Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program

Financial ADVSR advisor directory · SEC adviser records

Generational Wealth Advisors financial advisors in Richardson, TX

Every SEC-registered investment adviser representative at a Generational Wealth Advisors office in Richardson, A to Z.

9 registered advisors work at Generational Wealth Advisors in Richardson, out of 11 at the firm nationwide; it ranks number 7 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Generational Wealth Advisors advisors in Richardson, A to Z

Every Generational Wealth Advisors advisor →

Generational Wealth Advisors advisors in every city and state →Generational Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Generational Wealth Advisors advisors in other cities

Frisco, TX 1Grosse Point, MI 1

Other firms in Richardson

All Richardson advisors →

Ameriprise Financial Services, LLC 22Lemnis Capital 12Cetera Investment Advisers LLC 11J.P. Morgan Securities LLC 11State Farm Investment Management Corp. 11Edward Jones 9Osaic Wealth, Inc. 8LPL Financial LLC 749 Financial 5Dhl Wealth Management LLC 5Orion Wealth Management LLC 5Strategic Advisers LLC 5

Questions

How many financial advisors does Generational Wealth Advisors have in Richardson?

9 investment adviser representatives are registered at Generational Wealth Advisors offices in Richardson, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Generational Wealth Advisors one of the largest advisor employers in Richardson?

Generational Wealth Advisors ranks number 7 in Richardson by registered advisors; Ameriprise Financial Services, LLC has the most, with 22.

How do I check a Generational Wealth Advisors advisor in Richardson?

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 Generational Wealth Advisors 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.