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Financial ADVSR advisor directory · SEC adviser records

Innealta Capital financial advisors in Austin, TX

Every SEC-registered investment adviser representative at a Innealta Capital office in Austin, A to Z.

The short answer

3 registered advisors work at Innealta Capital in Austin, out of 3 at the firm nationwide; it ranks number 138 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Innealta Capital advisors in Austin, A to Z

Every Innealta Capital advisor →

Innealta Capital advisors in every city and state →Innealta Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Austin

All Austin advisors →

Kestra Advisory Services, LLC 478Dimensional Fund Advisors LP 236Charles Schwab & Co., Inc. 230Merrill Lynch, Pierce, Fenner & Smith Incorporated 149J.P. Morgan Securities LLC 128LPL Financial LLC 124Morgan Stanley 112Wells Fargo Clearing Services, LLC 11049 Financial 96Strategic Advisers LLC 94Edward Jones 83Hub Investment Partners, LLC 76

Questions

How many financial advisors does Innealta Capital have in Austin?

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

Is Innealta Capital one of the largest advisor employers in Austin?

Innealta Capital ranks number 138 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 478.

How do I check a Innealta Capital 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 Innealta Capital 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.