City
Wealth management firms in College Station, Texas
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in College Station, Texas reported $2.6 billion in regulatory assets under management; the largest by assets was Paragon Financial Advisors, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $2.6 billion
- Average per firm
- $321.5 million
- SEC-registered, of those listed
- 4 of 8 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Paragon Financial Advisors | SEC | $1.0 billion | 2,696 |
| 2 | Briaud Financial Advisors | SEC | $912.8 million | 2,441 |
| 3 | Smith & Wyatt | SEC | $207.5 million | 724 |
| 4 | TDC Capital Advisors, Inc. | SEC | $177.6 million | 217 |
| 5 | Traditions Wealth Advisors, LLC. | State | $94.8 million | 247 |
| 6 | CGM Investment Management | State | $84.6 million | 18 |
| 7 | McWhorter Capital Investments | State | $49.4 million | 117 |
| 8 | Jmcmahan LLC | State | $74,993 | 7 |
Wealth management firms 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.