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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Roanoke, TX

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

57 registered advisors work in Roanoke; the most are at Strategic Advisers LLC (33). 6 list the CFP designation and 53 are also registered broker representatives.

Firms with the most advisors in Roanoke

FirmAdvisors in Roanoke
Strategic Advisers LLC33
LPL Financial LLC news4
Advisor Resource Council3
Osaic Wealth, Inc. news3
Cetera Investment Advisers LLC news2
J.P. Morgan Securities LLC news2
Tiaa-Cref Individual & Institutional Services, LLC2
Charles Schwab & Co., Inc. news1
D.H. Hill Advisors, Inc.1
Km Capital Management, Ltd.1
Mercer Global Advisors Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Onedigital1
RBC Capital Markets, LLC news1
State Farm Investment Management Corp.1

Advisors in Roanoke, A to Z

CFP advisors in Roanoke →

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 Roanoke, TX?

57 investment adviser representatives are registered at firm offices in Roanoke, Texas, according to the SEC's Investment Adviser Public Disclosure records. 53 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Roanoke?

Strategic Advisers LLC, with 33 registered advisors in Roanoke, followed by LPL Financial LLC with 4.

How do I check a financial advisor in Roanoke?

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.