Find Top Financial Advisors Near College Station, Texas
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BRIAUD FINANCIAL ADVISORS
BRIAUD FINANCIAL ADVISORS
College Station, Texas
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
WARWICK PARTNERS
Bryan, Texas
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.
M.C. BYRD WEALTH MANAGEMENT, LLC
M.C. BYRD WEALTH MANAGEMENT, LLC
Bellville, Texas
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.
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PARAGON FINANCIAL ADVISORS
PARAGON FINANCIAL ADVISORS
College Station, Texas
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.
TDC CAPITAL ADVISORS, INC.
TDC CAPITAL ADVISORS, INC.
College Station, Texas
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.