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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Keller, TX

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

The short answer

70 registered advisors work in Keller; the most are at Strategic Advisers LLC (14). 13 list the CFP designation and 56 are also registered broker representatives.

Firms with the most advisors in Keller

FirmAdvisors in Keller
Strategic Advisers LLC14
Cambridge Investment Research Advisors, Inc. news8
Edward Jones news8
Keener Financial Planning7
State Farm Investment Management Corp.3
Tiaa-Cref Individual & Institutional Services, LLC3
Bluegrass Legacy Planning2
Cetera Investment Advisers LLC news2
Commonwealth Financial Network news2
J.P. Morgan Securities LLC news2
Manteio Capital LLC2
UBS Financial Services Inc. news2
Ally Invest Advisors1
Ameriprise Financial Services, LLC news1
Brookstone Capital Management LLC1
Clearpath Capital Partners LLC1
Ernst & Young Investment Advisers LLP1
Federated Global Investment Management Corp.1
Federated Investment Counseling1
Freeman Global Investment Counsel1
Mdt Advisers, A Division Of Federated Mdta LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Pfs Investments Inc.1
Planmember Securities Corporation1

Advisors in Keller, A to Z

CFP advisors in Keller →

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 Keller, TX?

70 investment adviser representatives are registered at firm offices in Keller, Texas, according to the SEC's Investment Adviser Public Disclosure records. 56 of them are also registered as broker representatives, and 13 list the CFP designation.

Which firm has the most financial advisors in Keller?

Strategic Advisers LLC, with 14 registered advisors in Keller, followed by Cambridge Investment Research Advisors, Inc. with 8.

How do I check a financial advisor in Keller?

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.