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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Houston, TX

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

The short answer

169 CFA charterholders work in Houston; the most are at Fayez Sarofim & Co. (11). 40 are also registered broker representatives.

CFA advisors in Houston, A to Z

Every advisor in Houston →

Firms with the most CFA charterholders in Houston

Fayez Sarofim & Co. 11Sarofim International Management Co. 10Sarofim Trust Co. 10Corient 5J.P. Morgan Securities LLC 5Stephens Investment Management Group, LLC 5Brasada Capital Management, LP 4Chilton Capital Management LLC 4Eagle Global Advisors LLC 4Gfs Advisors LLC 4Vaughan Nelson Investment Management, L.P. 4Americana Partners, LLC 3Garcia Hamilton & Associates LP 3Linscomb Wealth, Inc. 3Oak Harvest Investment Services 3

CFA advisors in other Texas cities

All of Texas →

Dallas 185Austin 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

Questions

How many CFA financial advisors are in Houston, TX?

169 SEC-registered investment adviser representatives at firm offices in Houston, Texas list the CFA designation; Fayez Sarofim & Co. employs the most of them (11).

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 Houston?

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.