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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Allen, TX

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

The short answer

140 registered advisors work in Allen; the most are at Edward Jones (13). 29 list the CFP designation and 92 are also registered broker representatives.

Firms with the most advisors in Allen

FirmAdvisors in Allen
Edward Jones news13
LPL Financial LLC news13
Raymond James Financial Services Advisors, Inc. news9
Assetbuilder, Inc.8
Thrivent Investment Management Inc.8
Ameriprise Financial Services, LLC news7
Steadtrust6
J.P. Morgan Securities LLC news5
Osaic Wealth, Inc. news5
Pfs Investments Inc.5
State Farm Investment Management Corp.5
Act Wealth Management, LLC4
First Choice Financial Planning LLC4
Strategic Advisers LLC4
Ameritas Advisory Services, LLC2
Cetera Investment Advisers LLC news2
Meridian Wealth Management, LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
New Dimensions Wealth Management, L.L.C.2
Revere Asset2
Royal Fund Management, LLC2
Spc2
Wells Fargo Clearing Services, LLC news2
Advisor Resource Council1
Alongside, LLC1

Advisors in Allen, A to Z

CFP advisors in Allen →

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 139Georgetown 131

Questions

How many financial advisors are in Allen, TX?

140 investment adviser representatives are registered at firm offices in Allen, Texas, according to the SEC's Investment Adviser Public Disclosure records. 92 of them are also registered as broker representatives, and 29 list the CFP designation.

Which firm has the most financial advisors in Allen?

Edward Jones, with 13 registered advisors in Allen, followed by LPL Financial LLC with 13.

How do I check a financial advisor in Allen?

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.