Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Spring, TX
Every SEC-registered investment adviser representative at a firm office in Spring, with the firms that employ the most of them.
157 registered advisors work in Spring; the most are at Edward Jones (16). 22 list the CFP designation and 112 are also registered broker representatives.
Firms with the most advisors in Spring
| Firm | Advisors in Spring |
|---|---|
| Edward Jones news | 16 |
| LPL Financial LLC news | 13 |
| J.P. Morgan Securities LLC news | 11 |
| Strategic Advisers LLC | 11 |
| State Farm Investment Management Corp. | 8 |
| Cetera Investment Advisers LLC news | 7 |
| Wells Fargo Clearing Services, LLC news | 7 |
| Allstate Financial Advisors, LLC | 4 |
| Magnolia Wealth | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 4 |
| Sonnet, LLC | 4 |
| Wealth Management Investment Advisors, LLC | 4 |
| Ameriprise Financial Services, LLC news | 3 |
| Edelman Financial Engines news | 3 |
| Stability Partners Advisory Group, LLC | 3 |
| Thrivent Investment Management Inc. | 3 |
| Bankers Life Advisory Services, Inc. | 2 |
| Equitable Advisors, LLC news | 2 |
| Osaic Wealth, Inc. news | 2 |
| Pfs Investments Inc. | 2 |
| RBC Capital Markets, LLC news | 2 |
| Ae Wealth Management, LLC | 1 |
| Ascending Assets | 1 |
| B. Lively Financial, LLC | 1 |
| Baron Financial Advisors, LLC | 1 |
Advisors in Spring, A to Z
CFP advisors in Spring →- Azhoun Al-SadaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brittney S. AparicioCetera Investment Advisers LLC
- Lydia ArmelinJ.P. Morgan Securities LLC
- Jonathan J. AulbertWells Fargo Clearing Services, LLC
- James R. Bailes Jr.Wealth Management Investment Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Seth J. Bailey-DudleyJ.P. Morgan Securities LLC
- Arthur A. BaraschBaron Financial Advisors, LLC
- Philip E. BarringtonEdward Jones
- Shane A. BilskiMagnolia Wealth
- Sandra M. Bloem-CurtisEdelman Financial Engines
- Sherry F. BogusAllstate Financial Advisors, LLC
- Lester G. BostwickLPL Financial LLC
- Philip BourgeoisStrategic Advisers LLC
- Aaron BoyceEncompass More Asset Management LLC
- Kenton W. BraunPersonal Prosperity LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert E. BudavichAllstate Financial Advisors, LLC
- Shane BuenoLPL Financial LLC
- Adam K. CaldwellEdward Jones
- Tyriah CallwoodStrategic Advisers LLC
- Richard M. CanlasCetera Investment Advisers LLC
- Jean M. CasagrandeStability Partners Advisory Group, LLC
- Branson CatalanottoState Farm Investment Management Corp.
- Joshua R. ChandlerMagnolia Wealth
- Yixuan ChengLPL Financial LLC
- Brandy R. ChevallierState Farm Investment Management Corp. · Chartered Financial Consultant
- Benjamin J. ChildsWealth Management Investment Advisors, LLC
- Dustin CreagerEdward Jones
- Richard G. DavisEdward Jones
- Sarah E. DavisThrivent Investment Management Inc.
- Debra K. DennyAmeriprise Financial Services, LLC
- Mark B. DigiovanniEdelman Financial Engines · Certified Financial Planner
- Paul J. Dimiceli IIEdward Jones
- Erol E. ErtumenJ.P. Morgan Securities LLC
- Otho F. Evans Jr.RBC Capital Markets, LLC
- Kathleen FechikBankers Life Advisory Services, Inc.
- Lloyd M. FechikBankers Life Advisory Services, Inc.
- Robert T. FennoEdelman Financial Engines
- Charles D. FowlerEdward Jones
- Robert J. FranklinLPL Financial LLC · Certified Financial Planner
- Garrett FrazierLPL Financial LLC
- Russell A. FriersonGlobal Retirement Partners LLC
- Steven D. FruehWealth Management Investment Advisors, LLC
- Nicole T. GaleWealth Management Investment Advisors, LLC
- Natalie J. GaskampStrategic Advisers LLC
- Lee G. GibsonCetera Investment Advisers LLC
- Thomas A. GiordanoStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- David C. GluchInvesco Advisers, Inc. · Chartered Financial Analyst
- Kenneth A. GoldenThe Mather Group, LLC
- Meredith O. GraeberEquitable Advisors, LLC
- Kristy GrothPrecedent Wealth Partners, LLC
- Adnan S. HamedBlue Aris
- Mark R. HemannThrivent Investment Management Inc.
- Juan G. Hernandez ArianoOneseven · Certified Financial Planner
- Nicholas A. HirsteinJ.P. Morgan Securities LLC
- Andrew J. HuberMagnolia Wealth
- Gina Jaimes CastroMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sean A. JaussiStrategic Advisers LLC
- Luis F. Jimenez PerezMmbg Investment Advisors Co.
- Lorrie F. JohnsonMorgan Stanley
- Kay A. KelleyWells Fargo Clearing Services, LLC
- Joseph C. KleinEdward Jones
- Brian P. KoeppSonnet, LLC
- Christopher S. KohnhorstEdward Jones · Certified Financial Planner
- Michael A. KonzenCreative Planning · Certified Financial Planner
- Noah G. LabauveState Farm Investment Management Corp. · Chartered Financial Consultant
- Hector G. LeanoState Farm Investment Management Corp.
- Raymond D. LeslieJ.P. Morgan Securities LLC
- Rachel M. LewisRaymond James Financial Services Advisors, Inc.
- Brian T. LivelyB. Lively Financial, LLC
- Job M. LouimeusExos Wealth Strategies, LLC · Chartered Financial Consultant
- Malcolm J. LunnVirtus Investment Advisers, LLC
- Royal L. Lunsford IIILPL Financial LLC
- Nabat MahmudovaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jose M. MaldonadoHoyle Capital, LLC
- Matthew M. MannAscending Assets
- Juan A. MarinJ.P. Morgan Securities LLC
- Mark E. MarquezSanctuary Advisors, LLC
- Eva M. Martinez SparksState Farm Investment Management Corp. · Chartered Financial Consultant
- Sonia I. Martinez-TrujilloFiduciary Financial Advisors
- Ryan K. MasseyEdward Jones
- Travis McFarlandJ.P. Morgan Securities LLC
- Michelle G. McPhieWells Fargo Clearing Services, LLC
- Charles K. MehlingLPL Financial LLC
- Pamela C. MilsteadFrost Investment Services
- Brent D. MitchamCetera Investment Advisers LLC · Certified Financial Planner
- Donald K. MitchamCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Samuel MoralesInsigneo Advisory Services, LLC
- Meredith L. MossEdward Jones
- Nicholas J. MuhlbauerEdward Jones
- David NellAllstate Financial Advisors, LLC
- Jared S. NevenSowell Management · Certified Financial Planner
- Earl E. NewsomeLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Jagger R. NewtonLPL Financial LLC
- Phuong T. NguyenQuality Wealth Care, LLC.
- Thanh T. NguyenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Melanie NullStrategic Advisers LLC
- Teresa A. O'ConnorOsaic Wealth, Inc.
- Ted E. Oliver Sr.Equitable Advisors, LLC
- James K. OneillMagnolia Wealth
- Roberto I. OrtegaRidgeoak Wealth · Certified Financial Planner
- Michael W. OsgoodOsgood Capital Management, Inc. · Certified Financial Planner
- Phillip J. Owens Jr.LPL Financial LLC
- Jessica D. PadillaWells Fargo Clearing Services, LLC
- Robert PascarellaPeerless Wealth
- Milin PatelStrategic Advisers LLC
- Chad T. PaymentAllstate Financial Advisors, LLC
- Michael L. PerdueLPL Financial LLC
- Bryan PowellStability Partners Advisory Group, LLC
- Nathan T. PowellStability Partners Advisory Group, LLC · Certified Financial Planner
- Samuel F. PyleLPL Financial LLC
- Shawn E. QuigginsVoya Financial Advisors, Inc.
- Logan RaffaState Farm Investment Management Corp.
- Randal A. ReevesState Farm Investment Management Corp. · Chartered Financial Consultant
- Leah N. RenoJ.P. Morgan Securities LLC
- Barry E. ReynoldsBarry E. Reynolds CPA PC
- James P. RobertsonAmeriprise Financial Services, LLC
- Alexander J. RodriguezJ.P. Morgan Securities LLC
- Jeff RogersStrategic Advisers LLC · Certified Financial Planner
- Amy RybaEdward Jones
- Cynthia-Elaine L. SchlangerOnyx Bridge Wealth Group LLC
- Carter J. ScottEdward Jones
- Thomas W. SeagoSonnet, LLC
- Lucas P. SealyEdward Jones
- Jairo J. SilvaWells Fargo Clearing Services, LLC
- Lyndin M. SimpsonStenger Family Office, LLC
- Gagan SinghPNC Wealth Management LLC
- Bruce A. SlaterOsaic Wealth, Inc. · Chartered Financial Consultant
- Shelby StarkEdward Jones
- James M. StarnesCetera Investment Advisers LLC · Certified Financial Planner
- Matthew R. StoutJ.P. Morgan Securities LLC
- Brandy SucheckiStrategic Advisers LLC
- Jay T. SullivanKmf Investments Management, LLC
- Keaton SwayzeStrategic Advisers LLC
- Dennis K. SynatschkPfs Investments Inc.
- Trisha M. TalbotLPL Financial LLC
- Kevin D. TalleyAmeriprise Financial Services, LLC
- Taryn TevesRBC Capital Markets, LLC
- Edna J. ThompsenEdna J. Thompsen, Cfp · Certified Financial Planner
- Darius D. ThurstonState Farm Investment Management Corp.
- Donald J. TraugottBrookstone Capital Management LLC
- Shannon E. TrumanHomestead Advisers Corp. · Certified Financial Planner
- Chukwuemeka G. UzoukwuDynamique Capital Advisors
- Alejandro ValdezWells Fargo Clearing Services, LLC
- Andres ValdezWells Fargo Clearing Services, LLC
- Krishauna L. VaughnPfs Investments Inc.
- Miguel P. VelazquezRaymond James & Associates, Inc.
- Joseph J. VinsonAe Wealth Management, LLC
- Derek WardJ.P. Morgan Securities LLC
- Patrick J. WehrlySageguard Financial Group, LLC
- Timothy WellsStrategic Advisers LLC
- Jacob A. WelshCetera Investment Advisers LLC · Certified Financial Planner
- Tyler B. WestC.L. Sheldon & Company, LLC · Certified Financial Planner
- Loren WesterfieldEdward Jones
- Emma R. WheelerTlg Advisors, Inc. · Certified Financial Planner
- Cassidy WilsonThrivent Investment Management Inc.
- Braden WithamStrategic Advisers LLC
- Charles C. WrightUnited Planners' Financial Services Of America A Limited Partner
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 173Amarillo 150Addison 148Allen 140Georgetown 137
Questions
How many financial advisors are in Spring, TX?
157 investment adviser representatives are registered at firm offices in Spring, Texas, according to the SEC's Investment Adviser Public Disclosure records. 112 of them are also registered as broker representatives, and 22 list the CFP designation.
Which firm has the most financial advisors in Spring?
Edward Jones, with 16 registered advisors in Spring, followed by LPL Financial LLC with 13.
How do I check a financial advisor in Spring?
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.