City
Wealth management firms in Lewisville, Texas
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Lewisville, Texas reported $507.3 million in regulatory assets under management; the largest by assets was Bright Wealth Management, LLC, with $265.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $507.3 million
- Average per firm
- $84.5 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bright Wealth Management, LLC | SEC | $265.0 million | 478 |
| 2 | Bannerman Wealth | SEC | $176.6 million | 636 |
| 3 | Directional Advisors | SEC | $43.0 million | 90 |
| 4 | Financial Advantage | State | $22.0 million | 57 |
| 5 | Zuwa Financial LLC | State | $740,059 | 20 |
| 6 | Frontstage 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.