Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Cottonwood Capital Advisors financial advisors in Irving, TX

Every SEC-registered investment adviser representative at a Cottonwood Capital Advisors office in Irving, A to Z.

The short answer

4 registered advisors work at Cottonwood Capital Advisors in Irving, out of 5 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Cottonwood Capital Advisors advisors in Irving, A to Z

Every Cottonwood Capital Advisors advisor →

Cottonwood Capital Advisors advisors in every city and state →Cottonwood Capital Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Cottonwood Capital Advisors advisors in other cities

Plano, TX 1

Other firms in Irving

All Irving advisors →

Strategic Advisers LLC 40Goldman Sachs Wealth Services, L.P. 35American Beacon Advisors, Inc. 9United Capital Financial Advisors 9J.P. Morgan Securities LLC 7Mutual Of Omaha Investor Services, Inc. 7Raymond James Financial Services Advisors, Inc. 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 7Edward Jones 6LPL Financial LLC 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 4

Questions

How many financial advisors does Cottonwood Capital Advisors have in Irving?

4 investment adviser representatives are registered at Cottonwood Capital Advisors offices in Irving, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Cottonwood Capital Advisors one of the largest advisor employers in Irving?

Cottonwood Capital Advisors ranks number 12 in Irving by registered advisors; Strategic Advisers LLC has the most, with 40.

How do I check a Cottonwood Capital Advisors advisor in Irving?

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 Cottonwood Capital Advisors 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.