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
4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Allen, TX

Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Allen, A to Z.

The short answer

3 registered advisors work at Strategic Advisers LLC in Allen, out of 15,454 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Strategic Advisers LLC advisors in Allen, A to Z

Every Strategic Advisers LLC advisor →

Strategic Advisers LLC advisors in every city and state →Strategic Advisers LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Strategic Advisers LLC advisors in other cities

Jacksonville, FL 608Salt Lake City, UT 591Covington, KY 540Merrimack, NH 501Westlake, TX 477Greenwood Village, CO 320Denver, CO 210Durham, NC 201Cincinnati, OH 199Boston, MA 158New York, NY 157Houston, TX 132Fort Worth, TX 125San Diego, CA 112Chicago, IL 105

Other firms in Allen

All Allen advisors →

Edward Jones 14LPL Financial LLC 13Raymond James Financial Services Advisors, Inc. 9Assetbuilder, Inc. 8Thrivent Investment Management Inc. 8Steadtrust 7Ameriprise Financial Services, LLC 6J.P. Morgan Securities LLC 5Osaic Wealth, Inc. 5State Farm Investment Management Corp. 5Act Wealth Management, LLC 4First Choice Financial Planning LLC 4

Questions

How many financial advisors does Strategic Advisers LLC have in Allen?

3 investment adviser representatives are registered at Strategic Advisers LLC offices in Allen, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Strategic Advisers LLC one of the largest advisor employers in Allen?

Strategic Advisers LLC ranks number 15 in Allen by registered advisors; Edward Jones has the most, with 14.

How do I check a Strategic Advisers LLC advisor in Allen?

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 Strategic Advisers LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.