City
Wealth management firms in Grapevine, Texas
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Grapevine, Texas reported $546.6 million in regulatory assets under management; the largest by assets was Asset Preservation Group Inc, with $321.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $546.6 million
- Average per firm
- $91.1 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Asset Preservation Group Inc | SEC | $321.2 million | 1,179 |
| 2 | Box Financial Advisors, LLC | SEC | $96.9 million | 932 |
| 3 | Brexton Family Financial, LLC | State | $79.4 million | 570 |
| 4 | Flourish Financial Planning | State | $32.9 million | 199 |
| 5 | 9M Investments, LLC | State | $11.1 million | 60 |
| 6 | Jasi Financial, Inc. | State | $5.1 million | 27 |
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.