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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Georgetown, TX

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

The short answer

137 registered advisors work in Georgetown; the most are at Edward Jones (22). 32 list the CFP designation and 107 are also registered broker representatives.

Firms with the most advisors in Georgetown

FirmAdvisors in Georgetown
Edward Jones news22
Wells Fargo Clearing Services, LLC news14
Merrill Lynch, Pierce, Fenner & Smith Incorporated news11
Cetera Investment Advisers LLC news8
Raymond James & Associates, Inc. news7
Strategic Advisers LLC6
Ameriprise Financial Services, LLC news5
Pfs Investments Inc.5
State Farm Investment Management Corp.5
Reap Financial Group, LLC4
Charles Schwab & Co., Inc. news3
Cwm, LLC3
J.P. Morgan Securities LLC news3
Sage Wealth Planning3
Thrivent Investment Management Inc.3
Geneos Wealth Management, Inc.2
Growth Horizons Wealth Management LLC2
Modern Financial Planning2
Osaic Wealth, Inc. news2
Raymond James Financial Services Advisors, Inc. news2
Alphaglider LLC1
Arax Advisory Partners1
Archer Investment Corporation1
Benold Financial Planning1
Cambridge Investment Research Advisors, Inc. news1

Advisors in Georgetown, A to Z

CFP advisors in Georgetown →

Other cities in Texas

All of Texas →

Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140

Questions

How many financial advisors are in Georgetown, TX?

137 investment adviser representatives are registered at firm offices in Georgetown, Texas, according to the SEC's Investment Adviser Public Disclosure records. 107 of them are also registered as broker representatives, and 32 list the CFP designation.

Which firm has the most financial advisors in Georgetown?

Edward Jones, with 22 registered advisors in Georgetown, followed by Wells Fargo Clearing Services, LLC with 14.

How do I check a financial advisor in Georgetown?

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.