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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Austin, TX

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

545 CFP professionals work in Austin; the most are at Kestra Advisory Services, LLC (81). 271 are also registered broker representatives.

CFP advisors in Austin, A to Z (first 500 of 545)

Every advisor in Austin →

Firms with the most CFP professionals in Austin

Kestra Advisory Services, LLC 81Root Financial Partners 21LPL Financial LLC 20Edward Jones 15Hub Investment Partners, LLC 13Per Stirling Capital Management, LLC 13Dimensional Fund Advisors LP 11Osaic Wealth, Inc. 11Austin Asset 10Kestra Private Wealth Services, LLC 10Strategic Advisers LLC 10Wells Fargo Clearing Services, LLC 10Richard P. Slaughter Associates, Inc. 9Schwab Wealth Advisory, Inc. 9Charles Schwab & Co., Inc. 7

CFP advisors in other Texas cities

All of Texas →

Houston 620Dallas 565Plano 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 22

Questions

How many CFP financial advisors are in Austin, TX?

545 SEC-registered investment adviser representatives at firm offices in Austin, Texas list the CFP designation; Kestra Advisory Services, LLC employs the most of them (81).

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.

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