Texas · 6 advisers
Financial Advisors in Corpus Christi, Texas
Looking for a financial advisor in Corpus Christi, Texas? Falists indexes 6 SEC-registered and state-registered investment advisers in Corpus Christi — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $630.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
6
With website
4
Largest AUM
$630.3M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Corpus Christi
Ranked by AUM · Fees, team & specialties at a glance
DAVIDSON CAPITAL MANAGEMENT, INC
Corpus Christi, TX
AUM
$630.3M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
361-906-0070
HERNDON PLANT OAKLEY LTD
Corpus Christi, TX
AUM
$110.6M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
361-888-7611
STONEWATER WEALTH MANAGEMENT, INC.
Corpus Christi, TX
AUM
$45.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(361) 482-0699
OAK TREE WEALTH MANAGEMENT
Corpus Christi, TX
AUM
$13.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
361-452-0226
SPRINGWATER ADVISORS, LLC
Corpus Christi, TX
AUM
$114.5M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
800-888-4894
JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP
Corpus Christi, TX
AUM
$13.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
361-881-4972
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Common questions
- How many financial advisors are in Corpus Christi, Texas?
- 6 registered investment advisers are listed in our Corpus Christi directory, sourced from public SEC filings.
- What types of advisors are in Corpus Christi?
- 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 Corpus Christi?
- 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.