Firms by city
Registered investment advisers in Wichita Falls, TX
3 SEC-registered advisers headquartered in Wichita Falls, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
3 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Sentry Management | Wichita Falls, TX | $5.44B |
| Mercantile Advisors I | Wichita Falls, TX | $146M |
| Personal Money Planning | Wichita Falls, TX | $127M |
- Headquarters
- Wichita Falls, TX
- Regulatory AUM
- $5.44B
- Headquarters
- Wichita Falls, TX
- Regulatory AUM
- $146M
- Headquarters
- Wichita Falls, TX
- Regulatory AUM
- $127M
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 Wichita Falls 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.