3 financial advisors & firms and 0 insurance agents verified near Fredericksburg, TX — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Fredericksburg, TX 78624 · Registered investment adviser · $824M AUM
CRD 291007 · verify at the regulator
RIA firm · Fredericksburg, TX 78624 · Registered investment adviser · $7M AUM
CRD 325722 · verify at the regulator
RIA firm · Fredericksburg, TX 78624 · Registered investment adviser · $445M AUM
CRD 328102 · verify at the regulator
Verified advisors and insurance agents in the places closest to Fredericksburg, 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.