Market Standing · 2026
Financial advisory firms in San Angelo
This market is not yet large enough to award a market rank — Fidelon names a leader once a market has at least 20 scored firms, enough of a field for the ranking to mean something. Every firm scored here is listed below on the same standard; recognition opens as coverage grows.
Current standings · top 5 of 5
Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.
Top advisers in San Angelo
Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.
- 1CHARLES DREHER ROBERTSONSign in to view — freePLAGENS & TAYLOR WEALTH MANAGEMENT · San Angelo, TX
- 2JUSTIN MICHAEL OWENSign in to view — freeOUTLIER FINANCIAL PARTNERS, LLC · San Angelo, TX
- 3Edward Charles YaleSign in to view — freeSTRATEGIC FINANCIAL CONCEPTS, LLC · San Angelo, TX
- 4ZACHARY CALEB REYESSign in to view — freeCIRCADIA FINANCIAL PLANNING · San Angelo, TX
- 5KATY LIN TAYLORSign in to view — freePLAGENS & TAYLOR WEALTH MANAGEMENT · San Angelo, TX
- 6SPENCER JUDSON PLAGENSSign in to view — freePLAGENS & TAYLOR WEALTH MANAGEMENT · San Angelo, TX
- 7Levi Taylor CalhounSign in to view — freeOUTLIER FINANCIAL PARTNERS, LLC · San Angelo, TX
- 8Nathan GranzinSign in to view — freeOUTLIER FINANCIAL PARTNERS, LLC · San Angelo, TX
- 9Rusty Joe TaylorSign in to view — freePLAGENS & TAYLOR WEALTH MANAGEMENT · San Angelo, TX
- 10Flynn McNabbSign in to view — freePLAGENS & TAYLOR WEALTH MANAGEMENT · San Angelo, TX