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

Peak American Investment Advisors, Inc. financial advisors

Every SEC-registered investment adviser representative at Peak American Investment Advisors, Inc., by the state and city of the office they work from.

The short answer

15 registered advisors work at Peak American Investment Advisors, Inc., in 2 states and 4 cities; the most are in Plano, TX (12). 1 list the CFP designation and 0 are also registered broker representatives.

Search every Peak American Investment Advisors, Inc. advisor by name →Who joined and left Peak American Investment Advisors, Inc. →Peak American Investment Advisors, Inc.: assets, clients and custodians →

Cities with the most Peak American Investment Advisors, Inc. advisors

Plano, TX 12Fullerton, CA 1Grand Prairie, TX 1Rancho Cordova, CA 1

Peak American Investment Advisors, Inc. advisors by state

Peak American Investment Advisors, Inc. in Texas 13

Plano 12Grand Prairie 1

Peak American Investment Advisors, Inc. in California 2

Fullerton 1Rancho Cordova 1

Questions

How many financial advisors does Peak American Investment Advisors, Inc. have?

15 investment adviser representatives are registered with Peak American Investment Advisors, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 4 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Peak American Investment Advisors, Inc. have the most advisors?

Plano, TX, with 12 registered advisors, then Fullerton, CA (1). By state, Texas has the most, with 13.

How do I find a Peak American Investment Advisors, Inc. financial advisor near me?

Pick your state below, then your city, to see every Peak American Investment Advisors, Inc. 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 Peak American Investment Advisors, Inc. 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 →