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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in College Station, TX

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

118 registered advisors work in College Station; the most are at Edward Jones (14). 0 list the CFP designation and 77 are also registered broker representatives.

Firms with the most advisors in College Station

FirmAdvisors in College Station
Edward Jones news14
Merrill Lynch, Pierce, Fenner & Smith Incorporated news14
Paragon Financial Advisors12
Smith & Wyatt7
UBS Financial Services Inc. news7
Sanctuary Advisors, LLC6
Tdc Capital Advisors, Inc.5
Briaud Financial Advisors4
Ofg Financial Services, Inc.4
Cambridge Investment Research Advisors, Inc. news3
Charles Schwab & Co., Inc. news3
LPL Financial LLC news3
Morgan Stanley news3
Voya Financial Advisors, Inc.3
J.P. Morgan Securities LLC news2
PNC Wealth Management LLC2
Raymond James Financial Services Advisors, Inc. news2
Rfg Advisory, LLC2
Traditions Wealth Advisors, LLC.2
Waterloo Capital2
Capital Analysts1
Cgm Investment Management1
Creativeone Wealth, LLC1
Destiny Capital Corporation1
Equitable Advisors, LLC news1

Advisors in College Station, A to Z

Search all of Texas →

Other cities in Texas

All of Texas →

Houston 5,014Dallas 4,082Austin 3,691Plano 3,256San Antonio 1,899Fort Worth 1,700Westlake 1,495Frisco 804The Woodlands 588Southlake 343Sugar Land 331El Paso 266McKinney 241Lubbock 233Katy 225Tyler 219Arlington 207Irving 198Richardson 193Corpus Christi 186Spring 171Amarillo 165Addison 147Allen 147

Questions

How many financial advisors are in College Station, TX?

118 investment adviser representatives are registered at firm offices in College Station, Texas, according to the SEC's Investment Adviser Public Disclosure records. 77 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in College Station?

Edward Jones, with 14 registered advisors in College Station, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 14.

How do I check a financial advisor in College Station?

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.