Firms by city
Registered investment advisers in Waco, TX
4 SEC-registered advisers headquartered in Waco, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Academy Capital Management | Waco, TX | $1.16B |
| Disciplined Investors | Waco, TX | $942M |
| JTS Fund Advisors | Waco, TX | $156M |
| Winnacle Wealth | Waco, TX | $145M |
- Headquarters
- Waco, TX
- Regulatory AUM
- $1.16B
- Headquarters
- Waco, TX
- Regulatory AUM
- $942M
- Headquarters
- Waco, TX
- Regulatory AUM
- $156M
- Headquarters
- Waco, TX
- Regulatory AUM
- $145M
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 Waco 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.