AdvisorGrade

Financial advisers in Frisco, TX

9 registered investment adviser firms in Frisco managing $13.2B in assets, based on public SEC Form ADV filings.

Tectonic Advisors LLC

Frisco, TX · Est. 2006

Regional
Fee-only
AUM
$5.1B
Per adviser
$1.7B
Advisers
3

No reported disclosures

Cain, Watters & Associates, LLC

Frisco, TX · Est. 1991

Regional
Fee-based
AUM
$5.0B
Per adviser
$59M
Advisers
86

No reported disclosures

Quadcap Wealth Management, LLC

Frisco, TX · Est. 2014

Local
Fee-based
AUM
$1.3B
Per adviser
$74M
Advisers
18

No reported disclosures

Bsip Slp Gp, LLC

Frisco, TX · Est. 2023

Local
Fee-only
AUM
$1.1B
Per adviser
$62M
Advisers
17

No reported disclosures

Brindle & Bay Financial Advisors, LLC

Frisco, TX · Est. 2024

Local
Fee-based
AUM
$185M
Per adviser
$62M
Advisers
3

No reported disclosures

Kingstone Capital Partners Texas, LLC

Frisco, TX · Est. 2020

Regional
Fee-based
AUM
$182M
Per adviser
$26M
Advisers
7

No reported disclosures

Stonebridge Wealth Management, LLC

Frisco, TX · Est. 2022

Local
Fee-only
AUM
$135M
Per adviser
$135M
Advisers
1

No reported disclosures

Wave Wealth Management, LLC

Frisco, TX · Est. 2024

Local
Fee-based
AUM
$134M
Per adviser
$67M
Advisers
2

No reported disclosures

Clairalpha Advisors LLC

Frisco, TX · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures