Texas · 4 advisers
Financial Advisors in Bryan, Texas
Looking for a financial advisor in Bryan, Texas? Falists indexes 4 SEC-registered and state-registered investment advisers in Bryan — 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 $2.48B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$2.48B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Bryan
Ranked by AUM · Fees, team & specialties at a glance
WARWICK PARTNERS
Bryan, TX
AUM
$2.48B
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(979) 260-9777
CHARIS LEGACY PARTNERS
Bryan, TX
AUM
$132.7M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
979-406-7875
EVIDENCE WEALTH, LLC
Bryan, TX
AUM
$56.8M
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(979) 690-9406
More cities in Texas
Common questions
- How many financial advisors are in Bryan, Texas?
- 4 registered investment advisers are listed in our Bryan directory, sourced from public SEC filings.
- What types of advisors are in Bryan?
- 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 Bryan?
- 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.