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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 Pleasanton, TX

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

The short answer

6 registered advisors work in Pleasanton; the most are at LPL Financial LLC (3). 0 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Pleasanton

FirmAdvisors in Pleasanton
LPL Financial LLC news3
Edward Jones news2
State Farm Investment Management Corp.1

Advisors in Pleasanton, A to Z

Search all of Texas →

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 Pleasanton, TX?

6 investment adviser representatives are registered at firm offices in Pleasanton, Texas, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Pleasanton?

LPL Financial LLC, with 3 registered advisors in Pleasanton, followed by Edward Jones with 2.

How do I check a financial advisor in Pleasanton?

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.