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

Plagens & Taylor Wealth Management financial advisors in San Angelo, TX

Every SEC-registered investment adviser representative at a Plagens & Taylor Wealth Management office in San Angelo, A to Z.

The short answer

5 registered advisors work at Plagens & Taylor Wealth Management in San Angelo, out of 5 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Plagens & Taylor Wealth Management advisors in San Angelo, A to Z

Every Plagens & Taylor Wealth Management advisor →

Other firms in San Angelo

All San Angelo advisors →

Edward Jones 16LPL Financial LLC 9Raymond James Financial Services Advisors, Inc. 9Ameriprise Financial Services, LLC 7Wells Fargo Clearing Services, LLC 6UBS Financial Services Inc. 4Cetera Investment Advisers LLC 3Outlier Financial Partners, LLC 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Plagens & Taylor Wealth Management have in San Angelo?

5 investment adviser representatives are registered at Plagens & Taylor Wealth Management offices in San Angelo, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Plagens & Taylor Wealth Management one of the largest advisor employers in San Angelo?

Plagens & Taylor Wealth Management ranks number 6 in San Angelo by registered advisors; Edward Jones has the most, with 16.

How do I check a Plagens & Taylor Wealth Management advisor in San Angelo?

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 Plagens & Taylor Wealth Management 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.