City
Independent RIAs in Abilene, Texas
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Abilene, Texas reported $916.6 million in regulatory assets under management; the largest by assets was William Madison Advisors, Inc., with $497.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $916.6 million
- Average per firm
- $152.8 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | William Madison Advisors, Inc. | SEC | $497.7 million | 1,658 |
| 2 | Team Financial Strategies | SEC | $262.0 million | 1,205 |
| 3 | Plan Ahead Financial Management, Inc. | State | $66.4 million | 58 |
| 4 | Jon Bos Financial Advisor LLC | State | $46.8 million | 147 |
| 5 | Simply Human Advisors | State | $23.3 million | 42 |
| 6 | Koda Wealth Management | State | $20.4 million | 179 |
Independent RIAs in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.