Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Amarillo, TX
Every SEC-registered investment adviser representative at a firm office in Amarillo, with the firms that employ the most of them.
150 registered advisors work in Amarillo; the most are at Edward Jones (27). 23 list the CFP designation and 128 are also registered broker representatives.
Firms with the most advisors in Amarillo
Advisors in Amarillo, A to Z
CFP advisors in Amarillo →- Charlotte A. AdamsMoney Methods, Inc.
- James W. AdamsAdams Wealth Management
- Justin W. AdamsAmeriprise Financial Services, LLC
- Matthew B. AdamsMoney Methods, Inc.
- Douglas K. AllenRaymond James Financial Services Advisors, Inc.
- Jay D. AngottiLPL Financial LLC · Certified Financial Planner
- Michael D. ArpKestra Advisory Services, LLC
- Larry B. BaileyLPL Financial LLC
- James E. Baker Jr.Northwestern Mutual Investment Services, LLC
- Jeffrey M. BaraState Farm Investment Management Corp.
- David M. BarrowEdward Jones
- April J. BatesLPL Financial LLC
- Justin W. BatesLPL Financial LLC
- Marcus S. BellarEdward Jones
- Kross BlackwellMariner
- Kendall BoazEdward Jones
- Adam B. BonnerIndependent Financial Group, LLC · Certified Financial Planner
- John E. BoydDominion Portfolio Management, Inc.
- Whitney BrantleyEdward Jones · Certified Financial Planner
- Brant S. BristerRaymond James Financial Services Advisors, Inc.
- Dale E. BucknerTcp Asset Management, LLC · Certified Financial Planner
- Jon B. BurnettLPL Financial LLC
- Rene ButcherEdward Jones · Certified Financial Planner
- Derrick J. CaldwellHoyl Wealth Management, LLC
- Hayden P. CampseyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew J. Carroll IVAmeriprise Financial Services, LLC
- Jeffrey T. ChadoOsaic Wealth, Inc.
- Delynn P. ChidesterMorgan Stanley
- John C. ClemensRaymond James Financial Services Advisors, Inc.
- Meredith A. CobbMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Abigail A. CoffeeLPL Financial LLC
- Ryan R. CollinsOsaic Wealth, Inc.
- Paula J. CorneliusMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven S. CoxMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles G. CunninghamOsaic Wealth, Inc.
- Dana R. CurtisEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jimmy D. CurtisLeo Wealth, LLC · Chartered Financial Consultant
- Brenda K. DavisRaymond James Financial Services Advisors, Inc.
- Ashby D. DawsonKingsview Wealth Management, LLC · Certified Financial Planner
- John D. DawsonState Farm Investment Management Corp. · Chartered Financial Consultant
- Scott R. DickersonOsaic Wealth, Inc.
- Regina G. DingaMorgan Stanley
- Sharon G. DoggettThrivent Investment Management Inc.
- Garrett G. EgglestonEdward Jones
- Justin R. EhleCwm, LLC · Certified Financial Planner
- Gregory G. FarberAmeriprise Financial Services, LLC
- Meredith L. FielderEdward Jones
- Alex FierroToro Bravo Investment Advisors, LLC
- Philip A. FilsoufMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert C. FranksState Farm Investment Management Corp.
- Brian K. GibbsState Farm Investment Management Corp.
- Victor B. GlennCetera Investment Advisers LLC
- John M. GoenEdward Jones · Certified Financial Planner
- Jimmie K. GoldenLPL Financial LLC
- Jay D. GrahamAcrylic Financial, Inc.
- Taylor R. GravesLPL Financial LLC · Certified Financial Planner
- Carson GreathouseCwm, LLC
- Johanna K. GuzmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Collin W. HallEdward Jones · Certified Financial Planner
- Ryan V. HallEdward Jones
- Laura S. HamiltonEquity Services, Inc.
- Matthew S. HarkinsRaymond James Financial Services Advisors, Inc.
- Miles HarrisMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kirk H. HaworthCetera Investment Advisers LLC · Chartered Financial Consultant
- Shawn J. HaworthCetera Investment Advisers LLC
- Zachary HaydonEdward Jones
- Cara HendricksAmeriprise Financial Services, LLC
- Lona L. HillEdward Jones
- Ralanda S. HollarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Zachary HopkinsAmeriprise Financial Services, LLC
- Daniel R. HoukLPL Financial LLC
- Jason D. HudsonEdward Jones
- Jessica D. HunnicuttCwm, LLC
- Gregory R. HuntleyEdward Jones
- Madison N. JohnstonMorgan Stanley
- Charles B. KitsmanKitsman Investment Management
- Kimberly A. KjerstadMML Investors Services, LLC
- Jamie LairdEdward Jones
- Larry D. LaughterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patrick V. LoveladyHilltop Securities Inc.
- Stephen MartinezEdward Jones
- Jana L. McCraryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard E. McElreathSpring Capital Management
- Andrew McGeeEdward Jones · Certified Financial Planner
- Holly J. McGlassonMariner · Certified Financial Planner
- Gabriel C. McMennamySoulence Wealth Management
- Haley R. MillerRaymond James Financial Services Advisors, Inc.
- Jesse C. MillerRaymond James Financial Services Advisors, Inc.
- Michael J. MillerGwn Securities Inc. · Certified Financial Planner
- Kent D. MitchellWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Gary P. MooreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Johnny I. MooreOsaic Wealth, Inc.
- Jesse D. MurphyCwm, LLC · Certified Financial Planner
- Nathan W. MurphyCwm, LLC · Certified Financial Planner
- Carmella D. NodineOsaic Wealth, Inc. · Certified Financial Planner
- Kristian T. OrmsonEdward Jones
- Kate M. PachecoAsk Capital Investment Managers
- Jayden T. ParkerAllstate Financial Advisors, LLC · Certified Financial Planner
- Kevin J. PattersonPatterson Strategic Equity LLC
- Joseph B. Peterson Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
- Madison C. PlumleyRaymond James Financial Services Advisors, Inc.
- John M. PolleyMorgan Stanley
- Noah J. QuintanillaEagle Strategies LLC
- Robert P. RathbunSpring Capital Management
- Dena K. Rattan PoolAmeriprise Financial Services, LLC
- Margala ReinboldMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel E. RichburgEdward Jones
- Garrett RobinsonHilltop Securities Inc.
- Blair H. RogersMML Investors Services, LLC
- Teresa A. RoopTcp Asset Management, LLC
- Matthew Z. RoseKestra Advisory Services, LLC
- Summer N. RudderLPL Financial LLC
- Samuel S. SaiedMwa Financial Services Inc.
- Hondo SchaefferEdward Jones
- Brady P. SchenkBlue Horizon Investments LLC
- Katie A. SchwartzEdward Jones
- William E. SchwartzEdward Jones
- Brock W. SherwoodEquitable Advisors, LLC
- Thomas E. SimmsCetera Investment Advisers LLC
- Dwaina L. SixAmeriprise Financial Services, LLC · Certified Financial Planner
- Lori L. SlaughterMillennial Wealth Management, LLC
- Austin C. SmithCambridge Investment Research Advisors, Inc.
- Charles D. Smith Jr.Cambridge Investment Research Advisors, Inc.
- Daniel W. SmithWells Fargo Clearing Services, LLC
- Debbie J. SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jamie M. SmithState Farm Investment Management Corp.
- Bradley J. SteppMML Investors Services, LLC
- Steve K. SterlingLPL Financial LLC
- Jeffrey S. StewartMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sunny F. StricklandCetera Investment Advisers LLC
- James R. ThompsonLPL Financial LLC
- Marwan ToumaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Chance M. TraftonKestra Advisory Services, LLC
- Julio TudonJ.P. Morgan Securities LLC
- Gary J. Van BakelAmeriprise Financial Services, LLC
- Jason K. VelkyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Therese C. WaltersLPL Financial LLC
- Regan D. WelchEdward Jones
- Jeffery T. WhelchelOsaic Wealth, Inc.
- Douglas M. WhiteRaymond James Financial Services Advisors, Inc.
- Sara WilliamsEdward Jones
- Catherine S. WilsonCetera Investment Advisers LLC · Certified Financial Planner
- Velrick O. WilsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eldon R. WingoEdward Jones
- Jacob S. WoodOsaic Wealth, Inc.
- Josh K. WoodOsaic Wealth, Inc.
- Stephen K. WoodOsaic Wealth, Inc.
- Hunter D. WrightTriad Wealth Partners, LLC
- Sean R. YorkMorgan Stanley
- Zane D. ZybachOsaic Wealth, Inc.
Other cities in Texas
All of Texas →Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Addison 148Allen 140Georgetown 137
Questions
How many financial advisors are in Amarillo, TX?
150 investment adviser representatives are registered at firm offices in Amarillo, Texas, according to the SEC's Investment Adviser Public Disclosure records. 128 of them are also registered as broker representatives, and 23 list the CFP designation.
Which firm has the most financial advisors in Amarillo?
Edward Jones, with 27 registered advisors in Amarillo, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 16.
How do I check a financial advisor in Amarillo?
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.