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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Richardson, TX

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

181 registered advisors work in Richardson; the most are at Ameriprise Financial Services, LLC (22). 33 list the CFP designation and 134 are also registered broker representatives.

Firms with the most advisors in Richardson

FirmAdvisors in Richardson
Ameriprise Financial Services, LLC news22
Lemnis Capital12
Cetera Investment Advisers LLC news11
J.P. Morgan Securities LLC news11
State Farm Investment Management Corp.11
Edward Jones news9
Generational Wealth Advisors9
Osaic Wealth, Inc. news8
LPL Financial LLC news7
49 Financial5
Dhl Wealth Management LLC5
Orion Wealth Management LLC news5
Strategic Advisers LLC5
Bland Garvey Wealth Advisors, LLC4
Gfn Capital Management4
Kestra Advisory Services, LLC news4
Planmember Securities Corporation3
Bowie Capital Management, LLC2
Equitable Advisors, LLC news2
Independent Financial Group, LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Pfs Investments Inc.2
Tiaa-Cref Individual & Institutional Services, LLC2
Advisory Solutions Group1
Ahmeti Wealth Management, LLC1

Advisors in Richardson, A to Z

CFP advisors in Richardson →

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 190Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140Georgetown 137

Questions

How many financial advisors are in Richardson, TX?

181 investment adviser representatives are registered at firm offices in Richardson, Texas, according to the SEC's Investment Adviser Public Disclosure records. 134 of them are also registered as broker representatives, and 33 list the CFP designation.

Which firm has the most financial advisors in Richardson?

Ameriprise Financial Services, LLC, with 22 registered advisors in Richardson, followed by Lemnis Capital with 12.

How do I check a financial advisor in Richardson?

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.