Financial ADVSR advisor directory · SEC adviser records
Icon Wealth Partners financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Icon Wealth Partners office in Houston, A to Z.
18 registered advisors work at Icon Wealth Partners in Houston, out of 18 at the firm nationwide; it ranks number 50 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.
Icon Wealth Partners advisors in Houston, A to Z
Every Icon Wealth Partners advisor →- Kyle R. BruchmillerInvestment adviser rep
- Michael J. CreganInvestment adviser rep
- Maria P. De Lima VelezInvestment adviser rep
- Patrick S. IncertoInvestment adviser rep
- Mark B. McAdamsInvestment adviser rep
- Rachel C. McCollInvestment adviser rep
- Brooks H. McGeeInvestment adviser rep
- Allison K. McKibbonAlso a broker rep
- Ricardo MihalyCertified Financial Planner · Also a broker rep
- Jennifer M. MooreAlso a broker rep
- Steven M. NovotnyCertified Financial Planner
- Brando Palazzo-GiorgioInvestment adviser rep
- James A. PavlikInvestment adviser rep
- Blake A. PratzAlso a broker rep
- Daniel R. SchmiederCertified Financial Planner · Also a broker rep
- Stephen T. SchwarzbachInvestment adviser rep
- John C. TaylorInvestment adviser rep
- Jack W. WiesenAlso a broker rep
Icon Wealth Partners advisors in every city and state →Icon Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Icon Wealth Partners have in Houston?
18 investment adviser representatives are registered at Icon Wealth Partners offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Is Icon Wealth Partners one of the largest advisor employers in Houston?
Icon Wealth Partners ranks number 50 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Icon Wealth Partners advisor in Houston?
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 Icon Wealth Partners 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.