RIA Intel›Advisers›Texas›LARSON FINANCIAL SERVICES, INC.

LARSON FINANCIAL SERVICES, INC.

Advisory

CEDAR PARK, TX

Data as of Jun 4, 2026 · Source: SEC Form ADV

Rank in TX

#1,403

of 2,813 advisers by AUM

Average account

$211K

across 499 accounts

AUM per adviser

$105M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 4, 2026.

Total AUM

$105M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$105M

Discretionary AUM$93M

Non-Discretionary AUM$12M

Discretionary %88.5%

Total Clients176

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

176 clients

39 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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