Texas · 4 advisers
Financial Advisors in Wichita Falls, Texas
Looking for a financial advisor in Wichita Falls, Texas? Falists indexes 4 SEC-registered and state-registered investment advisers in Wichita Falls — 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 $5.44B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$5.44B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wichita Falls
Ranked by AUM · Fees, team & specialties at a glance
SENTRY MANAGEMENT INC
Wichita Falls, TX
AUM
$5.44B
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
940-696-2100
PERSONAL MONEY PLANNING, LLC
Wichita Falls, TX
AUM
$126.7M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
940-692-6885
BROOKS FINANCIAL SERVICES
Wichita Falls, TX
AUM
—
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
940-691-6669
MERCANTILE INVESTMENT ADVISORS
Wichita Falls, TX
AUM
$146.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
940-723-5565
More cities in Texas
Common questions
- How many financial advisors are in Wichita Falls, Texas?
- 4 registered investment advisers are listed in our Wichita Falls directory, sourced from public SEC filings.
- What types of advisors are in Wichita Falls?
- 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 Wichita Falls?
- 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.