Falists

Texas · 11 advisers

Financial Advisors in Irving, Texas

Looking for a financial advisor in Irving, Texas? Falists indexes 11 SEC-registered and state-registered investment advisers in Irving — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $59.93B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

11

With website

10

Largest AUM

$59.93B

Financial planning

4

Filter by specialty

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

AllWealth7Planning4Trusts6Retirement4Institutional4

Top advisors in Irving

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

View all 11 →

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