Texas · 5 advisers
Financial Advisors in Mcallen, Texas
Looking for a financial advisor in Mcallen, Texas? Falists indexes 5 SEC-registered and state-registered investment advisers in Mcallen — 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 $101.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
5
Largest AUM
$101.2M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Mcallen
Ranked by AUM · Fees, team & specialties at a glance
ENDURANCE FINANCIAL PLANNING, LLC
Mcallen, TX
AUM
$101.2M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(956) 630 - 7231
WALTER J. REYNA, INC.
Mcallen, TX
AUM
$74.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
956-682-4196
ANIMUS WEALTH MANAGEMENT, LLC.
Mcallen, TX
AUM
$11.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
956-651-4187
IDYLIAN CAPITAL
Mcallen, TX
AUM
$2.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
956-720-0268
NORMALTOWN FINANCIAL LLC
Mcallen, TX
AUM
$1.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
956-448-5251
More cities in Texas
Common questions
- How many financial advisors are in Mcallen, Texas?
- 5 registered investment advisers are listed in our Mcallen directory, sourced from public SEC filings.
- What types of advisors are in Mcallen?
- 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 Mcallen?
- 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.