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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cypress, TX

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

The short answer

95 registered advisors work in Cypress; the most are at Strategic Advisers LLC (15). 19 list the CFP designation and 72 are also registered broker representatives.

Firms with the most advisors in Cypress

FirmAdvisors in Cypress
Strategic Advisers LLC15
State Farm Investment Management Corp.11
Edward Jones news9
J.P. Morgan Securities LLC news8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news6
Centric Advisors, LLC4
Cetera Investment Advisers LLC news3
Redfish Capital3
Alpha Wealth Strategies, LLC2
Kestra Advisory Services, LLC news2
LPL Financial LLC news2
Next Step Financial Transitions2
Osaic Wealth, Inc. news2
Thrivent Investment Management Inc.2
Wells Fargo Clearing Services, LLC news2
Arkadios Wealth Advisors1
Asset Lift Wealth Management, LLC1
Bankers Life Advisory Services, Inc.1
Cetera Planning Partners news1
Crews Capital Management, LP1
Ernst & Young Investment Advisers LLP1
First Citizens Investor Services, Inc.1
Haven Wealth Group1
Level Four Advisory Services1
MML Investors Services, LLC1

Advisors in Cypress, A to Z

CFP advisors in Cypress →

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 Cypress, TX?

95 investment adviser representatives are registered at firm offices in Cypress, Texas, according to the SEC's Investment Adviser Public Disclosure records. 72 of them are also registered as broker representatives, and 19 list the CFP designation.

Which firm has the most financial advisors in Cypress?

Strategic Advisers LLC, with 15 registered advisors in Cypress, followed by State Farm Investment Management Corp. with 11.

How do I check a financial advisor in Cypress?

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.