City
Wealth management firms in Georgetown, Texas
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Georgetown, Texas reported $605.3 million in regulatory assets under management; the largest by assets was Benold Financial Planning, with $139.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $605.3 million
- Average per firm
- $75.7 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Benold Financial Planning | SEC | $139.1 million | 184 |
| 2 | Sage Wealth Planning | SEC | $127.0 million | 415 |
| 3 | Modern Financial Planning | SEC | $116.0 million | 305 |
| 4 | Palermo Wealth Management, LLC | State | $96.5 million | 508 |
| 5 | Growth Horizons Wealth Management LLC | State | $58.3 million | 273 |
| 6 | Alphaglider LLC | State | $48.5 million | 141 |
| 7 | Capital Retirement Planning, LLC | State | $20.0 million | 110 |
| 8 | Dversify Advisors 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.