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Independent RIAs in Allen, Texas

As of October 2, 2026, 21 independent wealth management RIAs with their main office in Allen, Texas reported $2.8 billion in regulatory assets under management; the largest by assets was Assetbuilder, Inc., with $812.7 million.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
21
Regulatory assets under management
$2.8 billion
Average per firm
$131.2 million
SEC-registered, of those listed
6 of 21 (28.6%)

Firms by assets

#FirmRegistrationRAUMAccounts
1 Assetbuilder, Inc. SEC $812.7 million 1,665
2 Steadtrust SEC $618.1 million 1,267
3 Act Wealth Management, LLC SEC $568.8 million 616
4 Revere Asset SEC $407.9 million 1,110
5 New Dimensions Wealth Management, L.L.C. SEC $181.5 million 508
6 Velaga Advisors State $32.0 million 59
7 Exemplar Wealth Partners LLC State $24.2 million 29
8 Money Calculus LLC State $21.9 million 6
9 Think Different Wealth Advisors LLC State $20.2 million 98
10 Maguire Stewardship Partners State $17.8 million 241
11 Blackbox Capital Management LLC State $13.5 million 63
12 Clear and Simple Financial Group LLC State $10.1 million 47
13 The Wealth Observatory State $9.6 million 34
14 Monument Retirement & Wealth Advisory, LLC State $7.9 million 30
15 Tigris Consulting LLC State $6.0 million 120
16 Blue Rock Capital State $3.6 million 62
17 Cadence Financial Advisors, LLC State $0 0
18 First Choice Financial Planning LLC State $0 0
19 Fortify Financial SEC $0 0
20 High Flight Financial LLC State $0 0
21 Kopkin Capital Management, LLC State $0 0

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.