How many financial advisors are in Tyler, Texas?

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

How do financial advisors in Tyler charge fees?

Fee structures vary by firm. In Tyler, 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 Tyler?

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 Tyler, Texas

Looking for a financial advisor in Tyler, Texas? Falists indexes 7 SEC-registered and state-registered investment advisers in Tyler — 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 $104.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$104.0M

Financial planning

Filter by specialty

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

All Wealth5 Planning4 Trusts5 Retirement1 Institutional1

Top advisors in Tyler

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

View all 7 →

MURRAY SECURITIES, INC.

Tyler, TX

AUM

$104.0M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

903-561-5588

Full profile Visit site →

LEGACY GROUP

Tyler, TX

AUM

$89.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

903-534-4900

Full profile Visit site →

BISONWOOD FINANCIAL MANAGEMENT

Tyler, TX

AUM

$61.6M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM

903-593-2396

Full profile Visit site →

BSR LONE STAR GP LLC

Tyler, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

903-593-5221

Full profile Visit site →

CZURAK WEALTH MANAGEMENT, LLC

Tyler, TX

AUM

$45.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM

855-213-6571

Full profileNo website

JONATHAN P.LUNDMARK, CPA,CFP

Tyler, TX

AUM

$2.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

903-561-1040

Full profileNo website

TDL MANAGING PARTNERS, LLC

Tyler, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

972-757-1417

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 Tyler, Texas?: 7 registered investment advisers are listed in our Tyler directory, sourced from public SEC filings.
What types of advisors are in Tyler?: 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 Tyler?: 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.