Texas · 4 advisers
Financial Advisors in Longview, Texas
Looking for a financial advisor in Longview, Texas? Falists indexes 4 SEC-registered and state-registered investment advisers in Longview — 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 $27.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$27.3M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Longview
Ranked by AUM · Fees, team & specialties at a glance
TRIO ADVISORS LONGVIEW LLC
Longview, TX
AUM
$27.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
903-759-9858
BELONGING WEALTH MANAGEMENT
Longview, TX
AUM
$10.8M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
903-471-0624
ROSE WEALTH, LLC
Longview, TX
AUM
$5.9M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(903) 331-0438
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Common questions
- How many financial advisors are in Longview, Texas?
- 4 registered investment advisers are listed in our Longview directory, sourced from public SEC filings.
- What types of advisors are in Longview?
- 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 Longview?
- 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.