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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Plano, TX

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

3,132 registered advisors work in Plano; the most are at Fisher Investments (1,880). 259 list the CFP designation and 957 are also registered broker representatives.

Firms with the most advisors in Plano

FirmAdvisors in Plano
Fisher Investments news1,880
Vanguard Advisers, Inc. news230
J.P. Morgan Securities LLC news212
Strategic Advisers LLC50
UBS Financial Services Inc. news49
Ameriprise Financial Services, LLC news48
Morgan Stanley news39
Edward Jones news31
Transamerica Financial Advisors, LLC31
LPL Financial LLC news29
Charles Schwab & Co., Inc. news27
LPL Enterprise, LLC news27
Retirement Planners Of America27
Bok Financial Securities, Inc.24
Moss, Luse & Womble, LLC21
Mariner news16
Sfmg Wealth Advisors16
Parkway Wealth Management Group, LLC14
Insight Wealth Partners13
Cetera Investment Advisers LLC news12
Osaic Wealth, Inc. news12
Pfs Investments Inc.12
Astra Wealth Management Group11
Crescent Advisor Group, Inc.11
Usaa Investment Services Company10

Advisors in Plano, A to Z (first 300 of 3,132)

CFP advisors in Plano →

Other cities in Texas

All of Texas →

Houston 4,722Dallas 3,888Austin 3,485San 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 140Georgetown 137

Questions

How many financial advisors are in Plano, TX?

3,132 investment adviser representatives are registered at firm offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records. 957 of them are also registered as broker representatives, and 259 list the CFP designation.

Which firm has the most financial advisors in Plano?

Fisher Investments, with 1,880 registered advisors in Plano, followed by Vanguard Advisers, Inc. with 230.

How do I check a financial advisor in Plano?

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.