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
RB 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Bearing Financial Advisors, LLC financial advisors in Austin, TX

Every SEC-registered investment adviser representative at a Bearing Financial Advisors, LLC office in Austin, A to Z.

The short answer

3 registered advisors work at Bearing Financial Advisors, LLC in Austin, out of 3 at the firm nationwide; it ranks number 118 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Bearing Financial Advisors, LLC advisors in Austin, A to Z

Every Bearing Financial Advisors, LLC advisor →

Bearing Financial Advisors, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Austin

All Austin advisors →

Kestra Advisory Services, LLC 417Dimensional Fund Advisors LP 210Charles Schwab & Co., Inc. 203Merrill Lynch, Pierce, Fenner & Smith Incorporated 125J.P. Morgan Securities LLC 118LPL Financial LLC 112Morgan Stanley 10449 Financial 99Wells Fargo Clearing Services, LLC 97Strategic Advisers LLC 86Edward Jones 72Kestra Private Wealth Services, LLC 69

Questions

How many financial advisors does Bearing Financial Advisors, LLC have in Austin?

3 investment adviser representatives are registered at Bearing Financial Advisors, LLC offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Bearing Financial Advisors, LLC one of the largest advisor employers in Austin?

Bearing Financial Advisors, LLC ranks number 118 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 417.

How do I check a Bearing Financial Advisors, LLC advisor in Austin?

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 Bearing Financial Advisors, 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.