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Financial ADVSR advisor directory · SEC adviser records

Waverly Advisors, LLC financial advisors in Austin, TX

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

3 registered advisors work at Waverly Advisors, LLC in Austin, out of 220 at the firm nationwide; it ranks number 135 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Waverly Advisors, LLC advisors in Austin, A to Z

Every Waverly Advisors, LLC advisor →

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

Waverly Advisors, LLC advisors in other cities

Birmingham, AL 94Dayton, OH 9Montgomery, AL 8Cincinnati, OH 7Merrillville, IN 7Atlanta, GA 6Baltimore, MD 6Charlotte, NC 6Metairie, LA 6Ridgeland, MS 6Seattle, WA 6Hamilton, OH 5Chicago, IL 4Colorado Springs, CO 4West Barnstable, MA 4

Other firms in Austin

All Austin advisors →

Kestra Advisory Services, LLC 418Dimensional Fund Advisors LP 208Charles Schwab & Co., Inc. 197Merrill Lynch, Pierce, Fenner & Smith Incorporated 137J.P. Morgan Securities LLC 119LPL Financial LLC 117Morgan Stanley 101Wells Fargo Clearing Services, LLC 10049 Financial 91Strategic Advisers LLC 85Edward Jones 72Hub Investment Partners, LLC 68

Questions

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

3 investment adviser representatives are registered at Waverly Advisors, LLC offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

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

Waverly Advisors, LLC ranks number 135 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.

How do I check a Waverly 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 Waverly 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.