City
Wealth management firms in Addison, Texas
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Addison, Texas reported $435.9 million in regulatory assets under management; the largest by assets was Waterford Capital Investment Advisory Services LLC, with $228.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $435.9 million
- Average per firm
- $62.3 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Waterford Capital Investment Advisory Services LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $228.5 million | 331 |
| 2 | Provident Financial Planning, LLC | SEC | $174.2 million | 343 |
| 3 | Prudent Money Financial Services | State | $30.6 million | 315 |
| 4 | Golconda Capital Management, LLC | State | $2.5 million | 4 |
| 5 | Tradespro LLC | State | $158,000 | 5 |
| 6 | Prime Sentry Wealth Management LLC | State | $51,000 | 9 |
| 7 | Family Freedom Wealth Management, LLC | State | $1,500 | 1 |
Wealth management firms 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.