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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Irving, TX

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

193 registered advisors work in Irving; the most are at Strategic Advisers LLC (40). 16 list the CFP designation and 152 are also registered broker representatives.

Firms with the most advisors in Irving

FirmAdvisors in Irving
Strategic Advisers LLC40
Goldman Sachs Wealth Services, L.P. news35
American Beacon Advisors, Inc.9
United Capital Financial Advisors9
J.P. Morgan Securities LLC news7
Mutual Of Omaha Investor Services, Inc.7
Raymond James Financial Services Advisors, Inc. news7
State Farm Investment Management Corp.7
Wells Fargo Clearing Services, LLC news7
Edward Jones news6
LPL Financial LLC news5
Cottonwood Capital Advisors4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Snider Advisors4
Alongside, LLC3
Cetera Investment Advisers LLC news2
Citigroup Global Markets Inc. news2
Creative Planning news2
Gibraltar Capital Management, Inc.2
Kestra Advisory Services, LLC news2
Osaic Wealth, Inc. news2
PNC Wealth Management LLC2
Potential Wealth Management LLC2
Adams Advisory Services, LLC1
Advising For Life, LLC1

Advisors in Irving, A to Z

CFP advisors in Irving →

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 200Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140Georgetown 137

Questions

How many financial advisors are in Irving, TX?

193 investment adviser representatives are registered at firm offices in Irving, Texas, according to the SEC's Investment Adviser Public Disclosure records. 152 of them are also registered as broker representatives, and 16 list the CFP designation.

Which firm has the most financial advisors in Irving?

Strategic Advisers LLC, with 40 registered advisors in Irving, followed by Goldman Sachs Wealth Services, L.P. with 35.

How do I check a financial advisor in Irving?

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.