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Financial ADVSR advisor directory · SEC adviser records

Ascentis Independent Advisors, LLC financial advisors

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

The short answer

44 registered advisors work at Ascentis Independent Advisors, LLC, in 11 states and 23 cities; the most are in Dallas, TX (19). 9 list the CFP designation and 11 are also registered broker representatives.

Search every Ascentis Independent Advisors, LLC advisor by name →Who joined and left Ascentis Independent Advisors, LLC →Ascentis Independent Advisors, LLC: assets, clients and custodians →

Cities with the most Ascentis Independent Advisors, LLC advisors

Dallas, TX 19Bemidji, MN 3Fresno, CA 3Fort Collins, CO 2Bountiful, UT 1Charlotte, NC 1Denver, CO 1Grand Rapids, MN 1Lafayette, CA 1Laguna Niguel, CA 1Las Cruces, NM 1Modesto, CA 1Newport Beach, CA 1North Bend, WA 1Osprey, FL 1Richmond, UT 1Schaumberg, IL 1Seattle, WA 1Torrance, CA 1Waleska, GA 1Yucca Valley, CA 1

Ascentis Independent Advisors, LLC advisors by state

Ascentis Independent Advisors, LLC in Texas 19

Dallas 19

Ascentis Independent Advisors, LLC in California 9

Fresno 3Lafayette 1Laguna Niguel 1Modesto 1Newport Beach 1Torrance 1Yucca Valley 1

Ascentis Independent Advisors, LLC in Minnesota 4

Bemidji 3Grand Rapids 1

Ascentis Independent Advisors, LLC in Colorado 3

Fort Collins 2Denver 1

Ascentis Independent Advisors, LLC in Utah 2

Bountiful 1Richmond 1

Ascentis Independent Advisors, LLC in Washington 2

North Bend 1Seattle 1

Ascentis Independent Advisors, LLC in Florida 1

Osprey 1

Ascentis Independent Advisors, LLC in Georgia 1

Waleska 1

Ascentis Independent Advisors, LLC in Illinois 1

Schaumberg 1

Ascentis Independent Advisors, LLC in North Carolina 1

Charlotte 1

Ascentis Independent Advisors, LLC in New Mexico 1

Las Cruces 1

Questions

How many financial advisors does Ascentis Independent Advisors, LLC have?

44 investment adviser representatives are registered with Ascentis Independent Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 11 states and 23 cities. 9 list the CFP designation and 11 are also registered as broker representatives.

Where does Ascentis Independent Advisors, LLC have the most advisors?

Dallas, TX, with 19 registered advisors, then Bemidji, MN (3). By state, Texas has the most, with 19.

How do I find a Ascentis Independent Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Ascentis Independent 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 Ascentis Independent 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 →