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Est. 2026The front page of wealth managementNew York

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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Texas

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

4,112 CFP professionals work in Texas; the most are in Houston (620).

Cities in Texas with CFP professionals

Every advisor in Texas →

Houston 620Dallas 565Austin 545Plano 259Fort Worth 193San Antonio 187Westlake 153The Woodlands 87Southlake 58Frisco 57Sugar Land 44Lubbock 40Richardson 33Georgetown 32Addison 31Allen 29McKinney 29Katy 28Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22Spring 22Cedar Park 19Cypress 19Denton 17Grapevine 17Lakeway 17Longview 17Colleyville 16Coppell 16Irving 16Kingwood 16Tyler 16Abilene 15Boerne 15Conroe 15McAllen 15Victoria 15Midland 14Corpus Christi 13Keller 13Mansfield 13Waco 13Weatherford 13Bellaire 12Ft Worth 12Prosper 12Rockwall 12Nacogdoches 11Beaumont 10Granbury 10Bryan 9Carrollton 9Friendswood 9Baytown 8Bee Cave 8Dripping Springs 8Houston - Memorial City 8League City 8Odessa 8Richmond 8Hurst 7Lewisville 7Pearland 7San Angelo 7Buda 6Helotes 6Humble 6Leander 6Liberty Hill 6Missouri City 6Roanoke 6Rockport 6Wichita Falls 6Brenham 5Celina 5North Richland Hills 5Temple 5Tomball 5Wylie 5Bay City 4Bedford 4Burleson 4Ft. Worth 4Garland 4Greenville 4Henderson 4Huntsville 4Lufkin 4Marble Falls 4Mesquite 4Mt Pleasant 4Shavano Park 4Sherman 4Texarkana 4Waxahachie 4Argyle 3Athens 3Bulverde 3Corinth 3Edinburg 3Fair Oaks Ranch 3Fairview 3Haslet 3Heath 3Horseshoe Bay 3Kerrville 3Laredo 3Lindale 3Midlothian 3Mont Belvieu 3Needville 3Pflugerville 3San Marcos 3Seguin 3Stephenville 3Sulphur Springs 3Willis 3Wimberley 3

164 smaller places with one or two CFP professionals are in the advisor search.

CFP advisors in other states

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

Questions

How many CFP financial advisors are in Texas?

4,112 SEC-registered investment adviser representatives in Texas list the CFP designation; the most work in Houston (620).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.