Investment advisers in Plano, TX

37 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in TX

Firm	Assets	Employees	Disclosures
Fisher Investments	$386.67 billion	4,369	0
Catalyst Strategic Solutions	$52.37 billion	7	0
Retirement Planners of America	$3.59 billion	126	0
Sfmg Wealth Advisors	$2.96 billion	39	0
Astra Wealth Management Group	$1.57 billion	17	0
Parkway Wealth Management Group, LLC	$1.22 billion	27	0
Insight Wealth Partners	$1.12 billion	16	0
Moss, Luse & Womble, LLC	$803.2 million	42	0
Urban Fund Management, LLC	$767.8 million	67	0
Wealthstar Advisors, LLC	$723.6 million	8	0
Valinor Wealth Management	$678.3 million	1	0
The Watchman Group, Inc.	$639.7 million	8	0
Nexus One Financial Advisors LLC	$552.0 million	10	0
Tfr Capital	$403.1 million	9	2
Cmg Wealth Management	$379.4 million	5	0
Legacy Consulting Group	$378.6 million	4	0
Lifeway Financial Corporation	$358.7 million	5	0
Crescent Advisor Group, Inc.	$344.4 million	18	0
Lake Whillans Capital Partners LLC	$311.9 million	5	0
Nfwm	$311.9 million	2	0
Schlegel Dunn LLC	$279.1 million	4	0
Sk Advisor Network, LLC	$271.5 million	2	0
Redwood Family Wealth LLC	$258.5 million	4	0
Tevis Investment Management, LLC	$234.8 million	1	0
Vann Equity Management LLC	$231.2 million	5	0
Strategic Financial Planning, Inc.	$220.6 million	3	0
White Rock Oil & Gas Holdings, LLC	$205.1 million	10	0
Fulcrum Wealth Management	$192.8 million	4	0
Mytimeequity	$184.0 million	7	0
Spectrum Advisors, Inc.	$160.0 million	9	1
Peak American Investment Advisors, Inc.	$149.0 million	10	0
Pmg Family Office, LLC	$144.0 million	2	0
Eubank, Hutson & Associates, LLC	$137.7 million	2	0
Gurufocus Investments, LLC	$35.8 million	1	0
Bbae Advisors LLC	$1.2 million	3	0
White Rock Resources Holdings, LLC	$0	9	0
Alphaengine Global Investment Solution LLC	$0	4	0