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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Spring Branch, TX

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

The short answer

10 registered advisors work in Spring Branch; the most are at Edward Jones (5). 0 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Spring Branch

FirmAdvisors in Spring Branch
Edward Jones news5
Strategic Advisers LLC2
Gradient Advisors, LLC1
J.P. Morgan Securities LLC news1
Morgan Stanley news1

Advisors in Spring Branch, A to Z

Search all of Texas →

Other cities in Texas

All of Texas →

Houston 4,763Dallas 3,908Austin 3,508Plano 3,160San Antonio 1,771Fort Worth 1,645Westlake 1,460Frisco 765The Woodlands 552Southlake 325Sugar Land 309El Paso 251McKinney 226Lubbock 219Katy 218Tyler 199Arlington 197Irving 190Richardson 189Corpus Christi 173Spring 163Amarillo 153Addison 139Allen 139

Questions

How many financial advisors are in Spring Branch, TX?

10 investment adviser representatives are registered at firm offices in Spring Branch, Texas, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Spring Branch?

Edward Jones, with 5 registered advisors in Spring Branch, followed by Strategic Advisers LLC with 2.

How do I check a financial advisor in Spring Branch?

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.