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 generate our top financial advisors list in Abilene, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Abilene. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 generate our top financial advisors list in Abilene, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Abilene. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Top advisors in Texas
AddisonAllenAmarilloArgyleArlingtonAustinBeaumontBedfordBellaireBoerneBryanCedar ParkColleyvilleConroeCoppellCorpus ChristiDallasDentonEl PasoFlower MoundFort WorthFriendswoodFriscoFt. WorthFulshearGalvestonGrand PrairieGrapevineHoustonHurstIrvingKatyKerrvilleKingwoodLakewayLaredoLewisvilleLubbockMansfieldMarble FallsMckinneyMidlandNacogdochesNew BraunfelsNorth Richland HillsPearlandPlanoProsperRichardsonRound RockSan AntonioSouthlakeSpringStaffordSugar LandThe WoodlandsTomballTylerWest Lake HillsWichita FallsIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.