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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Montgomery, TX

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

49 registered advisors work in Montgomery; the most are at Centaurus Financial, Inc. (5). 1 list the CFP designation and 33 are also registered broker representatives.

Firms with the most advisors in Montgomery

FirmAdvisors in Montgomery
Centaurus Financial, Inc.5
Raymond James Financial Services Advisors, Inc. news5
Edward Jones news4
Strategic Advisers LLC3
Commonwealth Financial Network news2
Freeman & Freeman Private Wealth Management LLC2
Independent Solutions Wealth Management, LLC2
J.P. Morgan Securities LLC news2
LPL Financial LLC news2
State Farm Investment Management Corp.2
Ancorato1
Bartee Capital Management, LLC1
Cambridge Investment Research Advisors, Inc. news1
Compass Financial Management LLC1
D.H. Hill Advisors, Inc.1
Dominion Portfolio Management, Inc.1
Eagle Strategies LLC1
Innova Capital Management, LLC1
Kingsview Wealth Management, LLC news1
Lifetime Wealth Management, LLC1
Money Concepts Capital Corp.1
Morgan Stanley news1
Paladino Wealth1
Private Advisor Group, LLC1
Quattro Financial Advisors1

Advisors in Montgomery, A to Z

CFP advisors in Montgomery →

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 Montgomery, TX?

49 investment adviser representatives are registered at firm offices in Montgomery, Texas, according to the SEC's Investment Adviser Public Disclosure records. 33 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Montgomery?

Centaurus Financial, Inc., with 5 registered advisors in Montgomery, followed by Raymond James Financial Services Advisors, Inc. with 5.

How do I check a financial advisor in Montgomery?

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.