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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lewisville, TX

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

71 registered advisors work in Lewisville; the most are at Strategic Advisers LLC (14). 7 list the CFP designation and 58 are also registered broker representatives.

Firms with the most advisors in Lewisville

FirmAdvisors in Lewisville
Strategic Advisers LLC14
Edward Jones news7
Ally Invest Advisors6
Tiaa-Cref Individual & Institutional Services, LLC6
Ameriprise Financial Services, LLC news5
Bright Wealth Management, LLC5
Osaic Wealth, Inc. news4
Directional Advisors3
State Farm Investment Management Corp.3
Cetera Investment Advisers LLC news2
LPL Financial LLC news2
Merit Financial Advisors2
Bannerman Wealth1
Charles Schwab & Co., Inc. news1
Equitable Advisors, LLC news1
Financial Edge1
Frontstage Financial LLC1
J.P. Morgan Securities LLC news1
Kestra Advisory Services, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Navy Federal Investment Services, LLC1
Raymond James Financial Services Advisors, Inc. news1
Wells Fargo Clearing Services, LLC news1
Zuwa Financial LLC1

Advisors in Lewisville, A to Z

CFP advisors in Lewisville →

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 Lewisville, TX?

71 investment adviser representatives are registered at firm offices in Lewisville, Texas, according to the SEC's Investment Adviser Public Disclosure records. 58 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Lewisville?

Strategic Advisers LLC, with 14 registered advisors in Lewisville, followed by Edward Jones with 7.

How do I check a financial advisor in Lewisville?

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.