How many financial advisors are in College Station, Texas?

Falists lists 7 registered investment advisers with a principal office or filing address in College Station, Texas, based on public SEC IAPD data.

How do financial advisors in College Station charge fees?

Fee structures vary by firm. In College Station, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for College Station?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Texas · 7 advisers

Financial Advisors in College Station, Texas

Looking for a financial advisor in College Station, Texas? Falists indexes 7 SEC-registered and state-registered investment advisers in College Station — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $1.05B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.05B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts5 Retirement1 Institutional3

Top advisors in College Station

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

PARAGON FINANCIAL ADVISORS

College Station, TX

AUM

$1.05B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

14 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

979-693-3907

Full profile Visit site →

BRIAUD FINANCIAL ADVISORS

College Station, TX

AUM

$912.8M

Financial PlanningWealth MgmtTrusts & Estates

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

979-260-9771

Full profile Visit site →

SMITH & WYATT

College Station, TX

AUM

$207.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

979-431-5440

Full profile Visit site →

TDC CAPITAL ADVISORS, INC.

College Station, TX

AUM

$177.6M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

979-260-9696

Full profile Visit site →

TRADITIONS WEALTH ADVISORS, LLC.

College Station, TX

AUM

$94.8M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM

979-694-9100

Full profile Visit site →

AGATE MANAGER, LLC

College Station, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

979-218-1572

Full profileNo website

CREDENCE ROCK CAPITAL MANAGEMENT, LLC

College Station, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

979-218-1572

Full profileNo website

More cities in Texas

Dallas (571)Houston (439)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)The Woodlands (54)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)

Common questions

How many financial advisors are in College Station, Texas?: 7 registered investment advisers are listed in our College Station directory, sourced from public SEC filings.
What types of advisors are in College Station?: 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 College Station?: 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.