Financial advisers in Richardson, TX
7 registered investment adviser firms in Richardson managing $4.2B in assets, based on public SEC Form ADV filings.
Bowie Capital Management, LLC
Richardson, TX · Est. 2014
RegionalInternational
- AUM
- $2.8B
- Per adviser
- $702M
- Advisers
- 4
No reported disclosures
Generational Wealth Advisors
Richardson, TX · Est. 2007
Local
- AUM
- $569M
- Per adviser
- $52M
- Advisers
- 11
No reported disclosures
Northill Aims, LLC
Richardson, TX · Est. 2025
Local
- AUM
- $249M
- Per adviser
- $125M
- Advisers
- 2
No reported disclosures
Bland Garvey Wealth Advisors, LLC
Richardson, TX · Est. 2009
Local
- AUM
- $241M
- Per adviser
- $60M
- Advisers
- 4
No reported disclosures
Strategic Wealth Planning
Richardson, TX · Est. 2009
Local
- AUM
- $209M
- Per adviser
- $209M
- Advisers
- 1
No reported disclosures
Ld Lowe Wealth Advisory
Richardson, TX · Est. 2005
Local
- AUM
- $119M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Lemnis Capital
Richardson, TX · Est. 2026
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 13
No reported disclosures