Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Texas
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Texas, by city and A to Z.
The short answer
380 registered advisors work at Osaic Wealth, Inc. in Texas, out of 7,287 nationwide; it's the firm's number 4 state by advisors, and the most are in Houston (47). 81 list the CFP designation and 379 are also registered broker representatives.
Osaic Wealth, Inc. advisors by city in Texas
Every firm in Texas →Houston 47Dallas 33San Antonio 25Austin 19Fort Worth 12Amarillo 11Plano 11Tomball 10Richardson 8The Woodlands 8Addison 7Bee Cave 7El Paso 7Sugar Land 7Allen 5Arlington 5Conroe 5Katy 5Spring 5Abilene 4Colleyville 4Lewisville 4Longview 4McKinney 4Tyler 4Celina 3Corpus Christi 3Flower Mound 3Friendswood 3Hudson Oaks 3Kingwood 3Lubbock 3Roanoke 3Round Rock 3Southlake 3Waco 3Atlanta 2Bellaire 2Boerne 2Bryan 2Center 2Cypress 2Fredericksburg 2Garland 2Georgetown 2Hutto 2Irving 2Keene 2Laredo 2Leander 2Marshall 2Missouri City 2Orange 2Pflugerville 2Richmond 2Weatherford 2Aledo 1Beaumont 1Brenham 1Brownsville 1Buda 1Canadian 1Cedar Creek 1Cedar Park 1College Station 1Comfort 1Corinth 1Euless 1Fairfield 1Frisco 1Fulshear 1Galveston 1Godley 1Grand Prairie 1Grapevine 1Gunter 1Heath 1Helotes 1Hideaway 1Jarrell 1Keller 1Kemp 1Kingsland 1Lake Jackson 1Lakeway 1League City 1Levelland 1Liberty Hill 1Lucas 1Mansfield 1Manvel 1Mesquite 1Midlothian 1North Richland Hills 1Prosper 1
Osaic Wealth, Inc. advisors in Texas, A to Z
Search by name →- Heath P. AbernathyGrapevine · Certified Financial Planner
- Jennifer AdamsHouston
- Michael C. AlbertCollege Station · Certified Financial Planner
- Shaju AlexanderSan Antonio
- Stephen E. AlexanderHouston
- Timothy P. AnselmiTomball
- Tom AnselmiTomball
- Nathan ArchilaRoanoke · Certified Financial Planner
- Byron Eddie ArnoldBeaumont · Certified Financial Planner
- Frank B. ArnoldSan Antonio · Personal Financial Specialist
- Nicholas W. Arre Jr.Kingwood
- Christian ArroyoAustin
- Daniel Ayala Jr.Tomball
- Daniel AzeredoGeorgetown
- Robert L. BagbyCedar Park
- Jimmy L. BaileyAbilene · Certified Financial Planner
- Thomas A. BairdHouston · Certified Financial Planner
- Glendell M. BakerFrisco
- Randolph S. BalchMesquite
- Clifton R. BarnesSan Antonio
- David L. BarnesFlower Mound
- Donald L. BarrereSugarland
- Matthew D. BednarzIrving
- Chana K. BeeneWaco
- Chet B. BeeneWaco
- Madison L. BegleyPlano
- Harry W. BeltranLaredo
- Alexander M. BerreyLewisville · Chartered Financial Consultant
- Brian P. BessnerDallas
- Bruce P. BessnerRound Rock · Certified Financial Planner
- Brendan C. BetsillHudson Oaks
- John M. BlackLongview · Certified Financial Planner
- Jerry Boda Jr.Flower Mound · Certified Financial Planner
- Jason W. BohmannHouston
- Stephen J. BonczekManvel
- David W. BorenGeorgetown · Certified Financial Planner
- Ryan L. BradfordHouston
- Jeffrey D. BrechtRound Rock
- Anderson B. BrooksAllen
- Peter B. BryanTaylor
- William G. BuchananThe Woodlands
- Deana S. ButlerFort Worth
- Carlos CamarilloSan Antonio
- Bryan W. CamperAllen · Certified Financial Planner
- Buddy W. CamperAllen
- Mary D. CanalesSan Antonio
- Mark M. CarolinSan Antonio
- Adam CarterFort Worth
- Tricia L. Carter WoodConroe
- Kevin L. CascarelliSpring
- Kevin H. CassidyAbilene · Certified Financial Planner
- Susano Castillo Jr.Laredo
- Jeffrey T. ChadoAmarillo
- Guy CharlesCelina
- Joseph P. CharltonSan Antonio
- John J. Checki Jr.Plano · Certified Financial Planner
- John J. Checki IIIFort Worth
- John C. ChioloLubbock
- Christopher D. ClarkSan Antonio
- Norman T. CoatesTyler
- Ryan R. CollinsAmarillo
- William C. CollinsLakeway · Certified Financial Planner
- Steven J. CombestDallas · Certified Financial Planner
- Jeremiah D. CorbinHouston
- Regino CoronaBrownsville
- Spencer M. CorzineLeander · Certified Financial Planner
- Randy C. CoxHudson Oaks · Certified Financial Planner
- Charles G. CunninghamAmarillo
- Elmo E. Cure IIIRichardson
- Evan S. CureRichardson · Certified Financial Planner
- James R. Daffron Jr.Dallas
- Michael S. DanterSunnyvale
- Charles D. DavenportAustin · Certified Financial Planner, Chartered Financial Consultant
- Matthew O. DavisPlano
- Claudia E. De La RosaEl Paso
- Michael C. DeguchiAddison
- Mahesh DesaiBellaire · Certified Financial Planner, Chartered Financial Analyst
- Scott R. DickersonAmarillo
- Shaelyn N. DobsonHouston
- John F. DonovanPlano
- David J. DormadyAustin · Certified Financial Planner
- Joyce E. DormadyAustin · Certified Financial Planner
- Luc N. DuDallas
- Amanda M. DuranSan Antonio · Certified Financial Planner
- Landon D. DurhamFriendswood
- Lee E. EdwardsHelotes
- James L. EinspanierDallas · Chartered Financial Consultant
- Beth A. EldridgeGalveston
- Salvador Elizondo Jr.Houston · Certified Financial Planner
- Stephanie F. EngSugar Land
- Richard A. EthunBellaire
- Ancle R. EvansWaco
- Melinda H. EvansColleyville
- David P. FarrellKingwood
- James E. FeredayCypress
- Clayton K. FlathersDallas
- Collin K. FlathersDallas
- Guy L. Floyd IIISan Antonio
- Joann FontanezEl Paso
- Richard C. FordPlano
- Stephen R. FosterTomball
- Happy L. FranklinDallas
- Anna R. FransenBee Cave · Certified Financial Planner, Chartered Financial Consultant
- Richard L. FriendWeatherford · Certified Financial Planner, Chartered Financial Consultant
- Denise E. FriesBryan
- Janice E. GageAustin
- Frank J. Gamez Jr.Corpus Christi
- Andrew R. GardnerAddison · Certified Financial Planner
- Edward M. GardnerHouston · Certified Financial Planner
- Frances R. GardnerAddison · Certified Financial Planner
- Jeffrey M. GartonMcKinney
- David GaySan Antonio
- Jon R. GekiereDallas
- Lawrence A. GekiereDallas · Chartered Financial Consultant
- Roger R. GekiereDallas
- J. Shane GentryThe Woodlands
- Gerrald A. GiblinBrenham
- John GinsburgHouston
- Braden W. GivensFort Worth · Certified Financial Planner
- Michael D. GleasonSan Antonio · Chartered Financial Consultant
- Bradley R. GlennThe Woodlands
- David L. GoodrichLucas
- Joshua M. GraeffHouston
- Charles R. GreenFort Worth
- Anthony P. GregoryTarpley
- Melvin L. GrossHouston · Chartered Financial Consultant
- Sandra M. GuardadoTomball
- Justin S. GuessHudson Oaks · Certified Financial Planner
- Blaise A. GuzzettaFriendswood
- Irene O. HaasKaty · Certified Financial Planner
- Steven P. HagemannDallas
- Brent C. HagenPflugerville
- Stan R. HallDallas
- Nicole C. HamburgRichardson
- Casey HardingMidlothian · Certified Financial Planner
- Dean A. HarmanThe Woodlands · Certified Financial Planner
- Nathan J. HarrisonTomball
- Adam G. HarzBee Cave
- Matthew A. HayesKeller
- Beth A. HearnTomball · Certified Financial Planner
- Mark A. HeathEl Paso · Certified Financial Planner
- Heather M. HennighSugar Land · Certified Financial Planner
- Jared L. HensleyConroe
- Sheri L. HensleyCanadian
- Catherine J. HesseHouston
- Michael W. HesseHouston · Certified Financial Planner, Chartered Financial Consultant
- Michael G. HillFairfield
- Kris D. HinckleyAddison
- William G. HoffmanBryan
- Jerry H. HoffmannPlano
- Alfonso A. HolguinEl Paso
- John W. Holmes IIICypress
- Erik D. HoltBoerne
- Salvatore S. HoltComfort
- Gloria H. HomansSouthlake
- Mark D. HooverDallas
- Willie J. HowardRichmond
- Ronald D. HugheyArlington · Certified Financial Planner
- Scott D. ImmelFredericksburg
- Stephen B. IpSugar Land
- Lawrence M. JacobsHouston
- Michael JimenezConroe
- Michael D. JohnsonSan Antonio
- Robert M. JohnsonDallas
- Susan K. JuricaHouston
- Andrew D. KaczDallas
- Maya M. KatzmanPlano · Certified Financial Planner
- William Keel Jr.Katy
- William Keel IIIKaty · Certified Financial Planner
- James F. KellerAllen
- Hillary L. KentAddison · Certified Financial Planner
- Robert D. Kinnally Jr.San Antonio
- Randall P. KlausLubbock
- Gabriel E. KlawaTerrell
- Paul KlementDallas
- Robert L. KnousSouthlake
- Geoffrey T. KoeppCedar Creek
- Madison C. KonermannSpring
- Thomas P. Kroehle Jr.Addison
- Daniel C. LaceyAustin
- Charles A. LambethEl Paso
- Adam R. LampeThe Woodlands
- Gigi D. LavergneGarland
- Lucas E. LawsonLewisville
- Deborah M. LawyerHutto
- Lisa M. LeeHouston · Certified Financial Planner
- John A. LevineHouston
- Leon H. LevinsonHouston
- Steven D. LindbergMcKinney · Chartered Financial Consultant
- Gregory E. LivelyCorinth
- Hunter T. LivelyAustin
- Todd L. LivelyAustin
- Karl J. LockeCenter
- Tania M. LouqueAustin
- Ted M. LukemanSpring
- Larry G. Macy IIFort Worth
- Corey M. MaglioloFriendswood
- Dennis N. MainardSan Antonio · Certified Financial Planner
- Matthew T. ManningCelina
- James S. MarroquinAustin · Certified Financial Planner
- Landon A. MarxLeague City · Certified Financial Planner
- Igor MaskovLewisville
- Ashish P. MathewsHouston · Certified Financial Planner
- Reji P. MathewsHouston
- Tina T. MatthewsAustin · Chartered Financial Consultant
- David L. McCallaDallas · Chartered Financial Consultant
- Cory P. McCauleyHouston
- Brent C. McCrarySan Antonio · Certified Financial Planner
- Eric L. McMurdieRichardson
- Terry G. MebaneTyler
- Robert E. MeffordFort Worth
- Edward B. MeinenFort Worth
- Robert F. MentonEuless
- Brian P. MessierFulshear
- Sandra P. MestellerSouthlake
- Denny G. Meyer Jr.Corpus Christi
- Daniel MeyerovitzDallas · Certified Financial Planner
- Darryl L. MeyerovitzDallas
- Clayton H. MillerSan Antonio
- David D. MillerDallas
- Floyd E. MillerAbilene
- Megan P. MillsJarrell · Certified Financial Planner
- Douglas R. MitchellSan Antonio
- Jacob D. MokryCorpus Christi
- Ted M. MonroeLubbock · Certified Financial Planner
- David C. MooreIrving
- Johnny I. MooreAmarillo
- Mitchell G. MooreBee Cave
- Thomas L. MooreKingsland
- Andrew L. MorrisMissouri City
- Michelle J. MorrisMissouri City
- Shane A. MorrowBee Cave · Certified Financial Planner
- Quinn J. MoserRoanoke · Certified Financial Planner
- Andrew M. MotesAustin
- Andrew S. MulderRichmond
- Melchor E. MuzkizGarland · Certified Financial Planner
- Erin R. MyersGunter
- Monica S. NarvaezEl Paso · Certified Financial Planner
- John Navarro IIIColleyville
- Scott O. NazarenusAustin · Certified Financial Planner
- Kristen M. NewmanVictoria
- Chih Hao NgHouston
- Andrew S. NidaAustin
- Carmella D. NodineAmarillo · Certified Financial Planner
- John W. NoelHouston
- Justin D. O'BannonHouston
- Teresa A. O'ConnorSpring
- Paul G. O'LearyCelina · Chartered Financial Consultant
- Aulton B. OdellAustin
- Christopher OlearyPflugerville
- John M. OrearFort Worth
- John M. Orear Jr.Fort Worth
- Jonathan T. PaceMcKinney
- Donna B. ParkerRound Rock · Certified Financial Planner
- Suzanna PasseyRichardson
- Ashish K. PatelHouston · Certified Financial Planner
- Henry R. Peeler Jr.Dallas · Certified Financial Planner
- Robert C. PenderLeander
- Gilbert Perez IIKeene
- John E. PesanoRichardson
- Michael B. PetersBee Cave
- Peter PhanColleyville
- Marion T. PhilpotRoanoke
- Joey J. PierceLevelland
- Steven V. PipkinLiberty Hill
- Jeremiah PizanaWimberley
- Richard A. PlantoSan Antonio · Chartered Financial Consultant
- Tyler PorterTomball
- William C. Porterfield IIIColleyville
- John L. PottsMcKinney · Certified Financial Planner
- Clinton S. QuinnLongview · Certified Financial Planner
- Joseph R. RadovicDallas · Certified Financial Planner, Chartered Financial Consultant
- Mamta RaiHouston
- Barbara J. RayHouston · Certified Financial Planner
- Emmett R. Ray IIIPlano
- Jaylen RayePlano
- Lindsey C. ReddingKingwood
- Michael D. ReeseConroe
- Martin R. RezaHouston
- Paul W. RhoadesThe Woodlands
- Christopher S. RiggsThe Woodlands
- Richard N. RimatoLake Jackson · Chartered Financial Consultant
- Kerry M. RobertsBuda
- Bruce W. RobertsonTomball
- David P. RobinsonAustin · Certified Financial Planner
- Martha N. RobinsonHouston
- David R. RodriguezAustin · Certified Financial Planner
- Richard W. RogersHideaway
- Wesley A. RolandFort Worth
- Barry C. RoseGodley
- Keith B. RowlandProsper
- Eric W. RumbaughHouston
- Mark A. SalesmanHouston
- Joshua K. SanchezDallas
- Michael B. SandeenHouston · Certified Financial Planner
- Michael G. SatterwhiteHouston
- Jeffrey T. SchabergSugar Land
- David L. SchamerhornHouston
- Scott J. SchillerAustin · Certified Financial Planner
- James H. SchoolerNorth Richland Hills · Chartered Financial Consultant
- Jessica C. ScottHouston
- Robert D. ScottHouston · Certified Financial Planner
- Robert M. SesichEl Paso · Certified Financial Planner
- Richard A. SharpSan Antonio
- Taylor L. SheaRichardson
- William A. SheaRichardson · Certified Financial Planner, Chartered Financial Consultant
- Andrea B. SheikhBee Cave · Certified Financial Planner
- Jared K. SheltonAbilene
- Jeffrey R. ShenkmanDallas
- Matthew B. SilveyCenter · Certified Financial Planner
- Bruce A. SlaterSpring · Chartered Financial Consultant
- Jill H. SlaytonHeath · Certified Financial Planner
- Alec M. SmithSugar Land
- E Lawrence T. SmithDallas · Certified Financial Planner
- James R. Smith Sr.Hutto
- Michael J. SmithLewisville · Chartered Financial Consultant
- Amy B. SolumDallas
- Mark E. SouthardFredericksburg
- William W. Sowers VBee Cave
- Mark SpaldingDallas
- William C. SplawnKaty
- Ellias D. StabinskyHouston
- Cameron S. StansburyFort Worth
- Karin R. StewartMansfield
- Michael E. StewartHouston
- Bruce W. StroupSan Antonio
- Michael L. SuellentropKemp
- Jon C. Taylor IIISan Antonio
- John W. TegtmeierAustin · Certified Financial Planner
- Carolyn E. TeschemacherDallas
- Joseph D. ThompsonAtlanta
- Helen L. ThorntonConroe
- Ellen K. TimberlakeArlington · Certified Financial Planner
- Jared L. TimsTyler
- Lauren L. UlloaHouston
- Elizabeth A. ValentiSan Antonio
- Nicholas C. ValentiSan Antonio
- Thomas A. ValentiSan Antonio
- Blair A. Van BurenFlower Mound
- Dennis L. VennArlington
- Michael A. VerhalenMarshall
- Robert M. WagnerHouston
- Larry WainwrightAllen
- Glenn M. WakeGrand Prairie
- Jerry L. WalkerWeatherford
- Mario D. Walker Sr.Dallas
- David C. WalkupThe Woodlands
- Patrick K. WallaceAddison · Chartered Financial Consultant
- Doyle E. Walters Jr.Aledo
- David F. WareLongview
- Leonard W. Warner Jr.Houston · Chartered Financial Consultant
- Samuel W. WattersOrange · Certified Financial Planner
- Samuel W. Watters Jr.Orange
- Sara L. WattsHouston
- James M. Whaley Jr.Houston · Certified Financial Planner
- Jeffery T. WhelchelAmarillo
- Blake C. WhiteLongview · Certified Financial Planner
- C M. White Jr.Plano
- Caira WhiteDallas · Certified Financial Planner
- Charles S. WhiteArlington · Chartered Financial Consultant
- James A. White Sr.Tyler
- Preston N. WhiteKaty
- John L. WilsonHouston
- Lonny L. WintersAtlanta
- Jacob S. WoodAmarillo
- Josh K. WoodAmarillo
- Stephen K. WoodAmarillo
- Troy L. Wootton Jr.Sugar Land
- Christopher W. WyattDallas
- Clyde W. Wyatt IIIDallas
- Larry F. WynnBoerne
- Nicole WyskupHouston
- Bridget R. YeungSugar Land
- Alexandria P. YohnMarshall
- Sarah M. YoungArlington
- Alisa A. Zelaya-PerezKeene
- Gilbert R. ZepedaPlano
- Matthew R. ZettelTomball
- Carole J. ZlebisHouston
- Zane D. ZybachAmarillo
Osaic Wealth, Inc. advisors in every state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. in other states
California 820New York 619Florida 452Arizona 363Ohio 315Pennsylvania 312Wisconsin 300Minnesota 292Michigan 278Illinois 237New Jersey 225North Carolina 174Massachusetts 153Virginia 153Indiana 148Maryland 143Georgia 139Nebraska 136Tennessee 121Iowa 116Missouri 116Washington 112Colorado 109Kansas 98Connecticut 91Oregon 85South Carolina 71Oklahoma 66Alabama 65Kentucky 61Louisiana 57Utah 56Hawaii 55Montana 44North Dakota 39South Dakota 38Idaho 32New Hampshire 32Delaware 29Rhode Island 23Nevada 21West Virginia 18Mississippi 16Arkansas 15New Mexico 15Alaska 11Wyoming 11Maine 10Vermont 6
Questions
How many Osaic Wealth, Inc. financial advisors are in Texas?
380 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 at the firm nationwide. 81 list the CFP designation and 379 are also registered as broker representatives.
Where in Texas does Osaic Wealth, Inc. have the most advisors?
Houston, with 47, then Dallas (33). Osaic Wealth, Inc. has advisors in 95 cities in Texas.
How do I check a Osaic Wealth, Inc. 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 Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.