14 financial advisors & firms and 0 insurance agents verified near Waco, TX — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Waco, TX 76710 · Registered investment adviser · $1.2B AUM
CRD 105008 · verify at the regulator
RIA firm · Waco, TX 76710 · Registered investment adviser · $26M AUM
CRD 114748 · verify at the regulator
RIA firm · Waco, TX 76710 · Registered investment adviser · $37M AUM
CRD 118282 · verify at the regulator
RIA firm · Waco, TX 76710 · Registered investment adviser
CRD 140420 · verify at the regulator
RIA firm · Waco, TX 76710 · Registered investment adviser · $2M AUM
CRD 282307 · verify at the regulator
RIA firm · Waco, TX 76710 · Registered investment adviser · $156M AUM
CRD 283677 · verify at the regulator
RIA firm · Waco, TX 76701 · Registered investment adviser · $99M AUM
CRD 13037 · verify at the regulator
RIA firm · Waco, TX 76701 · Registered investment adviser · $942M AUM
CRD 114614 · verify at the regulator
RIA firm · Waco, TX 76701 · Registered investment adviser · $77M AUM
CRD 175296 · verify at the regulator
RIA firm · Waco, TX 76701 · Registered investment adviser · $60k AUM
CRD 337292 · verify at the regulator
RIA firm · Waco, TX 76712 · Registered investment adviser · $21M AUM
CRD 306040 · verify at the regulator
RIA firm · Waco, TX 76712 · Registered investment adviser · $76M AUM
CRD 315408 · verify at the regulator
RIA firm · Waco, TX 76712 · Registered investment adviser · $145M AUM
CRD 317181 · verify at the regulator
RIA firm · Waco, TX 76705 · Registered investment adviser
CRD 299244 · verify at the regulator
Verified advisors and insurance agents in the places closest to Waco, TX.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.