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Financial ADVSR advisor directory · SEC adviser records

Independence Wealth Group financial advisors in San Antonio, TX

Every SEC-registered investment adviser representative at a Independence Wealth Group office in San Antonio, A to Z.

3 registered advisors work at Independence Wealth Group in San Antonio, out of 3 at the firm nationwide; it ranks number 74 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Independence Wealth Group advisors in San Antonio, A to Z

Every Independence Wealth Group advisor →

Independence Wealth Group advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in San Antonio

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J.P. Morgan Securities LLC 126Merrill Lynch, Pierce, Fenner & Smith Incorporated 121Frost Investment Services 86Morgan Stanley 78LPL Financial LLC 75Capital Client Group, Inc. 57Strategic Advisers LLC 57Victory Capital Management Inc. 57Edward Jones 55Ameriprise Financial Services, LLC 46State Farm Investment Management Corp. 42Usaa Investment Services Company 38

Questions

How many financial advisors does Independence Wealth Group have in San Antonio?

3 investment adviser representatives are registered at Independence Wealth Group offices in San Antonio, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Independence Wealth Group one of the largest advisor employers in San Antonio?

Independence Wealth Group ranks number 74 in San Antonio by registered advisors; J.P. Morgan Securities LLC has the most, with 126.

How do I check a Independence Wealth Group advisor in San Antonio?

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 Independence Wealth Group 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.