🤫 Directory · consent-first

Near 78401. Corpus Christi.

7 financial advisors & firms and 0 insurance agents verified near Corpus Christi, TX — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 78401

Herndon Plant Oakley LTD0 mi

RIA firm · Corpus Christi, TX 78401 · Registered investment adviser · $155M AUM

CRD 44971 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Springwater Advisors, LLC0 mi

RIA firm · Corpus Christi, TX 78401 · Registered investment adviser · $75M AUM

CRD 150034 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Oak Tree Wealth Management0 mi

RIA firm · Corpus Christi, TX 78401 · Registered investment adviser · $13M AUM

CRD 164685 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Davidson Capital Management, INC4.7 mi

RIA firm · Corpus Christi, TX 78411 · Registered investment adviser · $630M AUM

CRD 112232 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Stonewater Wealth Management, INC.4.7 mi

RIA firm · Corpus Christi, TX 78411 · Registered investment adviser · $46M AUM

CRD 164953 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Jmjrg, INC. Dba Strategic Wealth Management Group7.2 mi

RIA firm · Corpus Christi, TX 78412 · Registered investment adviser · $14M AUM

CRD 309992 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Office of Heath O. Lauseng16.5 mi

RIA firm · Port Aransas, TX 78373 · Registered investment adviser · $1M AUM

CRD 165438 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to Corpus Christi, 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.

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🤫 Directory · consent-first

Near 78401. Corpus Christi.

7 financial advisors & firms and 0 insurance agents verified near Corpus Christi, TX — every one cited to the regulator, claimable and removable by the person named.

Find your person