City
Wealth management firms in Plano, Texas
As of October 2, 2026, 65 wealth management firms, including broker-dealer firms, with their main office in Plano, Texas reported $406.3 billion in regulatory assets under management; the largest by assets was Fisher Investments, with $386.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 65
- Regulatory assets under management
- $406.3 billion
- Average per firm
- $6.3 billion
- SEC-registered, of those listed
- 31 of 65 (47.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fisher Investments | SEC | $386.7 billion | 422,516 |
| 2 | Retirement Planners of America | SEC | $3.6 billion | 13,358 |
| 3 | SFMG Wealth Advisors | SEC | $3.0 billion | 4,323 |
| 4 | Astra Wealth Management Group | SEC | $1.6 billion | 2,843 |
| 5 | Parkway Wealth Management Group, LLC | SEC | $1.2 billion | 4,399 |
| 6 | Insight Wealth Partners | SEC | $1.1 billion | 3,209 |
| 7 | Moss, Luse & Womble, LLC | SEC | $803.2 million | 874 |
| 8 | Wealthstar Advisors, LLC | SEC | $723.6 million | 1,825 |
| 9 | Dash Investments | SEC | $681.6 million | 1,295 |
| 10 | The Watchman Group, Inc. | SEC | $639.7 million | 1,128 |
| 11 | Nexus One Financial Advisors LLC | SEC | $552.0 million | 1,661 |
| 12 | Garner Asset Management Corporation | SEC | $414.0 million | 434 |
| 13 | TFR Capital | SEC | $403.1 million | 839 |
| 14 | CMG Wealth Management | SEC | $379.4 million | 674 |
| 15 | Legacy Consulting Group 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 | $378.6 million | 516 |
| 16 | Lifeway Financial Corporation | SEC | $358.7 million | 491 |
| 17 | Crescent Advisor Group, Inc. 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 | $344.4 million | 510 |
| 18 | NFWM | SEC | $311.9 million | 662 |
| 19 | Schlegel Dunn LLC | SEC | $279.1 million | 535 |
| 20 | SK Advisor Network, LLC | SEC | $271.5 million | 576 |
| 21 | Redwood Family Wealth LLC | SEC | $258.5 million | 889 |
| 22 | Tevis Investment Management, LLC | SEC | $234.8 million | 581 |
| 23 | Vann Equity Management LLC | SEC | $231.2 million | 188 |
| 24 | Strategic Financial Planning, Inc. | SEC | $220.6 million | 566 |
| 25 | Fulcrum Wealth Management | SEC | $192.8 million | 741 |
| 26 | Mytimeequity | SEC | $184.0 million | 512 |
| 27 | Peak American Investment Advisors, Inc. | SEC | $162.1 million | 700 |
| 28 | Spectrum Advisors, Inc. | SEC | $160.0 million | 890 |
| 29 | PMG Family Office, LLC | SEC | $144.0 million | 296 |
| 30 | Eubank, Hutson & Associates, LLC | SEC | $137.7 million | 560 |
| 31 | Caprock Capital Advisors Inc. | State | $90.7 million | 21 |
| 32 | Freshfield Capital, LLC | State | $90.0 million | 185 |
| 33 | Castellano Wealth Planning | State | $80.4 million | 382 |
| 34 | Deramus Wealth Management, LLC | State | $61.8 million | 69 |
| 35 | Wilson Investment Advisory Services, LLC | State | $57.8 million | 83 |
| 36 | Texwealth | State | $55.6 million | 103 |
| 37 | Nobles & Richards Advisors, 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. | State | $34.2 million | 128 |
| 38 | USA Asset Management, LLC | State | $32.4 million | 198 |
| 39 | BDJ Wealth Management LLC | State | $31.8 million | 188 |
| 40 | Your Richest Life | State | $28.7 million | 110 |
| 41 | Knode Wealth Management LLC | State | $20.6 million | 48 |
| 42 | Gadiraju, Raju | State | $16.2 million | 37 |
| 43 | Stoecker Financial, Inc. | State | $15.8 million | 17 |
| 44 | Bollinger Wealth Management LLC | State | $15.4 million | 53 |
| 45 | Prestonwood Capital Management, LLC | State | $15.0 million | 17 |
| 46 | TBMS Wealth LLC | State | $9.4 million | 39 |
| 47 | Spartan Wealth Solutions LLC | State | $9.3 million | 34 |
| 48 | Milestone Wealth Strategies | State | $8.0 million | 41 |
| 49 | Legacy Harbor | State | $8.0 million | 51 |
| 50 | Marienplatz Wealth Management LLC | State | $6.7 million | 8 |
| 51 | Luke Financial Company, LLC | State | $4.5 million | 50 |
| 52 | Silverbrook Investment Advisors, Inc. | State | $2.8 million | 27 |
| 53 | Capital Advice, LLC | State | $1.3 million | 8 |
| 54 | Bbae Advisors 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 | $1.2 million | 148 |
| 55 | Norstar Financial of Plano, LLC | State | $1.2 million | 2 |
| 56 | In-Christ Asset Management, LLC | State | $420,000 | 23 |
| 57 | Crescent Investment Solutions LLC | State | $230,000 | 3 |
| 58 | Caishen Financial | State | $0 | 0 |
| 59 | Crestway Advisory Group | State | $0 | 0 |
| 60 | Gordon Oak Financial, LLC | State | $0 | 0 |
| 61 | Ihsan Wealth | State | $0 | 0 |
| 62 | Interlinc Financial Advisors, Inc. | State | $0 | 0 |
| 63 | Nax Capital LLC | State | $0 | 0 |
| 64 | Noblehouse Family Office, LLC | State | $0 | 0 |
| 65 | Vessel Financial Planning 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.