Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Stonewater Wealth Management, Inc. financial advisors in Corpus Christi, TX

Every SEC-registered investment adviser representative at a Stonewater Wealth Management, Inc. office in Corpus Christi, A to Z.

The short answer

5 registered advisors work at Stonewater Wealth Management, Inc. in Corpus Christi, out of 6 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Stonewater Wealth Management, Inc. advisors in Corpus Christi, A to Z

Every Stonewater Wealth Management, Inc. advisor →

Stonewater Wealth Management, Inc. advisors in every city and state →Advisor Moves: who changed firms this week →

Stonewater Wealth Management, Inc. advisors in other cities

Kingsland, TX 1

Other firms in Corpus Christi

All Corpus Christi advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 26Edward Jones 19LPL Financial LLC 16Wells Fargo Clearing Services, LLC 12Cambridge Investment Research Advisors, Inc. 9Cetera Investment Advisers LLC 9Raymond James Financial Services Advisors, Inc. 8Equitable Advisors, LLC 7UBS Financial Services Inc. 7Ameriprise Financial Services, LLC 5State Farm Investment Management Corp. 4Stifel, Nicolaus & Company, Incorporated 4

Questions

How many financial advisors does Stonewater Wealth Management, Inc. have in Corpus Christi?

5 investment adviser representatives are registered at Stonewater Wealth Management, Inc. offices in Corpus Christi, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Stonewater Wealth Management, Inc. one of the largest advisor employers in Corpus Christi?

Stonewater Wealth Management, Inc. ranks number 11 in Corpus Christi by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 26.

How do I check a Stonewater Wealth Management, Inc. advisor in Corpus Christi?

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 Stonewater Wealth Management, Inc. 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.