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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Texas

Every SEC-registered financial advisor in Texas who lists the Chartered Financial Analyst designation, by city.

778 CFA charterholders work in Texas; the most are in Dallas (185).

Cities in Texas with CFA charterholders

Every advisor in Texas →

Dallas 185Houston 168Austin 134Plano 57Fort Worth 42San Antonio 42Frisco 9Westlake 9Irving 7Southlake 7Sugar Land 7Bellaire 5Cedar Park 5McKinney 5Cypress 4Katy 4The Woodlands 4Addison 3College Station 3Colleyville 3Pflugerville 3Rockwall 3

56 smaller places with one or two CFA charterholders are in the advisor search.

CFA advisors in other states

CaliforniaNew YorkFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFA financial advisors are in Texas?

778 SEC-registered investment adviser representatives in Texas list the CFA designation; the most work in Dallas (185).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.