Financial advisors in Colleyville, TX

94 advisors · page 1 of 4

Andrew Henk
Financial advisor at &Partners
&Partners · $30.27B AUM
CFP®VerifiedFinancial planning
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Ashley Bloom
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Brandon Corse
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Brandon Vanmeter
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Christina Slavonik
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Gregory Hutto
Financial advisor at Heritage Retirement Advisors, LLC
Heritage Retirement Advisors, LLC · $351.1M AUM
CFP®VerifiedFinancial planning
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Houston Little
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Ian Tomkins
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Jared Harrington
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Jared Wewers
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
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Kathryn Allen
Financial advisor at Clearpoint Wealth Management
Clearpoint Wealth Management · $68M AUM
CFP®VerifiedFinancial planning
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Matthew Loughren
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Monalynd Young
Financial advisor at Clearpoint Wealth Management
Clearpoint Wealth Management · $68M AUM
CFP®VerifiedFinancial planning
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Richard Solt
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Ross Miller
Financial advisor at Clearpoint Wealth Management
Clearpoint Wealth Management · $68M AUM
CFP®VerifiedFinancial planning
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Stefanie Bashore
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Steven Early
Financial advisor at Clearpoint Wealth Management
Clearpoint Wealth Management · $68M AUM
CFP®VerifiedFinancial planning
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Susan Iverson
Financial advisor at Advisor Share Wealth Management, LLC
Advisor Share Wealth Management, LLC · $376.9M AUM
CFP®VerifiedFinancial planning
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Thomas Stone
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Alyssa Blassingame
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Andrew McDonald
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Austin Gansky
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Benjamin Carvajal
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Blake Stones
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Bradley Costiloe
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Bradley Meyer
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Bret Zimmerman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Brett Bargery
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Brian Matlock
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
VerifiedFinancial planning
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Carson Perkins
Financial advisor at Heritage Retirement Advisors, LLC
Heritage Retirement Advisors, LLC · $351.1M AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Colleyville, TX

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Colleyville, TX.

How this list works

Before you hire an advisor in Colleyville, TX