City
Wealth management firms in Waco, Texas
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Waco, Texas reported $2.6 billion in regulatory assets under management; the largest by assets was Academy Capital Management, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $2.6 billion
- Average per firm
- $160.2 million
- SEC-registered, of those listed
- 3 of 16 (18.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Academy Capital Management | SEC | $1.2 billion | 996 |
| 2 | Disciplined Investors, L.L.C. | SEC | $941.6 million | 1,632 |
| 3 | Winnacle Wealth, LLC | SEC | $145.0 million | 1,264 |
| 4 | Open Range Financial Group, LLC | State | $77.3 million | 207 |
| 5 | Wardlaw Wealth Management LLC | State | $75.6 million | 200 |
| 6 | Brilliant Financial Strategies LLC | State | $46.2 million | 74 |
| 7 | Investments Plus LLC | State | $37.3 million | 173 |
| 8 | The Aspen Equity Group | State | $36.7 million | 89 |
| 9 | Van Duivendyk Capital Management | State | $26.1 million | 113 |
| 10 | Ecapital Advisors, Inc. | State | $15.6 million | 7 |
| 11 | Noble Advisory Group LLC | State | $2.0 million | 10 |
| 12 | Adam Doty Company | State | $672,800 | 2 |
| 13 | Broken Investing, LLC | State | $60,000 | 6 |
| 14 | 3T Advisors LLC | State | $0 | 0 |
| 15 | Bible & Sovereign Partners Financial Services | State | $0 | 0 |
| 16 | John Wessler & Associates | State | $0 | 0 |
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.