Texas · 3 advisers
Financial Advisors in Canadian, Texas
Looking for a financial advisor in Canadian, Texas? Falists indexes 3 SEC-registered and state-registered investment advisers in Canadian — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $94.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$94.9M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Canadian
Ranked by AUM · Fees, team & specialties at a glance
PERENNIAL WEALTH ADVISORS, LLC
Canadian, TX
AUM
$80.6M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(806) 323-4046
GOLDEN SPREAD WEALTH, LLC
Canadian, TX
AUM
$17.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
806-323-4500
More cities in Texas
Common questions
- How many financial advisors are in Canadian, Texas?
- 3 registered investment advisers are listed in our Canadian directory, sourced from public SEC filings.
- What types of advisors are in Canadian?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Canadian?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.