Top financial advisors in Abilene, TX
We've curated a list of the best financial advisors in Abilene, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $686,077,582 Number of advisors 8 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Abilene, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Softvest Advisors
Softvest Advisors is a financial advisory firm based in Abilene, Texas. It currently has approximately $686,077,582 of assets under management and employs about 8 people. Softvest Advisors uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and carried interest in some of the advised funds, see part 2a..
$686,077,582 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
CARRIED INTEREST IN SOME OF THE ADVISED FUNDS, SEE PART 2A.
Services offered
Portfolio Management For Pooled Investment Vehicles
Provide Analysis To An Independent Insurance Company Upon Request Related To A Fixed Income Portfolio.
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Abilene, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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