City
Independent RIAs in Addison, Texas
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Addison, Texas reported $207.5 million in regulatory assets under management; the largest by assets was Provident Financial Planning, LLC, with $174.2 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $207.5 million
- Average per firm
- $34.6 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Provident Financial Planning, LLC | SEC | $174.2 million | 343 |
| 2 | Prudent Money Financial Services | State | $30.6 million | 315 |
| 3 | Golconda Capital Management, LLC | State | $2.5 million | 4 |
| 4 | Tradespro LLC | State | $158,000 | 5 |
| 5 | Prime Sentry Wealth Management LLC | State | $51,000 | 9 |
| 6 | Family Freedom Wealth Management, LLC | State | $1,500 | 1 |
Independent RIAs in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.