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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lantana, TX

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

The short answer

14 registered advisors work in Lantana; the most are at J.P. Morgan Securities LLC (2). 1 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Lantana

FirmAdvisors in Lantana
J.P. Morgan Securities LLC news2
Strategic Advisers LLC2
Cetera Investment Advisers LLC news1
Cetera Planning Partners news1
Firehorse Strategic Investing, LLC1
Guided Wealth, LLC1
Independent Financial Partners1
Realta Investment Advisors, Inc.1
Stoecker Financial, Inc.1
Taylor Financial Consulting1
Thrivent Investment Management Inc.1
Transamerica Retirement Advisors, LLC1

Advisors in Lantana, A to Z

CFP advisors in Lantana →

Other cities in Texas

All of Texas →

Houston 4,763Dallas 3,908Austin 3,508Plano 3,160San Antonio 1,771Fort Worth 1,645Westlake 1,460Frisco 765The Woodlands 552Southlake 325Sugar Land 309El Paso 251McKinney 226Lubbock 219Katy 218Tyler 199Arlington 197Irving 190Richardson 189Corpus Christi 173Spring 163Amarillo 153Addison 139Allen 139

Questions

How many financial advisors are in Lantana, TX?

14 investment adviser representatives are registered at firm offices in Lantana, Texas, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Lantana?

J.P. Morgan Securities LLC, with 2 registered advisors in Lantana, followed by Strategic Advisers LLC with 2.

How do I check a financial advisor in Lantana?

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.