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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Aledo, TX

Every SEC-registered investment adviser representative at a firm office in Aledo, with the firms that employ the most of them.

The short answer

21 registered advisors work in Aledo; the most are at Edward Jones (2). 1 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Aledo

FirmAdvisors in Aledo
Edward Jones news2
First Command Advisory Services2
Frontier Financial Partners, LLC2
Raymond James Financial Services Advisors, Inc. news2
Advisor Resource Council1
Ameritas Advisory Services, LLC1
Cetera Investment Advisers LLC news1
Dutton Financial Planning, LLC1
G.P. Leach Securities LLC1
Harvest Capital Management1
Kestra Advisory Services, LLC news1
LPL Financial LLC news1
MML Investors Services, LLC1
Navy Federal Investment Services, LLC1
Osaic Wealth, Inc. news1
Overridge Wealth Advisors1
Strategic Advisers LLC1

Advisors in Aledo, A to Z

CFP advisors in Aledo →

Other cities in Texas

All of Texas →

Houston 4,763Dallas 3,908Austin 3,508Plano 3,160San Antonio 1,771Fort Worth 1,645Westlake 1,460Frisco 765The Woodlands 552Southlake 325Sugar Land 309El Paso 251McKinney 226Lubbock 219Katy 218Tyler 199Arlington 197Irving 190Richardson 189Corpus Christi 173Spring 163Amarillo 153Addison 139Allen 139

Questions

How many financial advisors are in Aledo, TX?

21 investment adviser representatives are registered at firm offices in Aledo, Texas, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Aledo?

Edward Jones, with 2 registered advisors in Aledo, followed by First Command Advisory Services with 2.

How do I check a financial advisor in Aledo?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.