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
RB 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 ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in San Benito, TX

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

2 registered advisors work in San Benito; the most are at Brookstone Wealth Advisors, LLC (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in San Benito

FirmAdvisors in San Benito
Brookstone Wealth Advisors, LLC1
State Farm Investment Management Corp.1

Advisors in San Benito, A to Z

Search all of Texas →

Other cities in Texas

All of Texas →

Houston 5,014Dallas 4,082Austin 3,691Plano 3,256San Antonio 1,899Fort Worth 1,700Westlake 1,495Frisco 804The Woodlands 588Southlake 343Sugar Land 331El Paso 266McKinney 241Lubbock 233Katy 225Tyler 219Arlington 207Irving 198Richardson 193Corpus Christi 186Spring 171Amarillo 165Addison 147Allen 147

Questions

How many financial advisors are in San Benito, TX?

2 investment adviser representatives are registered at firm offices in San Benito, Texas, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in San Benito?

Brookstone Wealth Advisors, LLC, with 1 registered advisors in San Benito, followed by State Farm Investment Management Corp. with 1.

How do I check a financial advisor in San Benito?

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.