Firms by city
Registered investment advisers in College Station, TX
4 SEC-registered advisers headquartered in College Station, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Paragon Advisors | College Station, TX | $1.05B |
| Briaud Financial Planning | College Station, TX | $913M |
| L & W Financial | College Station, TX | $207M |
| TDC Capital Advisors | College Station, TX | $178M |
- Headquarters
- College Station, TX
- Regulatory AUM
- $1.05B
- Headquarters
- College Station, TX
- Regulatory AUM
- $913M
- Headquarters
- College Station, TX
- Regulatory AUM
- $207M
- Headquarters
- College Station, TX
- Regulatory AUM
- $178M
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 College Station 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.