Top financial advisors in Bryan, TX
We’ve curated a list of the best financial advisors in Bryan, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,096,038,896
Number of advisors
8 advisors
| $1,096,038,896 | 8 advisors | |
| 2 |
Assets under management
$103,581,862
Number of advisors
6 advisors
| $103,581,862 | 6 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.
Methodology
To generate our top financial advisors list in Bryan, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bryan. 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.
Warwick Partners
Warwick Partners is a financial advisor firm located at 4444 Carter Creek Parkway in Bryan, Texas. The firm was established in 1982 and requires its advisors to have a bachelor's degree and additional coursework in financial planning and tax planning. Advisors at Warwick Partners hold various professional certifications, including Certified Financial Planner (CFP®) and Chartered Mutual Fund Counselor (CMFC®). The firm's advisors have met rigorous certification requirements, such as completing specific education, passing exams, and meeting work experience criteria. Robert Bruce Sanders, CFP®, born on April 7, 1967, has been with Warwick Partners since 2003. Hays Glover, CMFC®, born on July 21, 1955, is the President and Chief Compliance Officer, overseeing the firm's operations. Grant Stucki, CFP®, born on September 17, 1987, joined Warwick Partners in October 2020 as a Senior Planner. Warwick Partners emphasizes professional standards and ongoing education for its advisors. Clients can expect personalized financial planning services tailored to their needs, with advisors supervised by experienced professionals within the firm. For more information, clients can visit the SEC's website or contact Warwick Partners directly at 979.260.9777 or [email protected].
$1,096,038,896 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Smith & Wyatt
Smith & Wyatt, operating under L & W Financial, LLC, is a registered investment adviser based in College Station, Texas, established in December 2016. The firm offers financial planning and consulting services tailored to individual needs, with a fixed fee structure for financial planning and hourly rates for single subject planning. Portfolio management services are provided on a discretionary basis, with fees ranging from 0.25% to 1.5% based on account size. The firm primarily advises on mutual funds and ETFs, with assets under management totaling $153,109,670 in discretionary and $5,467,556 in non-discretionary assets as of December 31, 2024. Smith & Wyatt does not accept performance-based fees, participates in side-by-side management, or engages in directed brokerage. Clients include individuals, high net worth individuals, and corporations, with no minimum account size required. The firm's investment strategies include charting analysis, fundamental analysis, cyclical analysis, and long-term purchases, with a focus on client-specific financial situations and objectives. Smith & Wyatt exercises limited custody over client funds, with no physical custody, and does not vote proxies on behalf of clients. The firm maintains strict adherence to a Code of Ethics and does not have any disciplinary disclosures.
$103,581,862 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SET UP FEE
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSolicitor
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.
Methodology
To generate our top financial advisors list in Bryan, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bryan. 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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