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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in The Woodlands, TX

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

87 CFP professionals work in The Woodlands; the most are at Rhame & Gorrell Wealth Management (10). 37 are also registered broker representatives.

CFP advisors in The Woodlands, A to Z

Every advisor in The Woodlands →

Firms with the most CFP professionals in The Woodlands

Rhame & Gorrell Wealth Management 10Edward Jones 7The Sum 5Osaic Advisory Services, LLC 4Wells Fargo Clearing Services, LLC 4Avion Wealth 3Bogart Wealth, LLC 3Legacy Capital 3Peirce Capital Management, LLC 3Waterway Wealth Management, L.L.C. 3Bison Investment Advisors, LLC 2Captrust 2Cetera Investment Advisers LLC 2Charles Schwab & Co., Inc. 2Diamond Client Group, LLC 2

CFP advisors in other Texas cities

All of Texas →

Houston 620Dallas 565Austin 545Plano 259Fort Worth 193San Antonio 187Westlake 153Southlake 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 The Woodlands, TX?

87 SEC-registered investment adviser representatives at firm offices in The Woodlands, Texas list the CFP designation; Rhame & Gorrell Wealth Management employs the most of them (10).

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 The Woodlands?

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.