Saturday, October 24, 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 2026FP 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Overridge Wealth Advisors financial advisors in Fort Worth, TX

Every SEC-registered investment adviser representative at a Overridge Wealth Advisors office in Fort Worth, A to Z.

The short answer

7 registered advisors work at Overridge Wealth Advisors in Fort Worth, out of 9 at the firm nationwide; it ranks number 31 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Overridge Wealth Advisors advisors in Fort Worth, A to Z

Every Overridge Wealth Advisors advisor →

Overridge Wealth Advisors advisors in every city and state →Overridge Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Overridge Wealth Advisors advisors in other cities

Aledo, TX 1Westlake Village, CA 1

Other firms in Fort Worth

All Fort Worth advisors →

First Command Advisory Services 391Merrill Lynch, Pierce, Fenner & Smith Incorporated 169Strategic Advisers LLC 134Wells Fargo Clearing Services, LLC 117J.P. Morgan Securities LLC 86LPL Financial LLC 45Morgan Stanley 35Ameriprise Financial Services, LLC 33Edward Jones 31Equitable Advisors, LLC 31Luther King Capital Management Corporation 29Raymond James & Associates, Inc. 28

Questions

How many financial advisors does Overridge Wealth Advisors have in Fort Worth?

7 investment adviser representatives are registered at Overridge Wealth Advisors offices in Fort Worth, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Overridge Wealth Advisors one of the largest advisor employers in Fort Worth?

Overridge Wealth Advisors ranks number 31 in Fort Worth by registered advisors; First Command Advisory Services has the most, with 391.

How do I check a Overridge Wealth Advisors advisor in Fort Worth?

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 Overridge Wealth Advisors 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.