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Independent RIAs in Frisco, Texas

As of October 2, 2026, 40 independent wealth management RIAs with their main office in Frisco, Texas reported $3.9 billion in regulatory assets under management; the largest by assets was Quadcap Wealth Management, LLC, with $1.3 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
40
Regulatory assets under management
$3.9 billion
Average per firm
$96.8 million
SEC-registered, of those listed
11 of 40 (27.5%)

Firms by assets

#FirmRegistrationRAUMAccounts
1 Quadcap Wealth Management, LLC SEC $1.3 billion 1,974
2 Black Knight Wealth Management, LLC SEC $539.2 million 1,225
3 Consilium Wealth Advisory, LLC SEC $466.0 million 510
4 Brindle & Bay Financial Advisors, LLC SEC $184.8 million 627
5 Kingstone Capital Partners Texas, LLC SEC $182.3 million 479
6 Atlas SEC $153.9 million 52
7 Stonebridge Wealth Management, LLC SEC $134.6 million 127
8 Wave Wealth Management, LLC SEC $134.2 million 447
9 Frisco Financial Planning SEC $131.1 million 222
10 Eagle Financial Advisors, LLC SEC $113.1 million 421
11 Asset Management Corporation State $108.2 million 54
12 Olimpio Neu & Associates, Inc. State $76.9 million 243
13 MRM Financial Advisors, LLC State $76.9 million 53
14 Fortress Estate Solutions, PLLC State $50.5 million 121
15 Herrington Wealth Management Corporation State $40.9 million 168
16 CST Financial Advisory LLC State $24.7 million 61
17 McClure Capital Advisors, Inc. State $23.5 million 81
18 Leadership Financial Advisors, LLC State $20.7 million 128
19 Surepath Wealth Management, LLC State $14.0 million 76
20 Bragg Comer Financial Advisors, LLC State $9.3 million 53
21 Maverick Private Wealth LLC State $7.7 million 19
22 BLSH Wealth Management State $7.6 million 19
23 OH Cap Asset Management State $7.0 million 7
24 Deerwood Capital, LLC State $5.8 million 45
25 Two Pillars Asset Management State $4.6 million 46
26 Capitalalphabet State $3.8 million 7
27 Clairalpha Advisors LLC SEC $3.7 million 21
28 Ristau Capital, LLC State $2.9 million 15
29 Overshare State $2.6 million 10
30 David Rhodes Cannon, C.P.A., LLC State $64,206 3
31 Stephen F. Hill and Associates L.L.C. State $45,000 1
32 Braxton Financial Group, LLC State $35,892 5
33 Affordable Life Plans, LLC State $3,238 2
34 Comprehensive Financial Planning for Doctors, LLC State $0 0
35 Everglade Capital, LLC State $0 0
36 Halal Alpha State $0 0
37 J I Medina Investments, LLC State $0 0
38 Shah Tax and Financial Planning State $0 0
39 The Financial Sciences Company, LLC State $0 0
40 Y2K Financial 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.