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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lakeway, TX

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

63 registered advisors work in Lakeway; the most are at Financial Gravity Family Office Services, LLC (15). 0 list the CFP designation and 32 are also registered broker representatives.

Firms with the most advisors in Lakeway

FirmAdvisors in Lakeway
Financial Gravity Family Office Services, LLC15
Edward Jones news7
LPL Financial LLC news7
Coyle Capital, LLC5
Wells Fargo Clearing Services, LLC news4
J.P. Morgan Securities LLC news3
Texas Asset Management3
Cetera Investment Advisers LLC news2
Hamilton Financial Planning LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Town Lake Capital Management2
Blackrock Investment Management, LLC1
Cambridge Investment Research Advisors, Inc. news1
Desmo Wealth Advisors, LLC1
Emerging Oaks Capital LLC1
Flagship Harbor Advisors, LLC1
MML Investors Services, LLC1
Osaic Wealth, Inc. news1
PNC Wealth Management LLC1
Rincon Wealth Management1
Signal Securities, Inc.1
Wedmont Private Capital1

Advisors in Lakeway, A to Z

Search all of Texas →

Other cities in Texas

All of Texas →

Houston 5,014Dallas 4,082Austin 3,691Plano 3,256San Antonio 1,899Fort Worth 1,700Westlake 1,495Frisco 804The Woodlands 588Southlake 343Sugar Land 331El Paso 266McKinney 241Lubbock 233Katy 225Tyler 219Arlington 207Irving 198Richardson 193Corpus Christi 186Spring 171Amarillo 165Addison 147Allen 147

Questions

How many financial advisors are in Lakeway, TX?

63 investment adviser representatives are registered at firm offices in Lakeway, Texas, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lakeway?

Financial Gravity Family Office Services, LLC, with 15 registered advisors in Lakeway, followed by Edward Jones with 7.

How do I check a financial advisor in Lakeway?

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.