state-registered
Registration date: 2018-03-12
- EFS ASSET MANAGEMENT LLC
Firm CRD 106184 · TX · Reported as state-registered
Registration date: 2026-08-12
- POST OAK INVESTMENT MANAGEMENT, INC
Firm CRD 106601 · TX · Reported as state-registered
Registration date: 1999-01-06
- PORTFOLIO MANAGEMENT, LLC
Firm CRD 107129 · TX · Reported as state-registered
Registration date: 1992-08-19
- VOMUND INVESTMENT MANAGEMENT, LLC
Firm CRD 108137 · TX · Reported as state-registered
Registration date: 2000-06-08
- REK ADVISORS, INC.
Firm CRD 108198 · TX · Reported as state-registered
Registration date: 2016-04-04
- WEALTH MANAGEMENT GROUP
Firm CRD 108749 · TX · Reported as state-registered
Registration date: 2023-12-13
- AFFINITY CAPITAL, L.P.
Firm CRD 109118 · TX · Reported as state-registered
Registration date: 2012-07-24
- MONEY METHODS, INC.
Firm CRD 109298 · TX · Reported as state-registered
Registration date: 1985-07-19
- HANSEN WEALTH MANAGEMENT
Firm CRD 109661 · TX · Reported as state-registered
Registration date: 2012-08-23
- GREEN INVESTMENT MANAGEMENT, INC.
Firm CRD 109695 · TX · Reported as state-registered
Registration date: 2017-01-11
- MANAGED FINANCIAL SERVICES CORP INC
Firm CRD 109806 · TX · Reported as state-registered
Registration date: 2012-07-02
- TAYLOR STEPHENS, INC.
Firm CRD 110055 · TX · Reported as state-registered
Registration date: 2012-05-30
- L. COOPER INVESTMENTS
Firm CRD 110059 · TX · Reported as state-registered
Registration date: 2012-04-12
- CENTURION COUNSEL INC
Firm CRD 110083 · TX · Reported as state-registered
Registration date: 2020-04-23
- HOWLAND ADVISORY CORPORATION
Firm CRD 110192 · TX · Reported as state-registered
Registration date: 1992-01-06
- GAMBOA CAPITAL MANAGEMENT INC.
Firm CRD 110201 · TX · Reported as state-registered
Registration date: 2006-01-01
- SUCCESSFUL RESOURCE MANAGEMENT, LTD.
Firm CRD 110317 · TX · Reported as state-registered
Registration date: 2015-09-15
- MONUMENT INVESTMENTS INC.
Firm CRD 110494 · TX · Reported as state-registered
Registration date: 2012-06-13
- GUERRA INVESTMENT ADVISORS
Firm CRD 110564 · TX · Reported as state-registered
Registration date: 2012-04-20