Briaud Financial Advisors, a reputable investment advisory firm located in College Station, TX, is dedicated to providing comprehensive financial services to their clients. With a team of 11 skilled professionals, including 5 investment advisors, they offer expert guidance to individuals seeking to optimize their investments. On average, each investment advisor manages around $60.4 million in assets, aligning with industry standards. With over $664.3 million in assets under management, Briaud Financial Advisors serves a diverse clientele of more than 120 individual clients. While the majority of their assets are managed for high net worth individuals, they also possess the capability to manage employer funds, though 401K and individual accounts constitute less than 30% of their total assets under management. The compensation structure at Briaud Financial Advisors encompasses various types, including a percentage of assets under management. This incentivizes the advisors to perform diligently, ensuring the best interests of their clients. Operating from a single office, Briaud Financial Advisors has established a strong local presence and gained the trust of the College Station community. Their longevity in the industry is evidenced by the tenure of advisors like Natalie Pine, Peggy Sherman, and Janet Briaud, who have contributed significantly to the firm's success. With 98% of their managed assets being discretionary, clients can have peace of mind, knowing that Briaud Financial Advisors has the expertise and authority to make informed investment decisions on their behalf. By offering personalized strategies and maintaining a client-centric approach, Briaud Financial Advisors continues to build a reputation as a trusted and reliable financial advisory firm.

Warwick Partners is a small investment advisory firm based out of Bryan, TX. With its single office location, the firm boasts a team of 8 dedicated employees, 3 of whom provide expert investment advisory services. Their knowledge and experience have helped Warwick Partners establish an impressive track record, as they manage an average of $477,660,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure is designed to cater to diverse client needs and includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. Warwick Partners takes pride in its discretionary management approach, with 76% of the assets they oversee falling under this category. The company's stellar reputation has attracted a substantial client base, with over 90 individual clients entrusting them with more than $1,432,990,000 in assets under management. Warwick Partners' success can be attributed, in part, to the expertise of their longest-tenured advisors, including Grant Stucki, Clarence Glover, and Robert Sanders. Committed to providing exceptional investment advisory services, Warwick Partners strives to deliver personalized solutions tailored to each client's unique financial goals and risk tolerance. Through their comprehensive expertise and dedication to their clients' financial well-being, Warwick Partners continues to thrive in the competitive investment advisory industry.

Paragon Financial Advisors, a prominent local investment advisory firm headquartered in College Station, TX, proudly serves over 220 individual clients, managing an impressive portfolio worth more than $480,541,000. With a solid reputation in the industry, Paragon Financial Advisors operates from a single office, offering their expertise to a diverse clientele. While managing employer funds is a core strength, Paragon Financial Advisors also handles 401K and individual accounts, although these represent less than 30% of their substantial assets under management. Notably, all assets under their management are discretionary, instilling confidence in their clients. Catering primarily to high-net-worth individuals, Paragon Financial Advisors has established a solid foothold in the market. Their compensation structure offers flexibility and includes various options such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs. The firm's team comprises 12 dedicated professionals, with eight of them specializing in providing exceptional investment advisory services. With an average of $60,070,000 in assets under management per investment advisor, Paragon Financial Advisors meets the industry standard. Notably, the firm boasts a number of seasoned advisors, including Robert Calhoun, William Tebeaux, and David Hailey, who have contributed significantly to the company's long-standing success. With an unwavering commitment to excellence, Paragon Financial Advisors continues to guide their clients toward achieving their financial goals and building long-term wealth in a constantly evolving market.

J. Mandwelle Capital Management is a highly reputable investment advisory firm headquartered in , . With over 110 individual clients and an impressive $37,480,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Specializing in employer 401Ks and individual investment strategies, they possess extensive experience in this domain. The firm operates from a single office and manages 100% of their clients' assets on a discretionary basis, ensuring a proactive and personalized approach to investment management. Their dedicated team of one employee provides comprehensive investment advisory services, guaranteeing individualized attention and tailored solutions for each client. J. Mandwelle Capital Management's compensation structure encompasses various types, including a percentage of assets under management and hourly charges, offering flexibility and transparency to their clients. Their commitment to excellence is further highlighted by the fact that each investment advisor averages approximately $37,480,000 in assets under management, demonstrating their expertise in handling substantial portfolios. As one of the longest-tenured registered advisors, Jonathan Mandwelle has been an integral part of the firm since 2021, bringing a wealth of knowledge and expertise to the table. With their proven track record, personalized approach, and commitment to delivering exceptional results, J. Mandwelle Capital Management continues to be a leading choice for individuals and employers seeking reliable and effective investment advisory services.

M.C. Byrd Wealth Management, LLC is a distinguished investment advisory firm located in Bellville, TX. With one office, the firm provides comprehensive financial solutions to individuals and employer 401Ks alike. Led by a team of seasoned professionals, M.C. Byrd Wealth Management, LLC has established a strong reputation for delivering sound investment advice. With a total of six dedicated employees, four of whom specialize in investment advisory services, the firm boasts an impressive average of $58,090,000 in assets under management per investment advisor, aligning with industry standards. M.C. Byrd Wealth Management, LLC offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring their clients receive tailored services that suit their individual needs. The firm's expertise in managing employer 401Ks and individual portfolios is evident, as these account for approximately half of their assets under management. Demonstrating their commitment to excellence, M.C. Byrd Wealth Management, LLC exercises discretionary control over 80% of the assets they manage, enabling them to swiftly capitalize on investment opportunities. M.C. Byrd Wealth Management, LLC proudly serves a diverse clientele, catering to over 500 individual clients with a total of $232,366,000 in assets under management. The firm's success is attributed, in part, to their experienced advisors. Notably, the firm boasts long-tenured advisors such as Edith Moreno, Caleb Byrd, and Monte Byrd, who bring a wealth of knowledge and expertise to their clients' financial journeys. With a commitment to personalized service and a focus on achieving their clients' financial goals, M.C. Byrd Wealth Management, LLC stands as a trusted partner in wealth management, offering tailored solutions for long-term financial success.

White Wing Wealth Management, LLC is a highly reputable investment advisory firm located in The Woodlands, TX. With over 110 individual clients and an impressive $102,763,000 in assets under management, they have established themselves as a trusted partner in financial planning and wealth management. This small yet dynamic firm operates from a single office, leveraging their local presence to provide personalized services to their diverse client base. Their expertise lies in managing assets from employer 401Ks and individual portfolios, making them well-versed in the intricacies of this space. All of the assets they manage are handled with discretionary authority, giving clients peace of mind and allowing White Wing Wealth Management to make informed investment decisions on their behalf. White Wing Wealth Management employs a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their goal is to align their interests with those of their clients, ensuring transparency and fostering long-term relationships. The firm consists of a dedicated team of one employee, each providing comprehensive investment advisory services. With an average of approximately $102,760,000 in assets under management per investment advisor, they are in line with industry standards. Notably, Clifton McMillan stands out as one of the firm's longest-tenured registered advisors, having been with the company since 2015. His expertise and experience contribute significantly to the firm's success and client satisfaction. White Wing Wealth Management, LLC strives to deliver exceptional financial guidance and tailored solutions to help their clients achieve their financial goals, making them a trusted choice in the wealth management landscape.

Threadgill Financial, LLC is a highly esteemed investment advisory firm based in Spring, TX, specializing in managing assets for high net worth individuals. With over 230 individual clients and an impressive $283,898,000 in assets under management, the firm has established itself as a trusted partner in wealth management. As a small but robust company, Threadgill Financial operates from two offices and offers comprehensive investment advisory services. While their portfolio comprises less than 30% of 401K and individual accounts, they possess the expertise to efficiently manage employer funds. Notably, all the assets they manage are under the firm's discretion, ensuring focused and strategic investment decisions. Threadgill Financial's compensation structure is designed to align their success with their clients' growth. It includes various types of fees, such as a percentage of assets under management and performance-based fees, reflecting their commitment to delivering exceptional results. With a total of two dedicated employees, each providing investment advisory services, Threadgill Financial maintains an impressive average of approximately $141,950,000 in assets under management per investment advisor, surpassing industry standards. Adam Threadgill and Zachary Threadgill are two of the firm's longest-tenured registered advisors, bringing a wealth of experience and expertise to their clients. Threadgill Financial, LLC takes pride in its client-centric approach, offering personalized strategies tailored to individual financial goals. With a proven track record and a dedication to excellence, the firm continues to empower clients in achieving their long-term financial aspirations.

The Sum, a small investment advisory firm based out of The Woodlands, TX, is dedicated to providing comprehensive financial solutions to its clients. With four highly skilled employees, all specializing in investment advisory services, The Sum offers personalized strategies tailored to meet the unique goals and objectives of each client. With an impressive average of approximately $23,010,000 in assets under management per investment advisor, The Sum demonstrates its expertise in managing substantial portfolios. The firm's compensation structure is designed to align the interests of the advisors with those of their clients, including a percentage of assets under management. Boasting over 20 individual clients, The Sum oversees an impressive $140,307,000 in assets under management. The majority of these assets are held by high net worth individuals seeking expert guidance and investment management. As a discretionary firm, The Sum possesses full authority to make investment decisions on behalf of its clients, ensuring a seamless and efficient investment process. The firm's commitment to professionalism and integrity has garnered a strong reputation within the industry. Headed by a team of experienced professionals, The Sum benefits from the expertise of advisors like Christopher Melber, Paul Rahn, and Marc Laviage, who have demonstrated long-term commitment to the firm and its clients. With a single office in The Woodlands, TX, The Sum offers a personalized and client-centric approach to wealth management, empowering individuals to achieve their financial objectives and secure a prosperous future.

IAS Wealth Management, Inc., based out of The Woodlands, TX, is a highly reputable investment advisory firm serving a diverse clientele. With over 80 individual clients, they manage a substantial $383,356,000 in assets. Specializing in employer 401Ks and individual investments, IAS Wealth Management, Inc. possesses the expertise and qualifications necessary to effectively manage these financial portfolios. The firm prides itself on offering discretionary management for 100% of the assets under their care. This means clients can trust IAS Wealth Management, Inc. to make informed investment decisions on their behalf. Their compensation structure is flexible, with options including a percentage of assets under management, fixed fees, and hourly charges. With a team of six dedicated professionals, four of whom provide investment advisory services, IAS Wealth Management, Inc. ensures personalized attention for each client. Their investment advisors boast an average of approximately $95,840,000 in assets under management, which aligns with the industry average. Notably, the firm has a number of long-tenured advisors, including Jason Henry, Henry Stevens, and John Haynes, who bring a wealth of experience and expertise to their clients. IAS Wealth Management, Inc. continues to build a strong reputation in the financial industry through their commitment to delivering exceptional service, personalized solutions, and prudent investment strategies. Whether individuals or employers seek expert 401K management or comprehensive investment guidance, IAS Wealth Management, Inc. stands as a trusted partner for their financial success.

HFG Wealth Management, LLC, headquartered in The Woodlands, TX, is a prominent investment advisory firm catering to high net worth individuals. With over 580 individual clients and a staggering $403,811,000 in assets under management, HFG provides personalized financial solutions and expert guidance. They operate from two offices, ensuring convenient access for their clientele. In addition to their investment services, HFG Wealth Management also functions as an insurance broker or agent, offering comprehensive coverage options. Although employer-managed funds form a significant portion of their portfolio, 401K and individual accounts represent less than 30% of their assets under management. The firm exercises complete discretion over the 100% of the assets they manage, instilling confidence in their clients' financial affairs. HFG's compensation structure is diverse, comprising a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in their client relationships. HFG Wealth Management boasts a dedicated team of 12 employees, with four advisors specializing in investment advisory services. On average, each investment advisor oversees approximately $100,950,000 in assets under management, aligning with industry standards. The firm takes pride in its experienced advisors, including Kathryn Bates, Bridget Vanyo, and Larry Harvey, who have been serving clients at HFG for an extended period. With a solid reputation and a focus on delivering exceptional financial strategies, HFG Wealth Management, LLC is committed to providing their clients with comprehensive wealth management solutions tailored to their unique needs.

TDC Capital Advisors, Inc., a small investment advisory firm headquartered in College Station, TX, is committed to delivering comprehensive investment solutions to its clients. With a team of four dedicated professionals, TDC Capital Advisors specializes in providing investment advisory services to a diverse clientele. Their expertise and personalized approach have enabled them to accumulate an impressive $145,151,000 in assets under management from over 60 individual clients. TDC Capital Advisors' compensation structure caters to their clients' unique needs and preferences. Their payment options include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. Their skilled investment advisors, including James Larkin, Ronnie Craig, and Dillard Leverkuhn, bring extensive industry experience and are committed to achieving the financial goals of their clients. While primarily serving high net worth individuals, TDC Capital Advisors also possesses the expertise and capabilities to manage employer funds. Although 401K and individual accounts account for less than 30% of their assets under management, their comprehensive services extend to these areas as well. With one office in College Station, TDC Capital Advisors offers a local presence that enables them to build strong relationships with their clients. Their average assets under management per investment advisor stand at an impressive $31,300,000, reflecting their commitment to managing substantial portfolios. As TDC Capital Advisors continues to provide sound investment advice and build enduring client partnerships, they remain dedicated to delivering exceptional financial solutions tailored to the unique needs of each client.