Top advisors in Wichita Falls
We’ve curated a list of the best financial advisors in Wichita Falls, take a look at it below
Find an advisor in Wichita Falls| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $233,294,236 | 5 advisors | ||
| 2 | $105,652,885 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Wichita Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wichita Falls. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Sentry Management Inc
Assets under management
$233,294,236
Fee structure
A percentage of assets under your management
Fixed fees
TRANSACTION BASED FEE ON MUNICIPAL BOND ISSUES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Security Ratings Or Pricing Services
Educational Seminars/workshops
2. Mercantile Investment Advisors
Assets under management
$105,652,885
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Your first meeting is free.