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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cedar Park, TX

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

The short answer

94 registered advisors work in Cedar Park; the most are at Edward Jones (9). 20 list the CFP designation and 52 are also registered broker representatives.

Firms with the most advisors in Cedar Park

FirmAdvisors in Cedar Park
Edward Jones news9
Boyce & Associates Wealth Consulting, Inc.8
Ironoak Wealth6
Cambridge Investment Research Advisors, Inc. news5
Empower Wealth Management5
Thrivent Investment Management Inc.5
Wells Fargo Clearing Services, LLC news5
J.P. Morgan Securities LLC news4
Strategic Advisers LLC3
LPL Financial LLC news2
Larson Financial Advisors2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Mwa Financial Services Inc.2
State Farm Investment Management Corp.2
Tlg Advisors, Inc.2
Ameritas Advisory Services, LLC1
Arslan Capital Management LLC1
Calton & Associates, Inc.1
Capital Client Group, Inc.1
Cetera Investment Advisers LLC news1
Empower Advisory Group, LLC1
Financial Management Network Inc.1
Fisher Investments news1
Freedom Day Wealth Management LLC1
Helios Financial Services, LLC1

Advisors in Cedar Park, A to Z

CFP advisors in Cedar Park →

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 Cedar Park, TX?

94 investment adviser representatives are registered at firm offices in Cedar Park, Texas, according to the SEC's Investment Adviser Public Disclosure records. 52 of them are also registered as broker representatives, and 20 list the CFP designation.

Which firm has the most financial advisors in Cedar Park?

Edward Jones, with 9 registered advisors in Cedar Park, followed by Boyce & Associates Wealth Consulting, Inc. with 8.

How do I check a financial advisor in Cedar Park?

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.