Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?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 says

Financial ADVSR advisor directory · SEC adviser records

Kingswood Wealth Advisors, LLC financial advisors in Texas

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

The short answer

4 registered advisors work at Kingswood Wealth Advisors, LLC in Texas, out of 112 nationwide; it's the firm's number 7 state by advisors, and the most are in Plano (2). 0 list the CFP designation and 4 are also registered broker representatives.

Kingswood Wealth Advisors, LLC advisors by city in Texas

Every firm in Texas →

Plano 2Austin 1Dallas 1

Kingswood Wealth Advisors, LLC advisors in Texas, A to Z

Search by name →

Kingswood Wealth Advisors, LLC advisors in every state →Kingswood Wealth Advisors, LLC: assets, clients and custodians →Kingswood U.S. news and advisor moves →Advisor Moves: who changed firms this week →

Kingswood Wealth Advisors, LLC in other states

California 49Florida 11Georgia 9New York 9Tennessee 9North Carolina 5

Questions

How many Kingswood Wealth Advisors, LLC financial advisors are in Texas?

4 investment adviser representatives are registered at Kingswood Wealth Advisors, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 112 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Where in Texas does Kingswood Wealth Advisors, LLC have the most advisors?

Plano, with 2, then Austin (1). Kingswood Wealth Advisors, LLC has advisors in 3 cities in Texas.

How do I check a Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.