Falists

Texas · 10 advisers

Financial Advisors in Round Rock, Texas

Looking for a financial advisor in Round Rock, Texas? Falists indexes 10 SEC-registered and state-registered investment advisers in Round Rock — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $174.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

10

With website

9

Largest AUM

$174.9M

Financial planning

7

Filter by specialty

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

AllWealth9Planning7Trusts7Retirement5Institutional3

Top advisors in Round Rock

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

View all 10 →

INKED INVESTMENTS

Round Rock, TX

AUM

$901K

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

512-786-0835

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