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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Frisco, TX

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

758 registered advisors work in Frisco; the most are at Tiaa-Cref Individual & Institutional Services, LLC (167). 57 list the CFP designation and 578 are also registered broker representatives.

Firms with the most advisors in Frisco

FirmAdvisors in Frisco
Tiaa-Cref Individual & Institutional Services, LLC167
Merrill Lynch, Pierce, Fenner & Smith Incorporated news111
Cain, Watters & Associates, LLC60
Wells Fargo Clearing Services, LLC news60
RBC Capital Markets, LLC news28
Eagle Strategies LLC26
Edward Jones news21
Raymond James & Associates, Inc. news21
LPL Financial LLC news19
Strategic Advisers LLC15
J.P. Morgan Securities LLC news13
Quadcap Wealth Management, LLC13
Charles Schwab & Co., Inc. news11
Stifel, Nicolaus & Company, Incorporated news11
Ameriprise Financial Services, LLC news8
Black Knight Wealth Management, LLC8
Cetera Investment Advisers LLC news7
State Farm Investment Management Corp.7
Cambridge Investment Research Advisors, Inc. news6
Eagle Financial Advisors, LLC6
Sagespring Wealth Partners6
Wells Fargo Advisors Financial Network, LLC news5
Consilium Wealth Advisory, LLC4
Corient news4
McClure Capital Advisors, Inc.4

Advisors in Frisco, A to Z (first 300 of 758)

CFP advisors in Frisco →

Other cities in Texas

All of Texas →

Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140Georgetown 137

Questions

How many financial advisors are in Frisco, TX?

758 investment adviser representatives are registered at firm offices in Frisco, Texas, according to the SEC's Investment Adviser Public Disclosure records. 578 of them are also registered as broker representatives, and 57 list the CFP designation.

Which firm has the most financial advisors in Frisco?

Tiaa-Cref Individual & Institutional Services, LLC, with 167 registered advisors in Frisco, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 111.

How do I check a financial advisor in Frisco?

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.