Texas · 5 advisers
Financial Advisors in Victoria, Texas
Looking for a financial advisor in Victoria, Texas? Falists indexes 5 SEC-registered and state-registered investment advisers in Victoria — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $2.27B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
5
Largest AUM
$2.27B
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Victoria
Ranked by AUM · Fees, team & specialties at a glance
SATHER FINANCIAL GROUP, INC.
Victoria, TX
AUM
$2.27B
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
361-570-1800
KELLER WEALTH ADVISORS
Victoria, TX
AUM
$923.1M
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
361-573-4383
YENDREY WEALTH MANAGEMENT LLC
Victoria, TX
AUM
$11.0M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
361-648-7889
BAUCOM WEALTH MANAGEMENT LLC
Victoria, TX
AUM
$5.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(361) 579-2024
P&P WEALTH MANAGEMENT LLC
Victoria, TX
AUM
$600K
Team
1 advisors
Clients
0
Fees
Percentage of AUM
361-572-4703
More cities in Texas
Common questions
- How many financial advisors are in Victoria, Texas?
- 5 registered investment advisers are listed in our Victoria directory, sourced from public SEC filings.
- What types of advisors are in Victoria?
- 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 Victoria?
- 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.