City
Wealth management firms in Colleyville, Texas
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Colleyville, Texas reported $568.6 million in regulatory assets under management; the largest by assets was Heritage Retirement Advisors, LLC, with $351.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $568.6 million
- Average per firm
- $81.2 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Heritage Retirement Advisors, LLC | SEC | $351.1 million | 349 |
| 2 | Light Capital Management LLC | State | $82.5 million | 126 |
| 3 | Clearpoint Wealth Management | State | $68.0 million | 136 |
| 4 | Chadwick Financial | State | $61.0 million | 394 |
| 5 | Sterling Growth Investments, LLC | State | $5.7 million | 23 |
| 6 | Sawyer Investment Management Company | State | $337,000 | 4 |
| 7 | Bard Investment Group, 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.