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 2026FP 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Ally Invest Advisors financial advisors in Lewisville, TX

Every SEC-registered investment adviser representative at a Ally Invest Advisors office in Lewisville, A to Z.

The short answer

5 registered advisors work at Ally Invest Advisors in Lewisville, out of 71 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Ally Invest Advisors advisors in Lewisville, A to Z

Every Ally Invest Advisors advisor →

Ally Invest Advisors advisors in every city and state →Ally Invest Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ally Invest Advisors advisors in other cities

Charlotte, NC 50Alamogordo, NM 1Albuquerque, NM 1Cincinnati, OH 1Dresher, PA 1Fort Worth, TX 1Greer, SC 1Keller, TX 1Lexington, KY 1Little Rock, AR 1Port Saint Lucie, FL 1Stockbridge, GA 1Summerville, SC 1Sumner, IA 1Weaverville, NC 1

Other firms in Lewisville

All Lewisville advisors →

Strategic Advisers LLC 14Edward Jones 7Tiaa-Cref Individual & Institutional Services, LLC 6Ameriprise Financial Services, LLC 5Bright Wealth Management, LLC 5Osaic Wealth, Inc. 4Directional Advisors 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Ally Invest Advisors have in Lewisville?

5 investment adviser representatives are registered at Ally Invest Advisors offices in Lewisville, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 71 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Ally Invest Advisors one of the largest advisor employers in Lewisville?

Ally Invest Advisors ranks number 3 in Lewisville by registered advisors; Strategic Advisers LLC has the most, with 14.

How do I check a Ally Invest Advisors advisor in Lewisville?

Each advisor below links to a profile with their registrations, exams, designations 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 Ally Invest Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.