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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bee Cave, TX

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

The short answer

46 registered advisors work in Bee Cave; the most are at Wells Fargo Clearing Services, LLC (14). 7 list the CFP designation and 39 are also registered broker representatives.

Firms with the most advisors in Bee Cave

FirmAdvisors in Bee Cave
Wells Fargo Clearing Services, LLC news14
Osaic Wealth, Inc. news7
Charles Schwab & Co., Inc. news6
Whitwell Advisors4
Edward Jones news3
&Partners news2
Wells Fargo Advisors Financial Network, LLC news2
Alliance Private Wealth, LLC1
Arete Wealth Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Ironbridge Wealth Counsel, LLC1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Quillpen Advisors, LLC1
State Farm Investment Management Corp.1
Stonehaven Advisors, LLC1

Advisors in Bee Cave, A to Z

CFP advisors in Bee Cave →

Other cities in Texas

All of Texas →

Houston 4,763Dallas 3,908Austin 3,508Plano 3,160San Antonio 1,771Fort Worth 1,645Westlake 1,460Frisco 765The Woodlands 552Southlake 325Sugar Land 309El Paso 251McKinney 226Lubbock 219Katy 218Tyler 199Arlington 197Irving 190Richardson 189Corpus Christi 173Spring 163Amarillo 153Addison 139Allen 139

Questions

How many financial advisors are in Bee Cave, TX?

46 investment adviser representatives are registered at firm offices in Bee Cave, Texas, according to the SEC's Investment Adviser Public Disclosure records. 39 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Bee Cave?

Wells Fargo Clearing Services, LLC, with 14 registered advisors in Bee Cave, followed by Osaic Wealth, Inc. with 7.

How do I check a financial advisor in Bee Cave?

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.