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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Austin, TX

Every SEC-registered financial advisor at a firm office in Austin who lists the Chartered Financial Analyst designation, A to Z.

134 CFA charterholders work in Austin; the most are at Dimensional Fund Advisors LP (26). 43 are also registered broker representatives.

CFA advisors in Austin, A to Z

Every advisor in Austin →

Firms with the most CFA charterholders in Austin

Dimensional Fund Advisors LP 26Kestra Advisory Services, LLC 6Terry McDaniel & Company 6Waterloo Capital 5Sage Advisory Services Ltd. Co. 4Alpha Capital Management 3Bluespring Wealth Management, LLC 3Maslow Wealth Advisors 3Oxbow Advisors, LLC 3Century Management Financial Advisors 2Hub Investment Partners, LLC 2Intelligent Wealth Solutions LLC 2Kestra Investment Management, LLC. 2MML Investors Services, LLC 2Mercer Global Advisors Inc. 2

CFA advisors in other Texas cities

All of Texas →

Dallas 185Houston 168Plano 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

Questions

How many CFA financial advisors are in Austin, TX?

134 SEC-registered investment adviser representatives at firm offices in Austin, Texas list the CFA designation; Dimensional Fund Advisors LP employs the most of them (26).

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.

How do I check a CFA in Austin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

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.