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Top 4 financial advisor firms in College Station

4 SEC-registered financial advisor firms are headquartered in College Station, TX, with $2.34B in combined regulatory assets under management. The largest by assets are Paragon Advisors ($1.05B), Briaud Financial Planning ($913M) and L & W Financial ($207M).

4
Financial advisor firms
$2.34B
Their combined AUM
$560M
Median firm AUM
1,574
Clients of the top 4

The 4 largest by assets

  1. 1
    Paragon Advisors

    RIA

    $1.05B

  2. 2
    Briaud Financial Planning

    RIA

    $913M

  3. 3
    L & W Financial

    RIA

    $207M

  4. 4
    TDC Capital Advisors

    RIA

    $178M

Profiles of the top 4

No. 1 · RIA

Paragon Advisors

Paragon Advisors is an investment adviser based in College Station, TX, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.05 billion, as filed on 16 July 2026.

Paragon Advisors charges 0.50%–1.20% a year for its Investment Supervisory Management.

Regulatory AUM
$1.05B
Clients
458
Advisory staff
14
Founded
2007
Fee schedule
0.50% to 1.20% a year
Minimum account
$1,000,000
Custodians
Charles Schwab
Headquarters
215 Rock Prairie RD., College Station, TX 77845
Phone
979-693-3907
Website
paragon-adv.com

No. 2 · RIA

Briaud Financial Planning

Briaud Financial Planning is an investment adviser based in College Station, TX, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $913 million, as filed on 12 May 2026.

Briaud Financial Planning charges 0.50%–1.00% a year for its Investment Supervisory Services.

Regulatory AUM
$913M
Clients
279
Advisory staff
6
Founded
1986
Fee schedule
0.50% to 1.00% a year
Minimum account
$1,000,000
Custodians
Charles Schwab, Tiaa-Cref Individual & Institutional Services
Headquarters
1611 Crescent Pointe Parkway, College Station, TX 77845
Phone
979-260-9771
Website
briaud.com

No. 3 · RIA

L & W Financial

L & W Financial is an investment adviser based in College Station, TX, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $207 million, as filed on 13 July 2026.

Regulatory AUM
$207M
Clients
724
Advisory staff
8
Custodians
Capital Client Group, Charles Schwab
Headquarters
511 University DR. E, Suite 210, College Station, TX 77840
Phone
979-431-5440
Website
smithwyatt.com

No. 4 · RIA

TDC Capital Advisors

TDC Capital Advisors is an investment adviser based in College Station, TX, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $178 million, as filed on 10 June 2026.

TDC Capital Advisors charges 0.50%–1.00% a year for its Portfolio management.

Regulatory AUM
$178M
Clients
113
Advisory staff
1
Fee schedule
0.50% to 1.00% a year
Custodians
Fidelity
Headquarters
1598 Copperfield Parkway, College Station, TX 77845
Phone
979-260-9696
Website
tdcadvisors.com

Questions about financial advisors in College Station

How many financial advisor firms are headquartered in College Station?

4 SEC-registered financial advisor firms report their principal office in College Station, TX, managing $2.34B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in College Station?

Paragon Advisors, with $1.05B in regulatory assets under management on its latest Form ADV. The next largest are Briaud Financial Planning ($913M) and L & W Financial ($207M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in College Station?

The median firm manages $560M in regulatory assets. That is the midpoint of the 4 firms headquartered in College Station.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in College Station charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.20% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in College Station?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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