AdvisorGrade

Financial advisers in Wichita Falls, TX

3 registered investment adviser firms in Wichita Falls managing $5.7B in assets, based on public SEC Form ADV filings.

Sentry Management INC

Wichita Falls, TX · Est. 1990

Regional
Fee-based
AUM
$5.4B
Per adviser
$2.7B
Advisers
2

Mercantile Investment Advisors

Wichita Falls, TX · Est. 2012

Local
Fee-only
AUM
$146M
Per adviser
$73M
Advisers
2

No reported disclosures

Personal Money Planning, LLC

Wichita Falls, TX · Est. 2022

LocalInternational
Fee-based
AUM
$127M
Per adviser
$42M
Advisers
3

No reported disclosures