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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mesquite, TX

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

The short answer

29 registered advisors work in Mesquite; the most are at Edward Jones (9). 3 list the CFP designation and 29 are also registered broker representatives.

Firms with the most advisors in Mesquite

FirmAdvisors in Mesquite
Edward Jones news9
Pfs Investments Inc.4
J.P. Morgan Securities LLC news3
LPL Financial LLC news2
Tiaa-Cref Individual & Institutional Services, LLC2
Wells Fargo Clearing Services, LLC news2
Advisor Resource Council1
Citigroup Global Markets Inc. news1
Empower Advisory Group, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1

Advisors in Mesquite, A to Z

CFP advisors in Mesquite →

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 Mesquite, TX?

29 investment adviser representatives are registered at firm offices in Mesquite, Texas, according to the SEC's Investment Adviser Public Disclosure records. 29 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Mesquite?

Edward Jones, with 9 registered advisors in Mesquite, followed by Pfs Investments Inc. with 4.

How do I check a financial advisor in Mesquite?

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.