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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kyle, TX

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

The short answer

21 registered advisors work in Kyle; the most are at Strategic Advisers LLC (3). 4 list the CFP designation and 16 are also registered broker representatives.

Firms with the most advisors in Kyle

FirmAdvisors in Kyle
Strategic Advisers LLC3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Raymond James Financial Services Advisors, Inc. news2
Simonet Financial Group, LLC2
State Farm Investment Management Corp.2
Barton Financial Group LLC1
Cwm, LLC1
Edelman Financial Engines news1
Edward Jones news1
Empower Advisory Group, LLC1
LPL Financial LLC news1
Momentum Independent Network Inc.1
Mwa Financial Services Inc.1
Steward Partners Investment Advisory, LLC news1
Strategic Financial Concepts, LLC1

Advisors in Kyle, A to Z

CFP advisors in Kyle →

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 Kyle, TX?

21 investment adviser representatives are registered at firm offices in Kyle, Texas, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Kyle?

Strategic Advisers LLC, with 3 registered advisors in Kyle, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.

How do I check a financial advisor in Kyle?

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.