A complete list of active advisors currently associated with Argent Advisors, Inc.

Warmer can help you find a great advisor at Argent Advisors, Inc. or one who fits your needs even better.

Argent Advisors serves a mix of individual clients (both non‑HNW and high‑net‑worth), trusts, estates, charitable organizations and government entities, providing discretionary portfolio management, standalone financial planning, and retirement plan consulting. The firm also offers ERISA 3(21) and 3(38) retirement plan services and is registered as a municipal advisor, enabling it to advise municipalities on funding needs. Argent implements a range of in‑house and delegated strategies, including model portfolios (MAP, PRIME, Retirement Builder, Dividend Focus, Core Equity, and fixed‑income models), dynamic asset allocation, covered‑call overlays, and the use of direct indexing and interval funds where suitable. It routinely allocates assets to affiliated and unaffiliated sub‑advisers (notably ATC and Orleans), treats cash as an asset class, and discloses use of AI tools under an internal policy to support—rather than replace—advisor judgment. What distinguishes Argent from many multi‑team peers is its municipal advisory registration and explicit work with state and municipal clients and public funds, combined with its ownership structure: Argent Trust Company and other entities are affiliates under Argent Financial Group, with ATC serving both as custodian/sub‑advisor for certain models and receiving custody and shareholder servicing fees. The firm’s affiliated relationships and sub‑advisory arrangements, along with operational features such as proxy and class‑action filing services through third‑party providers, create conflicts of interest it discloses and manages.

To learn more about the advisors currently working at Argent Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.