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

Vanguard Advisers, Inc. financial advisors in Plano, TX

Every SEC-registered investment adviser representative at a Vanguard Advisers, Inc. office in Plano, A to Z.

230 registered advisors work at Vanguard Advisers, Inc. in Plano, out of 2,302 at the firm nationwide; it ranks number 2 in the city by advisors. 31 list the CFP designation and 230 are also registered broker representatives.

Vanguard Advisers, Inc. advisors in Plano, A to Z

Every Vanguard Advisers, Inc. advisor →

Vanguard Advisers, Inc. advisors in every city and state →Vanguard Advisers, Inc.: assets, clients and custodians →Vanguard news and advisor moves →Advisor Moves: who changed firms this week →

Vanguard Advisers, Inc. advisors in other cities

Malvern, PA 745Charlotte, NC 663Scottsdale, AZ 649Charlotte,, NC 1Colorado Springs, CO 1Malver, PA 1Mavlern, PA 1Miami, FL 1Palno, TX 1Santa Monica, CA 1Saratoga, NY 1Scottsdale, NC 1Spring Hill, FL 1Valley Forge, PA 1Wayne, PA 1

Other firms in Plano

All Plano advisors →

Fisher Investments 1,880J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27Retirement Planners Of America 27

Questions

How many financial advisors does Vanguard Advisers, Inc. have in Plano?

230 investment adviser representatives are registered at Vanguard Advisers, Inc. offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 2,302 nationwide. 31 list the CFP designation and 230 are also registered as broker representatives.

Is Vanguard Advisers, Inc. one of the largest advisor employers in Plano?

Vanguard Advisers, Inc. ranks number 2 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

How do I check a Vanguard Advisers, Inc. advisor in Plano?

Each advisor below links to a profile with their registrations, exams, designations 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 Vanguard Advisers, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.