Financial advisors in Round Rock, TX

108 advisors · page 3 of 4

Jeffrey Brecht
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Jennifer Vazquez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Joe Harris
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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John Koshy
Financial advisor at Symphony Retirement Partners LLC
Symphony Retirement Partners LLC · $39.2M AUM
VerifiedFinancial planning
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John Kurkjian
Financial advisor at Furrier and Crown Investments, LLC
Furrier and Crown Investments, LLC · $403K AUM
Verified
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John Levee
Financial advisor at RIA Wealth Advisors, LLC
RIA Wealth Advisors, LLC · $126.5M AUM
Verified
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Jon McLain
Financial advisor at Leap Wealth Management
Leap Wealth Management · $305.5M AUM
VerifiedFinancial planning
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Juan Cortez
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Juanita Stephens
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Jusmeet Virmani
Financial advisor at Symphony Retirement Partners LLC
Symphony Retirement Partners LLC · $39.2M AUM
VerifiedFinancial planning
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Kanda Kropp
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Kari Matney
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Kevin Davis
Financial advisor at Davis & Wehrle, LLC
Davis & Wehrle, LLC · $39.6M AUM
VerifiedFinancial planning
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Krysten Boykin
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Laura Villotastella
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Lisa Crouch
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Luke McClellan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Marcos Esparza
Financial advisor at Farmers Asset Management, LLC
Farmers Asset Management, LLC · $7.7M AUM
VerifiedFinancial planning
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Marijo Harding
Financial advisor at Prudence Advisory Services
Prudence Advisory Services
Verified
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Mark Wehrle
Financial advisor at Davis & Wehrle, LLC
Davis & Wehrle, LLC · $39.6M AUM
VerifiedFinancial planning
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Marques Bobo
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Matthew Wells
Financial advisor at Greenbelt Investment Advisors, LLC
Greenbelt Investment Advisors, LLC · $167M AUM
VerifiedFinancial planning
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Michael Harvey
Financial advisor at Strategic Financial Concepts, LLC
Strategic Financial Concepts, LLC · $927.7M AUM
VerifiedFinancial planning
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Michael Knipstein
Financial advisor at Onpoint Financial Advice, LLC
Onpoint Financial Advice, LLC
VerifiedFinancial planning
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Michael Laheta
Financial advisor at Everyplan Financial
Everyplan Financial · $1.3M AUM
VerifiedFinancial planning
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Michael Navarro
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Mitchell Shubert
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
VerifiedFinancial planning
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Rachel Reinke
Financial advisor at Oath Planning, LLC
Oath Planning, LLC · $284.7M AUM
VerifiedFinancial planning
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Rawley Farrell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Rebecca Harbek
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B 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 Round Rock, 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 Round Rock, TX.

How this list works

Before you hire an advisor in Round Rock, TX