Financial advisors in Irving, TX

129 match · page 1 of 5

Benjamin Carr
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Bismarck Darko
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
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Campbell Warren
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Casey Kupper
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christa Bass
Financial advisor at Alongside, LLC
Alongside, LLC · $878.6M AUM
CFP®VerifiedFinancial planning
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Cristina Montenegro
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Dominic Dougherty
Financial advisor at Advising for Life, LLC
Advising for Life, LLC · $4.7M AUM
CFP®VerifiedFinancial planning
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Domonique Lockridge
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
CFP®VerifiedFinancial planning
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Erin Champlin
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gene Gurley
Financial advisor at Gibraltar Capital Management, Inc.
Gibraltar Capital Management, Inc. · $1.35B AUM
CFP®VerifiedFinancial planning
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John Rubottom
Financial advisor at Alongside, LLC
Alongside, LLC · $878.6M AUM
CFP®VerifiedFinancial planning
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Lauren Flemen
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
CFP®VerifiedFinancial planning
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Mason Emmel
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Brown
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
CFP®VerifiedFinancial planning
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Stacey Kirkpatrick
Financial advisor at Farther
Farther · $16.01B AUM
CFP®VerifiedFinancial planning
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Taylor Steele
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Rainwater
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Abdoulali Jirani
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
VerifiedFinancial planning
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Adib Motiwala
Financial advisor at Motiwala Capital
Motiwala Capital · $10.6M AUM
VerifiedFinancial planning
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Aidan Glynn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Alicia Lara
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alondra Fuentes
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Alyssa Benton
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amelia Abels
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andres Polanco
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Janni
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
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Andrew Sorenson
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bailey Bynum
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Hopper
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Pittman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Irving, 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 Irving, TX.

How this list works

Before you hire an advisor in Irving, TX