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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in The Colony, TX

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

24 registered advisors work in The Colony; the most are at Strategic Advisers LLC (7). 0 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in The Colony

FirmAdvisors in The Colony
Strategic Advisers LLC7
Tiaa-Cref Individual & Institutional Services, LLC3
Charles Schwab & Co., Inc. news2
J.P. Morgan Securities LLC news2
Advisor Resource Council1
Anchory, LLC1
Bloch Private Wealth, LLC1
Captrust news1
Copiam Wealth Management, LLC1
Cst Financial Advisory LLC1
Park Avenue Securities LLC1
State Farm Investment Management Corp.1
The Patriot Financial Group, LLC1
Wells Fargo Advisors Financial Network, LLC news1
Wells Fargo Clearing Services, LLC news1

Advisors in The Colony, 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 The Colony, TX?

24 investment adviser representatives are registered at firm offices in The Colony, Texas, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in The Colony?

Strategic Advisers LLC, with 7 registered advisors in The Colony, followed by Tiaa-Cref Individual & Institutional Services, LLC with 3.

How do I check a financial advisor in The Colony?

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.