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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bay City, TX

Every SEC-registered investment adviser representative at a firm office in Bay City, with the firms that employ the most of them.

8 registered advisors work in Bay City; the most are at Trilogy Wealth Management, LLC (3). 4 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Bay City

FirmAdvisors in Bay City
Trilogy Wealth Management, LLC3
Edward Jones news2
State Farm Investment Management Corp.1
UBS Financial Services Inc. news1
Westpark Wealth Advisors, Inc.1

Advisors in Bay City, A to Z

CFP advisors in Bay City →

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 157Amarillo 150Addison 148Allen 140

Questions

How many financial advisors are in Bay City, TX?

8 investment adviser representatives are registered at firm offices in Bay City, Texas, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Bay City?

Trilogy Wealth Management, LLC, with 3 registered advisors in Bay City, followed by Edward Jones with 2.

How do I check a financial advisor in Bay City?

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.