City
Wealth management firms in Allen, Texas
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 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
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 |
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.