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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Stafford, TX

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

The short answer

18 registered advisors work in Stafford; the most are at Pfs Investments Inc. (7). 2 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Stafford

FirmAdvisors in Stafford
Pfs Investments Inc.7
Early McClintic & McMillan, LLC6
Ameriprise Financial Services, LLC news1
Cetera Investment Advisers LLC news1
LPL Financial LLC news1
Momentum Financial Strategies, LLC1
Strategic Advisers LLC1

Advisors in Stafford, A to Z

CFP advisors in Stafford →

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 Stafford, TX?

18 investment adviser representatives are registered at firm offices in Stafford, Texas, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Stafford?

Pfs Investments Inc., with 7 registered advisors in Stafford, followed by Early McClintic & McMillan, LLC with 6.

How do I check a financial advisor in Stafford?

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.