How many financial advisors are in Abilene, Texas?

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

How do financial advisors in Abilene charge fees?

Fee structures vary by firm. In Abilene, 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 Abilene?

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 Abilene, Texas

Looking for a financial advisor in Abilene, Texas? Falists indexes 7 SEC-registered and state-registered investment advisers in Abilene — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $4.13B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$4.13B

Financial planning

Filter by specialty

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

All Wealth6 Planning4 Trusts5 Retirement3 Institutional3

Top advisors in Abilene

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

View all 7 →

Abilene, TX

AUM

—

Team

1 advisors

Clients

—

Fees

REFERRAL FEE

325-232-8595

Full profile Visit site →

SOFTVEST ADVISORS

Abilene, TX

AUM

$788.2M

Wealth Mgmt

Team

7 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

325-677-6177

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