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
RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

Castleview Partners, LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Castleview Partners, LLC office in Texas, by city and A to Z.

6 registered advisors work at Castleview Partners, LLC in Texas, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (3). 1 list the CFP designation and 0 are also registered broker representatives.

Castleview Partners, LLC advisors by city in Texas

Every firm in Texas →

Dallas 3Plano 3

Castleview Partners, LLC advisors in Texas, A to Z

Search by name →

Castleview Partners, LLC advisors in every state →Castleview Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Castleview Partners, LLC in other states

Florida 3

Questions

How many Castleview Partners, LLC financial advisors are in Texas?

6 investment adviser representatives are registered at Castleview Partners, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Castleview Partners, LLC have the most advisors?

Dallas, with 3, then Plano (3). Castleview Partners, LLC has advisors in 2 cities in Texas.

How do I check a Castleview Partners, LLC advisor in Texas?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Castleview Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.