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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Grapevine, TX

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

The short answer

87 registered advisors work in Grapevine; the most are at Strategic Advisers LLC (33). 16 list the CFP designation and 73 are also registered broker representatives.

Firms with the most advisors in Grapevine

FirmAdvisors in Grapevine
Strategic Advisers LLC33
Ameriprise Financial Services, LLC news5
Cetera Investment Advisers LLC news5
Edward Jones news5
LPL Financial LLC news4
Flourish Financial Planning3
Raymond James Financial Services Advisors, Inc. news3
Asset Preservation Group Inc.2
Bok Financial Securities, Inc.2
Brexton Family Financial, LLC2
Kestra Advisory Services, LLC news2
State Farm Investment Management Corp.2
9m Investments, LLC1
Aptus Capital Advisors, LLC1
Ascent Capital Partners, LLC1
Box Financial Advisors, LLC1
Edelman Financial Engines news1
First Advisors National, LLC1
Global View Capital Management LLC1
Jasi Financial, Inc.1
John Hancock Investment Management LLC1
Legacy 401k Partners, LLC1
Osaic Wealth, Inc. news1
Prospera Financial Services, Inc.1
Raymond James & Associates, Inc. news1

Advisors in Grapevine, A to Z

CFP advisors in Grapevine →

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 Grapevine, TX?

87 investment adviser representatives are registered at firm offices in Grapevine, Texas, according to the SEC's Investment Adviser Public Disclosure records. 73 of them are also registered as broker representatives, and 16 list the CFP designation.

Which firm has the most financial advisors in Grapevine?

Strategic Advisers LLC, with 33 registered advisors in Grapevine, followed by Ameriprise Financial Services, LLC with 5.

How do I check a financial advisor in Grapevine?

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.