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

Financial advisors in McAllen, TX

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

The short answer

117 registered advisors work in McAllen; the most are at LPL Financial LLC (24). 15 list the CFP designation and 105 are also registered broker representatives.

Firms with the most advisors in McAllen

FirmAdvisors in McAllen
LPL Financial LLC news24
Merrill Lynch, Pierce, Fenner & Smith Incorporated news19
Edward Jones news8
Sanctuary Advisors, LLC8
UBS Financial Services Inc. news8
Ameriprise Financial Services, LLC news6
J.P. Morgan Securities LLC news5
Stifel, Nicolaus & Company, Incorporated news4
Cetera Investment Advisers LLC news3
Raymond James Financial Services Advisors, Inc. news3
Walter J. Reyna, Inc.3
Wells Fargo Clearing Services, LLC news3
Dynamic2
Endurance Financial Planning, LLC2
State Farm Investment Management Corp.2
Amicus Financial Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Eagle Strategies LLC1
Frost Investment Services1
Geneos Wealth Management, Inc.1
Idylian Capital1
Inspire Wealth Advisory LLC1
MML Investors Services, LLC1
Money Concepts Capital Corp.1
Mutual Of Omaha Investor Services, Inc.1

Advisors in McAllen, A to Z

CFP advisors in McAllen →

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 McAllen, TX?

117 investment adviser representatives are registered at firm offices in McAllen, Texas, according to the SEC's Investment Adviser Public Disclosure records. 105 of them are also registered as broker representatives, and 15 list the CFP designation.

Which firm has the most financial advisors in McAllen?

LPL Financial LLC, with 24 registered advisors in McAllen, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 19.

How do I check a financial advisor in McAllen?

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.