Financial advisers in Plano, TX
34 registered investment adviser firms in Plano managing $458.4B in assets, based on public SEC Form ADV filings.
Fisher Investments
Plano, TX · Est. 1987
- AUM
- $386.7B
- Per adviser
- $198M
- Advisers
- 1,948
No reported disclosures
Catalyst Strategic Solutions
Plano, TX · Est. 1989
- AUM
- $52.4B
- Per adviser
- $8.7B
- Advisers
- 6
No reported disclosures
Retirement Planners Of America
Plano, TX · Est. 2011
- AUM
- $3.6B
- Per adviser
- $138M
- Advisers
- 26
No reported disclosures
Sfmg Wealth Advisors
Plano, TX · Est. 1993
- AUM
- $3.0B
- Per adviser
- $185M
- Advisers
- 16
No reported disclosures
Astra Wealth Management Group
Plano, TX · Est. 2023
- AUM
- $1.6B
- Per adviser
- $131M
- Advisers
- 12
No reported disclosures
Parkway Wealth Management Group, LLC
Plano, TX · Est. 2025
- AUM
- $1.2B
- Per adviser
- $76M
- Advisers
- 16
No reported disclosures
Insight Wealth Partners
Plano, TX · Est. 2010
- AUM
- $1.1B
- Per adviser
- $70M
- Advisers
- 16
No reported disclosures
Moss, Luse & Womble, LLC
Plano, TX · Est. 2019
- AUM
- $803M
- Per adviser
- $38M
- Advisers
- 21
No reported disclosures
Urban Fund Management, LLC
Plano, TX · Est. 2013
- AUM
- $768M
- Per adviser
- $77M
- Advisers
- 10
No reported disclosures
Wealthstar Advisors, LLC
Plano, TX · Est. 2014
- AUM
- $724M
- Per adviser
- $90M
- Advisers
- 8
No reported disclosures
Tyme Advisors
Plano, TX · Est. 2024
- AUM
- $678M
- Per adviser
- $678M
- Advisers
- 1
No reported disclosures
The Watchman Group, INC.
Plano, TX · Est. 2005
- AUM
- $640M
- Per adviser
- $160M
- Advisers
- 4
No reported disclosures
Nexus One Financial Advisors LLC
Plano, TX · Est. 2025
- AUM
- $552M
- Per adviser
- $110M
- Advisers
- 5
No reported disclosures
Tfr Capital
Plano, TX · Est. 2024
- AUM
- $403M
- Per adviser
- $81M
- Advisers
- 5
Cmg Wealth Management
Plano, TX · Est. 2020
- AUM
- $379M
- Per adviser
- $95M
- Advisers
- 4
No reported disclosures
Legacy Consulting Group
Plano, TX · Est. 2000
- AUM
- $379M
- Per adviser
- $95M
- Advisers
- 4
No reported disclosures
Lifeway Financial Corporation
Plano, TX · Est. 2003
- AUM
- $359M
- Per adviser
- $179M
- Advisers
- 2
No reported disclosures
Crescent Advisor Group, INC.
Plano, TX · Est. 2023
- AUM
- $344M
- Per adviser
- $19M
- Advisers
- 18
No reported disclosures
Lake Whillans Capital Partners LLC
Plano, TX · Est. 2018
- AUM
- $312M
- Per adviser
- $78M
- Advisers
- 4
No reported disclosures
Nfwm
Plano, TX · Est. 2021
- AUM
- $312M
- Per adviser
- $156M
- Advisers
- 2
No reported disclosures
Schlegel Dunn LLC
Plano, TX · Est. 2025
- AUM
- $279M
- Per adviser
- $93M
- Advisers
- 3
No reported disclosures
Sk Advisor Network, LLC
Plano, TX · Est. 2021
- AUM
- $272M
- Per adviser
- $136M
- Advisers
- 2
No reported disclosures
Tevis Investment Management, LLC
Plano, TX · Est. 2021
- AUM
- $235M
- Per adviser
- $235M
- Advisers
- 1
No reported disclosures
Vann Equity Management LLC
Plano, TX · Est. 2015
- AUM
- $231M
- Per adviser
- $46M
- Advisers
- 5
No reported disclosures
Strategic Financial Planning, INC.
Plano, TX · Est. 2021
- AUM
- $221M
- Per adviser
- $74M
- Advisers
- 3
No reported disclosures
White Rock Oil & Gas Holdings, LLC
Plano, TX · Est. 2016
- AUM
- $205M
- Per adviser
- $51M
- Advisers
- 4
No reported disclosures
Fulcrum Wealth Management
Plano, TX · Est. 2014
- AUM
- $193M
- Per adviser
- $64M
- Advisers
- 3
No reported disclosures
Spectrum Advisors, INC.
Plano, TX · Est. 2022
- AUM
- $160M
- Per adviser
- $32M
- Advisers
- 5
No reported disclosures
Peak American Investment Advisors, INC.
Plano, TX · Est. 2025
- AUM
- $149M
- Per adviser
- $15M
- Advisers
- 10
No reported disclosures
Pmg Family Office, LLC
Plano, TX · Est. 2024
- AUM
- $144M
- Per adviser
- $72M
- Advisers
- 2
No reported disclosures
Eubank, Hutson & Associates, LLC
Plano, TX · Est. 2015
- AUM
- $138M
- Per adviser
- $69M
- Advisers
- 2
No reported disclosures
Gurufocus Investments, LLC
Plano, TX · Est. 2021
- AUM
- $36M
- Per adviser
- $36M
- Advisers
- 1
No reported disclosures
Bbae Advisors LLC
Plano, TX · Est. 2015
- AUM
- $1M
- Per adviser
- —
- Advisers
- —
No reported disclosures
White Rock Resources Holdings, LLC
Plano, TX · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures