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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in McKinney, TX

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

241 registered advisors work in McKinney; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (33). 0 list the CFP designation and 179 are also registered broker representatives.

Firms with the most advisors in McKinney

FirmAdvisors in McKinney
Merrill Lynch, Pierce, Fenner & Smith Incorporated news33
LPL Financial LLC news25
Edward Jones news24
State Farm Investment Management Corp.14
J.P. Morgan Securities LLC news10
Strategic Advisers LLC9
Ameriprise Financial Services, LLC news8
Cetera Investment Advisers LLC news7
Corus Family Wealth Advisors, Inc.7
Tiaa-Cref Individual & Institutional Services, LLC7
Charles Schwab & Co., Inc. news6
Eversource Wealth Advisors, LLC4
Wells Fargo Clearing Services, LLC news4
Align Financial Advisors, LLC3
Kestra Advisory Services, LLC news3
Legacy Folios3
Nashional Investments3
Osaic Wealth, Inc. news3
Succession Financial, Inc.3
Cambridge Investment Research Advisors, Inc. news2
Equitable Advisors, LLC news2
Fowler Financial Management2
Kopion Asset Management, LLC2
MML Investors Services, LLC2
Morgan Stanley news2

Advisors in McKinney, A to Z

Search all of Texas →

Other cities in Texas

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Houston 5,014Dallas 4,082Austin 3,691Plano 3,256San Antonio 1,899Fort Worth 1,700Westlake 1,495Frisco 804The Woodlands 588Southlake 343Sugar Land 331El Paso 266Lubbock 233Katy 225Tyler 219Arlington 207Irving 198Richardson 193Corpus Christi 186Spring 171Amarillo 165Addison 147Allen 147Georgetown 136

Questions

How many financial advisors are in McKinney, TX?

241 investment adviser representatives are registered at firm offices in McKinney, Texas, according to the SEC's Investment Adviser Public Disclosure records. 179 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in McKinney?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 33 registered advisors in McKinney, followed by LPL Financial LLC with 25.

How do I check a financial advisor in McKinney?

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.