Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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 predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program

Financial ADVSR advisor directory · SEC adviser records

Align Financial Advisors, LLC financial advisors

Every SEC-registered investment adviser representative at Align Financial Advisors, LLC, by the state and city of the office they work from.

3 registered advisors work at Align Financial Advisors, LLC, in 1 state and 1 city; the most are in McKinney, TX (3). 1 list the CFP designation and 0 are also registered broker representatives.

Search every Align Financial Advisors, LLC advisor by name →Who joined and left Align Financial Advisors, LLC →

Cities with the most Align Financial Advisors, LLC advisors

McKinney, TX 3

Align Financial Advisors, LLC advisors by state

Align Financial Advisors, LLC in Texas 3

McKinney 3

Questions

How many financial advisors does Align Financial Advisors, LLC have?

3 investment adviser representatives are registered with Align Financial Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Align Financial Advisors, LLC have the most advisors?

McKinney, TX, with 3 registered advisors. By state, Texas has the most, with 3.

How do I find a Align Financial Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Align Financial Advisors, LLC advisor registered at an office there. Each one 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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Align Financial Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →