🤫 Directory · consent-first

Near 78501. Mcallen.

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

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Financial

Advisors & firms near 78501

Endurance Financial Planning, LLC0 mi

RIA firm · Mcallen, TX 78501 · Registered investment adviser · $102M AUM

CRD 305583 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Animus Wealth Management, LLC.0 mi

RIA firm · Mcallen, TX 78501 · Registered investment adviser · $12M AUM

CRD 309189 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Idylian Capital0 mi

RIA firm · Mcallen, TX 78501 · Registered investment adviser · $3M AUM

CRD 316887 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Normaltown Financial LLC0 mi

RIA firm · Mcallen, TX 78501 · Registered investment adviser · $1M AUM

CRD 334719 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Walter J. Reyna, INC.4.3 mi

RIA firm · Mcallen, TX 78504 · Registered investment adviser · $75M AUM

CRD 141173 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Vesica Wealth Acquisition4.3 mi

RIA firm · Mcallen, TX 78504 · Registered investment adviser

CRD 335828 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Iwc Financial Planning5.7 mi

RIA firm · Edinburg, TX 78539 · Registered investment adviser

CRD 172090 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kws Advisory Group, LLC5.7 mi

RIA firm · Edinburg, TX 78539 · Registered investment adviser · $9M AUM

CRD 309184 · 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 Mcallen, 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 78501. Mcallen.

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

Find your person