Financial advisers in Addison, TX
7 registered investment adviser firms in Addison managing $2.5B in assets, based on public SEC Form ADV filings.
Pcim Realty Advisors, LLC
Addison, TX · Est. 2022
Local
- AUM
- $1.2B
- Per adviser
- $77M
- Advisers
- 16
No reported disclosures
Foundation Energy Management
Addison, TX · Est. 2012
Local
- AUM
- $270M
- Per adviser
- $27M
- Advisers
- 10
No reported disclosures
Redwood Family Wealth LLC
Addison, TX · Est. 2025
LocalInternational
- AUM
- $259M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Waterford Capital Investment Advisory Services LLC
Addison, TX · Est. 2017
Local
- AUM
- $228M
- Per adviser
- $228M
- Advisers
- 1
No reported disclosures
Provident Financial Planning, LLC
Addison, TX · Est. 2022
Regional
- AUM
- $174M
- Per adviser
- $87M
- Advisers
- 2
No reported disclosures
Focus 401 (K) Group, LLC
Addison, TX · Est. 2014
Local
- AUM
- $170M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Phoenix Capital Realty Advisors, LLC
Addison, TX · Est. 2012
Local
- AUM
- $156M
- Per adviser
- $10M
- Advisers
- 16
No reported disclosures