Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Westlake, TX
Every SEC-registered investment adviser representative at a firm office in Westlake, with the firms that employ the most of them.
1,495 registered advisors work in Westlake; the most are at Charles Schwab & Co., Inc. (805). 0 list the CFP designation and 1,468 are also registered broker representatives.
Firms with the most advisors in Westlake
Advisors in Westlake, A to Z (first 300 of 1,495)
Search all of Texas →- Erik AakerCharles Schwab & Co., Inc.
- Thomas J. AaronsCharles Schwab & Co., Inc.
- David Abed-RabbohSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ramsey Abu-ShairCharles Schwab & Co., Inc.
- Arnat AbzhanovCharles Schwab & Co., Inc.
- Vanessa AcevedoStrategic Advisers LLC
- Reade AchilliSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Erik A. AcunaCharles Schwab & Co., Inc.
- James K. AdairCharles Schwab & Co., Inc.
- Isabel R. AdamiakCharles Schwab & Co., Inc. · Certified Financial Planner
- Adesola O. AdebayoStrategic Advisers LLC
- Anthony D. AdeliziCharles Schwab & Co., Inc.
- Bendigo P. AgnewCharles Schwab & Co., Inc. · Certified Financial Planner
- Jose AguiarStrategic Advisers LLC
- Miguel AguilarStrategic Advisers LLC
- Mary B. AguirreSchwab Wealth Advisory, Inc.
- Miguel AguirreStrategic Advisers LLC
- Victor AguirreCharles Schwab & Co., Inc.
- Bethany AhlquistMeristead Wealth, LLC
- Aadya AhujaStrategic Advisers LLC
- Samrah AkhterCharles Schwab & Co., Inc.
- Juliana AkorStrategic Advisers LLC
- Martin AlbarranCharles Schwab & Co., Inc.
- Joshua D. AlexanderStrategic Advisers LLC
- Adam M. AlinowskiCharles Schwab & Co., Inc.
- Michael W. AllenCharles Schwab & Co., Inc.
- Paul AllenStrategic Advisers LLC
- Kaylee AllsupStrategic Advisers LLC
- Andrew E. AlsobrookCharles Schwab & Co., Inc.
- Ikejuan D. AlstonCharles Schwab & Co., Inc.
- Cassandra L. AltomTruist Advisory Services, Inc.
- Avedis AltunianStrategic Advisers LLC
- Paul AlusickCharles Schwab & Co., Inc.
- Nadim S. AlyCharles Schwab & Co., Inc.
- Juan S. Amaya AceroSchwab Wealth Advisory, Inc.
- Lawrence A. AmbeCharles Schwab & Co., Inc.
- Shane L. AmmonCharles Schwab & Co., Inc.
- Mia S. AmosCharles Schwab & Co., Inc.
- Nathan D. AndersenCharles Schwab & Co., Inc.
- Brittany L. AndersonStrategic Advisers LLC
- Dominic C. AndersonCharles Schwab & Co., Inc. · Chartered Financial Analyst
- Izella A. AndersonCharles Schwab & Co., Inc.
- Parker S. AndersonCharles Schwab & Co., Inc.
- Eric P. AndrewsStrategic Advisers LLC
- Katie AndrewsStrategic Advisers LLC
- Thomas T. AndrewsStrategic Advisers LLC
- Jamie K. AndujarCharles Schwab & Co., Inc.
- Tanner M. AnnisStrategic Advisers LLC
- David AntoszekCharles Schwab & Co., Inc.
- Kelechi C. AnyanwuCharles Schwab & Co., Inc.
- Christian L. ArechigaStrategic Advisers LLC
- Isaias ArellanoCharles Schwab & Co., Inc.
- Jesse E. AriasStrategic Advisers LLC
- Sterlin F. ArledgeCharles Schwab & Co., Inc.
- Eliseo Armijo Jr.Strategic Advisers LLC
- Kristopher R. ArmijoCharles Schwab & Co., Inc.
- Felicia ArnoldStrategic Advisers LLC
- Dnard ArthurCharles Schwab & Co., Inc.
- Raechel ArtzStrategic Advisers LLC
- Luke AstleCharles Schwab & Co., Inc.
- Tyler L. AtchisonCharles Schwab & Co., Inc.
- Paul S. Attaway Jr.Charles Schwab & Co., Inc.
- Austin L. AultCharles Schwab & Co., Inc.
- Bruce W. AustinCharles Schwab & Co., Inc.
- Vincent AvalosStrategic Advisers LLC
- Ghinwa S. AyassCharles Schwab & Co., Inc.
- Steven T. BagbyStrategic Advisers LLC
- Emil BagherlooStrategic Advisers LLC
- Saju BahuleyanCharles Schwab & Co., Inc.
- Whitney N. BakerCharles Schwab & Co., Inc.
- Tiffany A. BalabanStrategic Advisers LLC
- Marie A. BaldenegroCharles Schwab & Co., Inc.
- Victoria BalderasStrategic Advisers LLC
- Benjamin BalducStrategic Advisers LLC
- Anish BamneSchwab Wealth Advisory, Inc.
- Jacob R. BandyCharles Schwab & Co., Inc.
- Mohammad H. BaratiCharles Schwab & Co., Inc.
- Melissa BarkerStrategic Advisers LLC
- Graham M. BarrettCharles Schwab & Co., Inc.
- William H. BarrowCharles Schwab & Co., Inc.
- Jordan S. BartaCharles Schwab & Co., Inc.
- Luke BartelStrategic Advisers LLC
- William T. BartramCharles Schwab & Co., Inc.
- William C. BassStrategic Advisers LLC
- Oscar R. BaumCharles Schwab & Co., Inc. · Certified Financial Planner
- Kevin BaumhartSchwab Wealth Advisory, Inc. · Certified Financial Planner
- James F. BaurichterSchwab Wealth Advisory, Inc.
- Andrew D. BayangCharles Schwab & Co., Inc.
- Wyatt C. BeardCharles Schwab & Co., Inc.
- Ethan BeatyStrategic Advisers LLC
- Travis B. BeaverCharles Schwab & Co., Inc.
- Elizabeth BeckStrategic Advisers LLC
- James A. BeckStrategic Advisers LLC · Certified Financial Planner
- Jeffrey BeckCharles Schwab & Co., Inc. · Certified Financial Planner
- Jordan E. BeckCharles Schwab & Co., Inc.
- Tamara E. BeckerSchwab Wealth Advisory, Inc.
- David M. BedfordStrategic Advisers LLC
- Neal A. BelcherStrategic Advisers LLC
- Dean A. BelknapSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Brian E. BellCharles Schwab & Co., Inc.
- Lavanya BellamkondaStrategic Advisers LLC
- Monica J. BellnerCharles Schwab & Co., Inc.
- Casey BelloStrategic Advisers LLC
- Jordan C. BenavidesCharles Schwab & Co., Inc.
- Jack F. BenbowCharles Schwab & Co., Inc.
- Shane C. BengtsonCharles Schwab & Co., Inc.
- Carlos BenitezSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jason BenitezStrategic Advisers LLC
- Omar BenmansourCharles Schwab & Co., Inc. · Certified Financial Planner
- Andrew K. BennettSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Lucille BenschoterStrategic Advisers LLC
- John M. BergeronCharles Schwab & Co., Inc.
- Mario A. Bermudez RuizCharles Schwab & Co., Inc.
- Lori A. BerryStrategic Advisers LLC
- Nicholas A. BertramCharles Schwab & Co., Inc.
- Dominique A. BessCharles Schwab & Co., Inc.
- Brett F. BiddleStrategic Advisers LLC
- Timothy A. BielikCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
- Michael R. BilbyStrategic Advisers LLC
- Samantha L. BinzSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andrew J. BishtonSchwab Wealth Advisory, Inc.
- Riley A. BlankmanCharles Schwab & Co., Inc.
- J L. BlattCharles Schwab & Co., Inc. · Certified Financial Planner
- Jamie M. BloomCharles Schwab & Co., Inc.
- Kaleb BoehmStrategic Advisers LLC
- Joanne BoldenSchwab Wealth Advisory, Inc.
- Jordan P. BommaritoSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Alexis Z. BonderSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Paul H. BonzagniStrategic Advisers LLC
- Heather BorgesStrategic Advisers LLC
- Dianne L. BorgesonCharles Schwab & Co., Inc.
- Kyle D. BosworthSchwab Wealth Advisory, Inc.
- John M. BoughtonStrategic Advisers LLC
- Meng H. BoulwareStrategic Advisers LLC
- Michael W. BowStrategic Advisers LLC
- Parker BowStrategic Advisers LLC
- Luke BowenStrategic Advisers LLC
- Zachary BowenStrategic Advisers LLC
- Vincent G. BoweryStrategic Advisers LLC
- William T. BowlesCharles Schwab & Co., Inc.
- Lauren M. BowmanStrategic Advisers LLC
- Anton Bownes-CiccarelliCharles Schwab & Co., Inc.
- Hannah M. BoydStrategic Advisers LLC
- Shawn BozileStrategic Advisers LLC
- Christopher J. BozykStrategic Advisers LLC
- Joshua D. BraddyCharles Schwab & Co., Inc.
- Donald R. BradleySchwab Wealth Advisory, Inc.
- John T. Bradley JrCharles Schwab & Co., Inc.
- Trenton J. BreithauptCharles Schwab & Co., Inc.
- Nicholas J. BremerStrategic Advisers LLC
- Makayla BrewingtonStrategic Advisers LLC
- Daniel BrickmanCharles Schwab & Co., Inc.
- Allyssa S. BridgesStrategic Advisers LLC
- Seth BrileyCharles Schwab & Co., Inc.
- Sean BrittSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Julieanne N. BrittainSchwab Wealth Advisory, Inc.
- Erika Y. BrittonCharles Schwab & Co., Inc.
- Martin A. BrittonCharles Schwab & Co., Inc.
- Jordan BrockStrategic Advisers LLC
- John W. BroderickCharles Schwab & Co., Inc. · Certified Financial Planner
- Ryan M. BrooksCharles Schwab & Co., Inc.
- Liam BroughtonStrategic Advisers LLC
- Andrew K. BrownStrategic Advisers LLC
- Anthony BrownStrategic Advisers LLC · Certified Financial Planner
- Courtney C. BrownStrategic Advisers LLC
- Forrest D. BrownCharles Schwab & Co., Inc.
- Gary D. BrownCharles Schwab & Co., Inc.
- Jakob W. BrownStrategic Advisers LLC
- Matthew L. BrownStrategic Advisers LLC
- Michael T. BrownStrategic Advisers LLC
- Charles A. BroylesSpc · Chartered Financial Consultant
- Scott A. BruecknerCharles Schwab & Co., Inc.
- Madison J. BrunisStrategic Advisers LLC
- Cailley F. BryanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jon P. BryanCharles Schwab & Co., Inc. · Certified Financial Planner
- Gary R. BryantCharles Schwab & Co., Inc.
- Jacob S. BryantCharles Schwab & Co., Inc.
- Kimberly A. BryantCharles Schwab & Co., Inc.
- Benjamin L. BuckCharles Schwab & Co., Inc.
- Zachary N. BuckinghamCharles Schwab & Co., Inc.
- Kathryn BuielCharles Schwab & Co., Inc.
- Corbin BulgerSchwab Wealth Advisory, Inc.
- Kelsey S. BunnerCharles Schwab & Co., Inc.
- Jennifer BurdaCharles Schwab & Co., Inc.
- Nicholas W. BurgessCharles Schwab & Co., Inc.
- Breanna C. BurkeCharles Schwab & Co., Inc.
- Peyton E. BurkeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Matthew E. BurtonCharles Schwab & Co., Inc.
- Michael W. BurtonCharles Schwab & Co., Inc.
- Dawn M. BuscherCharles Schwab & Co., Inc. · Certified Financial Planner
- Isaac BusshausStrategic Advisers LLC
- Christopher A. ByrdSchwab Wealth Advisory, Inc.
- Marshall C. CaddyCharles Schwab & Co., Inc.
- Kyle A. CainCharles Schwab & Co., Inc.
- Dustin T. CakalicCharles Schwab & Co., Inc.
- Sherese S. CalvertSchwab Wealth Advisory, Inc.
- Joseph R. CalvoCharles Schwab & Co., Inc.
- Juan O. CamarilloCharles Schwab & Co., Inc. · Certified Financial Planner
- Kelly T. CamarilloCharles Schwab & Co., Inc.
- Dustin R. CampbellStrategic Advisers LLC
- Jerome C. CampbellCharles Schwab & Co., Inc. · Certified Financial Planner
- Steven CampbellCharles Schwab & Co., Inc.
- Pedro Campos MejoradoSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Katherine E. CanonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Evan CantorStrategic Advisers LLC
- Ambre CapertonStrategic Advisers LLC
- Sean K. CapuanoCharles Schwab & Co., Inc.
- Luis A. CardozoCharles Schwab & Co., Inc.
- Jason B. CargillCharles Schwab & Co., Inc.
- Heather N. CarlsonCharles Schwab & Co., Inc.
- Jason B. CarlsonCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- John R. CarlsonCharles Schwab & Co., Inc. · Certified Financial Planner
- Ryan L. CarnesCharles Schwab & Co., Inc.
- Shawn A. CarneyCharles Schwab & Co., Inc.
- Lauren N. CarterCharles Schwab & Co., Inc.
- Payton CarterCharles Schwab & Co., Inc.
- Rhonda D. CarterCharles Schwab & Co., Inc.
- Kali N. CasasStrategic Advisers LLC
- Oscar L. Casas IIIStrategic Advisers LLC
- Bradley A. CastilloCharles Schwab & Co., Inc.
- Carolyn H. CastilloCharles Schwab & Co., Inc.
- Joel CastorSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Rachel A. CatheyStrategic Advisers LLC
- Ethan K. CaugheyCharles Schwab & Co., Inc.
- Meghan M. CaveStrategic Advisers LLC
- Daniel CazacStrategic Advisers LLC · Certified Financial Planner
- Ramiro CazaresCharles Schwab & Co., Inc.
- Daniel Cea OlivaCharles Schwab & Co., Inc.
- Matthew C. CecilCharles Schwab & Co., Inc.
- Gregory D. CellaCharles Schwab & Co., Inc.
- James C. CemanCharles Schwab & Co., Inc. · Chartered Financial Consultant
- Carlos D. Cevallos-MaltaCharles Schwab & Co., Inc.
- Christopher L. ChakkalapadavilCharles Schwab & Co., Inc.
- Tristen R. ChambersStrategic Advisers LLC
- Shih Hsuan ChanCharles Schwab & Co., Inc.
- Kaitlyn A. ChanceCharles Schwab & Co., Inc.
- Andrew ChaseCharles Schwab & Co., Inc.
- Alexander J. ChasteenStrategic Advisers LLC
- Gaurav A. ChavdaCharles Schwab & Co., Inc. · Certified Financial Planner
- Blake H. ChelfStrategic Advisers LLC
- Gordon ChenCharles Schwab & Co., Inc.
- Chih H. ChengCharles Schwab & Co., Inc.
- Jeffrey R. ChiappettaCharles Schwab & Co., Inc.
- Gregory F. ChildressCharles Schwab & Co., Inc.
- Clotilda M. ChinyanyaCharles Schwab & Co., Inc.
- Christina ChoStrategic Advisers LLC
- Dok ChonStrategic Advisers LLC
- Aastha A. ChopraStrategic Advisers LLC
- Feras R. ChowdhuryCharles Schwab & Co., Inc.
- Nathan L. ChristCharles Schwab & Co., Inc.
- Kade ChristensenSchwab Wealth Advisory, Inc.
- Austin ChristianStrategic Advisers LLC
- Ethan T. ChristianCharles Schwab & Co., Inc.
- Nilesh I. ChristianCharles Schwab & Co., Inc. · Certified Financial Planner
- Joshua ChubbCharles Schwab & Co., Inc.
- Tiffany M. ClarkSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ryan T. CleavelandCharles Schwab & Co., Inc.
- Christina R. CloudCharles Schwab & Co., Inc.
- Kevin M. CloudStrategic Advisers LLC
- Colton CobbStrategic Advisers LLC
- Brandon M. CoeneCharles Schwab & Co., Inc.
- Adam D. CogarCharles Schwab & Co., Inc.
- Samantha L. CohenCharles Schwab & Co., Inc.
- Austin D. ColeCharles Schwab & Co., Inc.
- Bonny B. CollinsCharles Schwab & Co., Inc.
- Logan CollinsCharles Schwab & Co., Inc.
- Haley CombsCharles Schwab & Co., Inc.
- Jason E. ComerSchwab Wealth Advisory, Inc.
- Michael D. ConnCharles Schwab & Co., Inc.
- Nicklaus J. ConnCharles Schwab & Co., Inc.
- Natalie M. ConnerCharles Schwab & Co., Inc.
- Caleb ConradCharles Schwab & Co., Inc.
- Michael J. ConsoloCharles Schwab & Co., Inc.
- Brett D. CookStrategic Advisers LLC
- Bryce R. CookCharles Schwab & Co., Inc.
- Justin M. CoopCharles Schwab & Co., Inc.
- Kerion A. CooperCharles Schwab & Co., Inc.
- Michael L. CopelandCharles Schwab & Co., Inc.
- Maxwell CoreySchwab Wealth Advisory, Inc.
- David CorkumSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Emily R. CoronaStrategic Advisers LLC
- Carlos L. CortezCharles Schwab & Co., Inc.
- Geoffrey M. CosgriffCharles Schwab & Co., Inc.
- Dana M. CosperStrategic Advisers LLC
- Ryan D. CothranStrategic Advisers LLC
- Michael CountrymanStrategic Advisers LLC
- Kayla CountsStrategic Advisers LLC
- Taylor B. CowanCharles Schwab & Co., Inc.
- Matthew L. CoxCharles Schwab & Co., Inc.
- Stephanie L. CoxCharles Schwab & Co., Inc.
- Matthew J. CraciunStrategic Advisers LLC
- Connor A. CraddockCharles Schwab & Co., Inc.
- Brian A. CrisseyStrategic Advisers LLC
- Robert S. Crockem Jr.Charles Schwab & Co., Inc.
- Cynthia L. CrowStrategic Advisers LLC
- Christopher M. CrowellCharles Schwab & Co., Inc.
- Luis E. CruzCharles Schwab & Co., Inc.
- Manuel A. CruzSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Deven R. CudarSchwab Wealth Advisory, Inc.
- Jeffrey R. CulakStrategic Advisers LLC
Other cities in Texas
All of Texas →Houston 5,014Dallas 4,082Austin 3,691Plano 3,256San Antonio 1,899Fort Worth 1,700Frisco 804The Woodlands 588Southlake 343Sugar Land 331El Paso 266McKinney 241Lubbock 233Katy 225Tyler 219Arlington 207Irving 198Richardson 193Corpus Christi 186Spring 171Amarillo 165Addison 147Allen 147Georgetown 136
Questions
How many financial advisors are in Westlake, TX?
1,495 investment adviser representatives are registered at firm offices in Westlake, Texas, according to the SEC's Investment Adviser Public Disclosure records. 1,468 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Westlake?
Charles Schwab & Co., Inc., with 805 registered advisors in Westlake, followed by Strategic Advisers LLC with 482.
How do I check a financial advisor in Westlake?
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.