City
Wealth management firms in McKinney, Texas
As of October 2, 2026, 30 wealth management firms, including broker-dealer firms, with their main office in McKinney, Texas reported $1.6 billion in regulatory assets under management; the largest by assets was Corus Family Wealth Advisors, Inc., with $619.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 30
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $54.6 million
- SEC-registered, of those listed
- 4 of 30 (13.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Corus Family Wealth Advisors, Inc. | SEC | $619.5 million | 700 |
| 2 | Succession Financial, Inc | SEC | $210.3 million | 174 |
| 3 | Summitas Investment Management LLC | SEC | $158.6 million | 137 |
| 4 | Kopion Asset Management, LLC | SEC | $142.6 million | 14 |
| 5 | The Ujano Advisory Group LLC | State | $115.9 million | 117 |
| 6 | Align Financial Advisors, LLC | State | $73.6 million | 302 |
| 7 | Legacy Folios | State | $70.0 million | 123 |
| 8 | FBS Securities | State | $58.7 million | 502 |
| 9 | Krishna Wealth Planning | State | $37.3 million | 181 |
| 10 | Fowler Financial Management | State | $33.3 million | 83 |
| 11 | Yield Financial Advisors | State | $22.3 million | 56 |
| 12 | Macro Wealth Advisors, Inc. | State | $20.8 million | 29 |
| 13 | Nashional Investments | State | $16.5 million | 119 |
| 14 | Luminary Wealth Advisors | State | $14.0 million | 32 |
| 15 | Eagle Wealth Management, Inc. | State | $13.1 million | 41 |
| 16 | Ataroke Wealth | State | $8.8 million | 36 |
| 17 | Concap LLC | State | $6.7 million | 62 |
| 18 | Gray Financial Planning LLC | State | $5.6 million | 15 |
| 19 | WG Plan LLC | State | $5.0 million | 22 |
| 20 | Edman Global Investment Management LLC | State | $3.6 million | 3 |
| 21 | Malone Financial Planning LLC | State | $2.0 million | 10 |
| 22 | Tusker Wealth Management, LLC | State | $810,000 | 7 |
| 23 | Financial Empowerment | State | $292,986 | 4 |
| 24 | Visionary Wealth Management LLC | State | $270,584 | 7 |
| 25 | Cardinal Wealth Management LLC | State | $5,000 | 1 |
| 26 | Charles McLean Capital Management | State | $0 | 0 |
| 27 | Financial Excavation | State | $0 | 0 |
| 28 | RTB Wealth Advisors, LLC | State | $0 | 0 |
| 29 | Smith, Michael, Glen | State | $0 | 0 |
| 30 | Verite 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.