Texas · 4 advisers
Financial Advisors in Rockwall, Texas
Looking for a financial advisor in Rockwall, Texas? Falists indexes 4 SEC-registered and state-registered investment advisers in Rockwall — 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 $305.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$305.5M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Rockwall
Ranked by AUM · Fees, team & specialties at a glance
LIFETIME WEALTH MANAGEMENT P.C.
Rockwall, TX
AUM
$216.9M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
972-771-0650
ROCKWALL WEALTH ADVISORS
Rockwall, TX
AUM
$36.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-923-5237
CRESTVIEW WEALTH MANAGEMENT, LLC
Rockwall, TX
AUM
$32.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(469) 338-5333
ROCKWALL WEALTH MANAGEMENT
Rockwall, TX
AUM
$305.5M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-771-1472
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Common questions
- How many financial advisors are in Rockwall, Texas?
- 4 registered investment advisers are listed in our Rockwall directory, sourced from public SEC filings.
- What types of advisors are in Rockwall?
- 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 Rockwall?
- 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.