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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Waco, TX

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

133 registered advisors work in Waco; the most are at Edward Jones (22). 0 list the CFP designation and 90 are also registered broker representatives.

Firms with the most advisors in Waco

FirmAdvisors in Waco
Edward Jones news22
Stifel, Nicolaus & Company, Incorporated news9
Merrill Lynch, Pierce, Fenner & Smith Incorporated news8
Wells Fargo Clearing Services, LLC news8
Disciplined Investors, L.L.c.7
Morgan Stanley news7
Academy Capital Management6
LPL Financial LLC news6
Raymond James Financial Services Advisors, Inc. news5
State Farm Investment Management Corp.5
Winnacle Wealth, LLC5
Investors Brokerage Of Texas, Ltd.3
Open Range Financial Group, LLC3
Osaic Wealth, Inc. news3
&Partners news2
Capital Square, LLC2
Integrity Alliance, LLC.2
J.P. Morgan Securities LLC news2
3t Advisors LLC1
Adam Doty Company1
Alight Financial Advisors, LLC1
Bible & Sovereign Partners Financial Services1
Brilliant Financial Strategies LLC1
Broken Investing, LLC1
Cambridge Investment Research Advisors, Inc. news1

Advisors in Waco, 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 Waco, TX?

133 investment adviser representatives are registered at firm offices in Waco, Texas, according to the SEC's Investment Adviser Public Disclosure records. 90 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Waco?

Edward Jones, with 22 registered advisors in Waco, followed by Stifel, Nicolaus & Company, Incorporated with 9.

How do I check a financial advisor in Waco?

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.