Financial ADVSR advisor directory · SEC adviser records
Root Financial Partners financial advisors in Austin, TX
Every SEC-registered investment adviser representative at a Root Financial Partners office in Austin, A to Z.
25 registered advisors work at Root Financial Partners in Austin, out of 56 at the firm nationwide; it ranks number 24 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Root Financial Partners advisors in Austin, A to Z
Every Root Financial Partners advisor →- Levi H. AndersonCertified Financial Planner
- Brian BarbeeCertified Financial Planner
- Cory D. BeamCertified Financial Planner
- Chase M. BennettCertified Financial Planner
- Cassie L. BorenCertified Financial Planner
- Jacob BoyerInvestment adviser rep
- Trevor E. BuggsCertified Financial Planner
- Robert S. BurkholderCertified Financial Planner
- James M. ConoleCertified Financial Planner
- Chelsea L. EnglishCertified Financial Planner
- Hope O. FryCertified Financial Planner
- Erica N. GrundzaCertified Financial Planner
- Derek F. HagenCertified Financial Planner, Chartered Financial Analyst
- Jonathan J. LesterCertified Financial Planner
- Justin ObrienInvestment adviser rep
- Brooks H. PalmerCertified Financial Planner
- Kenzie L. PassinoInvestment adviser rep
- Brennen RamosCertified Financial Planner
- Christopher J. RiboliCertified Financial Planner
- Eden E. RossCertified Financial Planner
- Naomi M. RoyCertified Financial Planner
- Daniel R. SchererCertified Financial Planner
- Susanna M. Van RooyenInvestment adviser rep
- Caleb J. VeringCertified Financial Planner
- Kathleen J. VillegasCertified Financial Planner
Root Financial Partners advisors in every city and state →Root Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Root Financial Partners advisors in other cities
Centennial, CO 2Chicago, IL 2Knoxville, TN 2Los Angeles, CA 2Albuquerque, NM 1Cameron Park,, CA 1Cincinnati, OH 1Dayton, OH 1Denver, CO 1Englewood, CO 1Greensboro, NC 1Greenville, SC 1Hays, KS 1Littleton, CO 1Louisville, KY 1
Other firms in Austin
All Austin advisors →Kestra Advisory Services, LLC 452Dimensional Fund Advisors LP 221Charles Schwab & Co., Inc. 208Merrill Lynch, Pierce, Fenner & Smith Incorporated 129J.P. Morgan Securities LLC 118LPL Financial LLC 116Morgan Stanley 11049 Financial 99Wells Fargo Clearing Services, LLC 99Strategic Advisers LLC 89Edward Jones 77Kestra Private Wealth Services, LLC 77
Questions
How many financial advisors does Root Financial Partners have in Austin?
25 investment adviser representatives are registered at Root Financial Partners offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 56 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Root Financial Partners one of the largest advisor employers in Austin?
Root Financial Partners ranks number 24 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 452.
How do I check a Root Financial Partners 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 Root Financial Partners 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.