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
$686,077,582 8 advisors
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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.

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Methodology

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.
    See full profile

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 advisor

Methodology

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.

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