RIA Intel›Advisers›Texas›EDWARDS FINANCIAL & INSURANCE SERVICES, LLC

EDWARDS FINANCIAL & INSURANCE SERVICES, LLC

Advisory

TX

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in TX
#2,542
of 2,813 advisers by AUM
Average account
$27K
across 157 accounts
AUM per adviser
$2M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$4M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients157
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

ROGERS CAPITAL ADVISORS, LLC
$4M
PRIAD.COM INVESTMENT ADVISERS,L.L.C.
$4M
COMPENDIUM WEALTH ADVISORS, LLC
AUSTIN, TX
$4M
PEGASUS WEALTH MANAGEMENT, LLC
$4M
RANGER ALTERNATIVE MANAGEMENT II, LP
DALLAS, TX
$4M
-57.3% 1Y
EVENING STAR LLC
$4M

Get the full picture on EDWARDS FINANCIAL & INSURANCE SERVICES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EDWARDS FINANCIAL & INSURANCE SERVICES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans