City
Wealth management firms in Richardson, Texas
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Richardson, Texas reported $1.8 billion in regulatory assets under management; the largest by assets was Generational Wealth Advisors, with $568.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $91.1 million
- SEC-registered, of those listed
- 6 of 20 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Generational Wealth Advisors | SEC | $568.8 million | 602 |
| 2 | Northill Aims, LLC | SEC | $249.5 million | 528 |
| 3 | Bland Garvey Wealth Advisors, LLC | SEC | $241.2 million | 354 |
| 4 | Strategic Wealth Planning | SEC | $208.6 million | 781 |
| 5 | LD Lowe Wealth Advisory | SEC | $118.8 million | 677 |
| 6 | Lemnis Capital | SEC | $97.9 million | 352 |
| 7 | Jardine Financial Group | State | $75.4 million | 91 |
| 8 | Guiding Wealth Management, LLC | State | $59.4 million | 198 |
| 9 | Olympus Capital, LLC | State | $55.3 million | 224 |
| 10 | Bluechip Financial Planning, 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. | State | $42.8 million | 80 |
| 11 | Noto Financial Planning | State | $24.3 million | 38 |
| 12 | Solid Rock Capital Management | State | $18.0 million | 35 |
| 13 | Sendera Wealth Advisors | State | $16.7 million | 42 |
| 14 | Orion Wealth Management LLC | State | $16.5 million | 73 |
| 15 | Tuggle & Russell, L.L.C. | State | $14.4 million | 106 |
| 16 | DHL Wealth Management LLC | State | $7.5 million | 53 |
| 17 | Rabkin Advisors LLC | State | $7.0 million | 29 |
| 18 | Planb Tax & Wealth Advisors LLC | State | $500 | 1 |
| 19 | Bent Tree Trust Advisors, LLC | State | $0 | 0 |
| 20 | Quivira 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.