Financial advisors in Leander, TX

39 match · page 1 of 2

Gregory Rollo
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Imade Iyamu
Financial advisor at Arusha Wealth Limited Liability Company
Arusha Wealth Limited Liability Company
CFP®VerifiedFinancial planning
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Nathaniel Funk
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Spencer Corzine
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Steven Ankerstar
Financial advisor at Ankerstar Wealth, LLC
Ankerstar Wealth, LLC · $146.1M AUM
CFP®VerifiedFinancial planning
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Abhay Srivastava
Financial advisor at As Investment Partners LLC
As Investment Partners LLC · $2.4M AUM
VerifiedFinancial planning
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Andrew Sheehy
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Brian Trowbridge
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Clay Howell
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
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Corey Hinkle
Financial advisor at Ankerstar Wealth, LLC
Ankerstar Wealth, LLC · $146.1M AUM
VerifiedFinancial planning
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Dale Vannoy
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Gabriel Loehr
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Gary May
Financial advisor at May Tree Financial Planning LLC
May Tree Financial Planning LLC · $5.6M AUM
VerifiedFinancial planning
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George Pitra
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
VerifiedFinancial planning
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Gordon Garrison
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Jack Grimm
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Jaden Verrico
Financial advisor at Ankerstar Wealth, LLC
Ankerstar Wealth, LLC · $146.1M AUM
VerifiedFinancial planning
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Jessica Targett
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Joshua Knuffke
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Kenneth Banks
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
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Kenneth Connally
Financial advisor at Kconnally Strategies, LLC
Kconnally Strategies, LLC
VerifiedFinancial planning
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Kristopher Blasl
Financial advisor at Financial Gravity Family Office Services, LLC
Financial Gravity Family Office Services, LLC · $590.5M AUM
VerifiedFinancial planning
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Lauren Presley
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Michael Batsell
Financial advisor at Mader & Shannon Wealth Management
Mader & Shannon Wealth Management · $269.4M AUM
VerifiedFinancial planning
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Michael Chisum
Financial advisor at Ankerstar Wealth, LLC
Ankerstar Wealth, LLC · $146.1M AUM
VerifiedFinancial planning
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Michael Kurth
Financial advisor at Financial & Tax Architects, LLC
Financial & Tax Architects, LLC · $506.2M AUM
VerifiedFinancial planning
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Michael Younkman
Financial advisor at Ankerstar Wealth, LLC
Ankerstar Wealth, LLC · $146.1M AUM
VerifiedFinancial planning
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Miguel Davila Penaloza
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Nadim Eldahdah
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
VerifiedFinancial planning
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Nicholas Barnes
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T 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 Leander, 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 Leander, TX.

How this list works

Before you hire an advisor in Leander, TX