Firms by city
Registered investment advisers in Cedar Park, TX
4 SEC-registered advisers headquartered in Cedar Park, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| TrueFG | Cedar Park, TX | $409M |
| Donato Wealth Management, PLLC | Cedar Park, TX | $349M |
| Boyce & Associates Wealth Consulting | Cedar Park, TX | $245M |
| IronOak Wealth | Cedar Park, TX | $162M |
- Headquarters
- Cedar Park, TX
- Regulatory AUM
- $409M
- Headquarters
- Cedar Park, TX
- Regulatory AUM
- $349M
- Headquarters
- Cedar Park, TX
- Regulatory AUM
- $245M
- Headquarters
- Cedar Park, TX
- Regulatory AUM
- $162M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Cedar Park on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Texas.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.