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Fidelon
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Market Standing · 2026
The most transparent firms in Waco.
31 scored firmsTop 3 recognizedfidelon.com/markets/waco-tx
#1IA-only$60K90.7ARecognized · #1 Firm
2IA-only$20.6M90.2ARecognized · Top 3
3IA-only$15.6M89.9ARecognized · Top 3
4
Winnacle Wealth
CRD 317181
IA-only$145M89.4A—
5IA-only$46.2M88.7A—
6IA-only$3.1M88.7A—
7IA-only$2.1M87.9B+—
8IA-only$37.3M87.8B+—
9IA-only$75.6M87.6B+—
10
3t Advisors
CRD 152246
IA-only—87.3B+—
11IA-only$1.2B86.8B+—
12
Adam Doty
CRD 315125
IA-only$673K86.4B+—
13IA-only$500K85.7B+—
14IA-only$26.1M85.3B+—
15IA-only$942M84.9B+—
16IA-only$36.7M84.7B+—
17IA-only$77.3M84.7B+—
18IA-only$2M83.1B+—
19IA-only—79.4B—
20IA-only—77.5B—
21IA-only—77.5B—
22IA-only—77.5B—
23IA-only—77.5B—
24IA-only—77.5B—
25IA-only—77.5B—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

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.