#1Warwick Partners
WARWICK INVESTMENT MANAGEMENT, INC.
Serves this area from Bryan, TX (22 mi)
Retirement Plan Advisors in Grimes County, TX
The top-ranked retirement plan advisors serving Grimes County, TX are Warwick Partners, Charis Legacy Partners and Oakstreet Wealth Management, Inc.. We list 7 retirement plan advisors serving Grimes County, TX. 7 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Grimes County, TX. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Grimes County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Warwick Partners | SEC-registered investment adviser (CRD)#105951 | Bryan, TX (22 mi) | (979) 260-9777 |
| 2 | Charis Legacy Partners | SEC-registered investment adviser (CRD)#311968 | Bryan, TX (22 mi) | (979) 406-7875 |
| 3 | Oakstreet Wealth Management, Inc. | SEC-registered investment adviser (CRD)#288723 | TX | (800) 803-9885 |
| 4 | Peirce Capital Management, LLC | SEC-registered investment adviser (CRD)#142654 | The Woodlands, TX (39 mi) | (281) 858-3524 |
| 5 | Legacy Capital | SEC-registered investment adviser (CRD)#332184 | The Woodlands, TX (40 mi) | (281) 595-1990 |
| 6 | Bison Investment Advisors, LLC | SEC-registered investment adviser (CRD)#149775 | The Woodlands, TX (41 mi) | (281) 665-3616 |
| 7 | Waterway Wealth Management, L.L.C. | SEC-registered investment adviser (CRD)#164975 | The Woodlands, TX (42 mi) | (281) 363-0000 |
#2Charis Legacy Partners
CHARIS LEGACY PARTNERS, LLCServes this area from Bryan, TX (22 mi)#3Oakstreet Wealth Management, Inc.
OAKSTREET WEALTH MANAGEMENT, INC.Serves this area from TX#4Peirce Capital Management, LLC
PEIRCE CAPITAL MANAGEMENT, LLCServes this area from The Woodlands, TX (39 mi)#5Legacy Capital
LEGACY CAPITAL WEALTH MANAGEMENT, LLCServes this area from The Woodlands, TX (40 mi)#6Bison Investment Advisors, LLC
BISON INVESTMENT ADVISORS, LLCServes this area from The Woodlands, TX (41 mi)#7Waterway Wealth Management, L.L.C.
WATERWAY WEALTH MANAGEMENT, L.L.C.Serves this area from The Woodlands, TX (42 mi)
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Frequently asked questions
How many retirement plan advisors serve Grimes County?
We list 7 retirement plan advisors serving Grimes County, TX: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Grimes County?
The top-ranked retirement plan advisors serving Grimes County, TX are Warwick Partners, Charis Legacy Partners, Oakstreet Wealth Management, Inc., Peirce Capital Management, LLC and Legacy Capital. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Grimes County are verified against official records?
7 of the top 7 match an active official record: Warwick Partners (U.S. Securities and Exchange Commission), Charis Legacy Partners (U.S. Securities and Exchange Commission), Oakstreet Wealth Management, Inc. (U.S. Securities and Exchange Commission), Peirce Capital Management, LLC (U.S. Securities and Exchange Commission) and Legacy Capital (U.S. Securities and Exchange Commission), and 2 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Navasota, Plantersville, Pinebrook, Bedias, Iola, Anderson, Shiro, Richards, Todd Mission