City
Wealth management firms in Frisco, Texas
As of October 2, 2026, 41 wealth management firms, including broker-dealer firms, with their main office in Frisco, Texas reported $8.9 billion in regulatory assets under management; the largest by assets was Cain, Watters & Associates, LLC, with $5.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 41
- Regulatory assets under management
- $8.9 billion
- Average per firm
- $217.3 million
- SEC-registered, of those listed
- 12 of 41 (29.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cain, Watters & Associates, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $5.0 billion | 12,138 |
| 2 | Quadcap Wealth Management, LLC | SEC | $1.3 billion | 1,974 |
| 3 | Black Knight Wealth Management, LLC | SEC | $539.2 million | 1,225 |
| 4 | Consilium Wealth Advisory, LLC | SEC | $466.0 million | 510 |
| 5 | Brindle & Bay Financial Advisors, LLC | SEC | $184.8 million | 627 |
| 6 | Kingstone Capital Partners Texas, LLC | SEC | $182.3 million | 479 |
| 7 | Atlas | SEC | $153.9 million | 52 |
| 8 | Stonebridge Wealth Management, LLC | SEC | $134.6 million | 127 |
| 9 | Wave Wealth Management, LLC | SEC | $134.2 million | 447 |
| 10 | Frisco Financial Planning | SEC | $131.1 million | 222 |
| 11 | Eagle Financial Advisors, LLC | SEC | $113.1 million | 421 |
| 12 | Asset Management Corporation | State | $108.2 million | 54 |
| 13 | Olimpio Neu & Associates, Inc. | State | $76.9 million | 243 |
| 14 | MRM Financial Advisors, LLC | State | $76.9 million | 53 |
| 15 | Fortress Estate Solutions, PLLC | State | $50.5 million | 121 |
| 16 | Herrington Wealth Management Corporation | State | $40.9 million | 168 |
| 17 | CST Financial Advisory LLC | State | $24.7 million | 61 |
| 18 | McClure Capital Advisors, Inc. | State | $23.5 million | 81 |
| 19 | Leadership Financial Advisors, LLC | State | $20.7 million | 128 |
| 20 | Surepath Wealth Management, LLC | State | $14.0 million | 76 |
| 21 | Bragg Comer Financial Advisors, LLC | State | $9.3 million | 53 |
| 22 | Maverick Private Wealth LLC | State | $7.7 million | 19 |
| 23 | BLSH Wealth Management | State | $7.6 million | 19 |
| 24 | OH Cap Asset Management | State | $7.0 million | 7 |
| 25 | Deerwood Capital, LLC | State | $5.8 million | 45 |
| 26 | Two Pillars Asset Management | State | $4.6 million | 46 |
| 27 | Capitalalphabet | State | $3.8 million | 7 |
| 28 | Clairalpha Advisors LLC | SEC | $3.7 million | 21 |
| 29 | Ristau Capital, LLC | State | $2.9 million | 15 |
| 30 | Overshare | State | $2.6 million | 10 |
| 31 | David Rhodes Cannon, C.P.A., LLC | State | $64,206 | 3 |
| 32 | Stephen F. Hill and Associates L.L.C. | State | $45,000 | 1 |
| 33 | Braxton Financial Group, LLC | State | $35,892 | 5 |
| 34 | Affordable Life Plans, LLC | State | $3,238 | 2 |
| 35 | Comprehensive Financial Planning for Doctors, LLC | State | $0 | 0 |
| 36 | Everglade Capital, LLC | State | $0 | 0 |
| 37 | Halal Alpha | State | $0 | 0 |
| 38 | J I Medina Investments, LLC | State | $0 | 0 |
| 39 | Shah Tax and Financial Planning | State | $0 | 0 |
| 40 | The Financial Sciences Company, LLC | State | $0 | 0 |
| 41 | Y2K Financial 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.