City
Wealth management firms in Coppell, Texas
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Coppell, Texas reported $3.2 billion in regulatory assets under management; the largest by assets was CFO4LIFE, with $1.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $3.2 billion
- Average per firm
- $249.6 million
- SEC-registered, of those listed
- 4 of 13 (30.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | CFO4LIFE | SEC | $1.9 billion | 3,279 |
| 2 | Main Street Retirement Planning, LLC | SEC | $716.6 million | 2,927 |
| 3 | Optimus Capital Advisors, LLC | SEC | $264.1 million | 533 |
| 4 | Collective Wealth Advisors LLC | SEC | $157.0 million | 549 |
| 5 | PRS Wealth Management | State | $67.0 million | 160 |
| 6 | Taylor Stephens, Inc. | State | $41.2 million | 68 |
| 7 | Stratia Wealth Management, LLC | State | $20.0 million | 34 |
| 8 | GWD Capital Management, LLC | State | $19.5 million | 5 |
| 9 | Hozie Consulting | State | $17.1 million | 59 |
| 10 | Serendib Capital Management LLC | State | $6.1 million | 18 |
| 11 | Ranchwood Capital Management | State | $930,000 | 1 |
| 12 | Pathsetter Financial | State | $0 | 0 |
| 13 | Reap Asset 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.