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

Directional Advisors financial advisors in Lewisville, TX

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

3 registered advisors work at Directional Advisors in Lewisville, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Directional Advisors advisors in Lewisville, A to Z

Every Directional Advisors advisor →

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

Other firms in Lewisville

All Lewisville advisors →

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

Questions

How many financial advisors does Directional Advisors have in Lewisville?

3 investment adviser representatives are registered at Directional Advisors offices in Lewisville, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Directional Advisors one of the largest advisor employers in Lewisville?

Directional Advisors ranks number 8 in Lewisville by registered advisors; Strategic Advisers LLC has the most, with 14.

How do I check a Directional 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 Directional 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.