RIA IntelAdvisersTexasPRO ADVISORS, LTD. DBA R J PICKLE FINANCIAL SERVICES

PRO ADVISORS, LTD. DBA R J PICKLE FINANCIAL SERVICES

Advisory

TX

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in TX
#2,236
of 2,813 advisers by AUM
Average account
$357K
across 44 accounts
AUM per adviser
$16M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$16M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Partnership
Fiscal Year EndDecember
Operates InTX, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

DRV GROUP INC
SAN ANTONIO, TX
$16M
STOECKER FINANCIAL, INC.
$16M
ECAPITAL ADVISORS, INC.
$16M
CANDOR ASSET ADVISORS, LLC
AUSTIN, TX
$16M
KELLY KLINGAMAN FINANCIAL PLANNING LLC
$16M
ASSETFUSION, LLC
$16M

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