Investment advisers in Richardson, TX
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Bowie Capital Management, LLC | $2.81 billion | 10 | 0 |
| Generational Wealth Advisors | $568.8 million | 60 | 0 |
| Northill Aims, LLC | $249.5 million | 2 | 0 |
| Bland Garvey Wealth Advisors, LLC | $241.2 million | 5 | 0 |
| Strategic Wealth Planning | $208.6 million | 6 | 0 |
| Gfn Capital Management | $120.1 million | 5 | 0 |
| Ld Lowe Wealth Advisory | $118.8 million | 8 | 0 |
| Lemnis Capital | $97.9 million | 13 | 0 |