Cetera Investment Advisers
41yrs
Top advisor by experience in Irving
Financial advisors in Irving, TX
Looking for a financial advisor in Irving, TX? We list 185 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
185Advisors with offices here
8Median years of experience
5%At fee-only firms
47Firms represented
Largest firms here: Goldman Sachs Wealth Services (33), Strategic Advisers (33), Mutual of Omaha Investor Services (9).
Nearby: Coppell, Euless, Addison, Dallas, Carrollton, Grapevine, Richardson, Grand Prairie.
Osaic Wealth
41yrs
Top 1% by experience in Irving
United Capital Financial Advisors
39yrs
Top 2% by experience in Irving
NEK Financial
38yrs
Top 2% by experience in Irving
Kestra Advisory Services
35yrs
Top 3% by experience in Irving
Signal Securities
35yrs
Top 3% by experience in Irving
Citigroup Global Markets
34yrs
James Quaider
Financial advisor
Citi Wealth Management, Supervision 6400 Las Colinas Blvd, 3rd Floor
Irving, TX 75039
Irving, TX 75039
Top 3% by experience at Citigroup Global Markets
LPL Financial
34yrs
Top 4% by experience in Irving
Edward Jones
33yrs
Top 3% by experience at Edward Jones
Strategic Advisers
33yrs
Top 2% by experience at Strategic Advisers
Cottonwood Capital Advisors
33yrs
Top advisor by experience at Cottonwood Capital Advisors
Sequoia Private Wealth Management
33yrs
Top 6% by experience in Irving
Mutual of Omaha Investor Services
32yrs
Top 7% by experience in Irving
Strategic Advisers
30yrs
Top 3% by experience at Strategic Advisers
Strategic Advisers
30yrs
Top 3% by experience at Strategic Advisers
Raymond James Financial Services Advisors
29yrs
Top 9% by experience in Irving
Strategic Advisers
28yrs
Top 5% by experience at Strategic Advisers
Quotient Wealth Partners
28yrs
Top 6% by experience at Quotient Wealth Partners
Edward Jones
28yrs
Top 8% by experience at Edward Jones
Signal Securities
27yrs
Top 11% by experience in Irving
Dana Investment Advisors
27yrs
Top 11% by experience in Irving
Mutual of Omaha Investor Services
27yrs
Top 12% by experience in Irving
Wealth Creators
26yrs
Top 12% by experience in Irving
State Farm Investment Management
26yrs
Top 13% by experience in Irving
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.