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Financial ADVSR advisor directory · SEC adviser records

Root Financial Partners financial advisors

Every SEC-registered investment adviser representative at Root Financial Partners, by the state and city of the office they work from.

56 registered advisors work at Root Financial Partners, in 17 states and 22 cities; the most are in Austin, TX (32). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Root Financial Partners advisor by name →Root Financial Partners: assets, clients and custodians →

Cities with the most Root Financial Partners advisors

Austin, TX 32Centennial, CO 2Denver, CO 2San Diego, CA 2Albuquerque, NM 1Columbus, OH 1Dayton, OH 1Englewood, CO 1Greenville, SC 1Hays, KS 1Indianapolis, IN 1Knoxville, TN 1Los Angeles, CA 1Middletown, DE 1Naperville, IL 1New Portland, ME 1Palm Bay, FL 1Peachtree City, GA 1Phoenix, AZ 1Seattle, WA 1White Plains, NY 1Whittier, CA 1

Root Financial Partners advisors by state

Root Financial Partners in Texas 32

Austin 32

Root Financial Partners in Colorado 5

Centennial 2Denver 2Englewood 1

Root Financial Partners in California 4

San Diego 2Los Angeles 1Whittier 1

Root Financial Partners in Ohio 2

Columbus 1Dayton 1

Root Financial Partners in Arizona 1

Phoenix 1

Root Financial Partners in Delaware 1

Middletown 1

Root Financial Partners in Florida 1

Palm Bay 1

Root Financial Partners in Georgia 1

Peachtree City 1

Root Financial Partners in Illinois 1

Naperville 1

Root Financial Partners in Indiana 1

Indianapolis 1

Root Financial Partners in Kansas 1

Hays 1

Root Financial Partners in Maine 1

New Portland 1

Root Financial Partners in New Mexico 1

Albuquerque 1

Root Financial Partners in New York 1

White Plains 1

Root Financial Partners in South Carolina 1

Greenville 1

Root Financial Partners in Tennessee 1

Knoxville 1

Root Financial Partners in Washington 1

Seattle 1

Questions

How many financial advisors does Root Financial Partners have?

56 investment adviser representatives are registered with Root Financial Partners, according to the SEC's Investment Adviser Public Disclosure records, in 17 states and 22 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Root Financial Partners have the most advisors?

Austin, TX, with 32 registered advisors, then Centennial, CO (2). By state, Texas has the most, with 32.

How do I find a Root Financial Partners financial advisor near me?

Pick your state below, then your city, to see every Root Financial Partners 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 Root Financial Partners 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 →