RIAs in Plano, TX

61 RIAs based in Plano, Texas managing a combined $459B.

Fisher Investments

RIA

Plano, TX

AUM $387BTEAM 4369REPS 2878

Catalyst Strategic Solutions

RIA

Plano, TX

AUM $52.4BTEAM 7REPS 2

Retirement Planners Of America

RIA

Plano, TX

AUM $3.6BTEAM 126REPS 38

Sfmg Wealth Advisors

RIA

Plano, TX

AUM $3BTEAM 39REPS 19

Astra Wealth Management Group

RIA

Plano, TX

AUM $1.6BTEAM 17REPS 14

Parkway Wealth Management Group, LLC

RIA

Plano, TX

AUM $1.2BTEAM 27REPS 19

Insight Wealth Partners

RIA

Plano, TX

AUM $1.1BTEAM 16REPS 16

Moss, Luse & Womble, LLC

RIA

Plano, TX

AUM $803MTEAM 42REPS 22

Urban Fund Management, LLC

RIA

Plano, TX

AUM $768MTEAM 67REPS 3

Wealthstar Advisors, LLC

RIA

Plano, TX

AUM $724MTEAM 8REPS 9

Tyme Advisors

RIA

Plano, TX

AUM $678MTEAM 1REPS 1

The Watchman Group, Inc.

RIA

Plano, TX

AUM $640MTEAM 8REPS 5

Nexus One Financial Advisors LLC

RIA

Plano, TX

AUM $552MTEAM 10REPS 7

TFR Capital

RIA

Plano, TX

AUM $403MTEAM 9REPS 6

CMG Wealth Management

RIA

Plano, TX

AUM $379MTEAM 4REPS 5

Legacy Consulting Group

RIA

Plano, TX

AUM $379MTEAM 4REPS 5

Lifeway Financial Corporation

RIA

Plano, TX

AUM $359MTEAM 5REPS 2

Crescent Advisor Group, Inc.

RIA

Plano, TX

AUM $344MTEAM 18REPS 17

Lake Whillans Capital Partners LLC

RIA

Plano, TX

AUM $312MTEAM 5REPS 1

Nfwm

RIA

Plano, TX

AUM $312MTEAM 2REPS 2

Schlegel Dunn LLC

RIA

Plano, TX

AUM $279MTEAM 4REPS 3

SK Advisor Network, LLC

RIA

Plano, TX

AUM $272MTEAM 2REPS 2

Tevis Investment Management, LLC

RIA

Plano, TX

AUM $235MTEAM 1REPS 1

Vann Equity Management LLC

RIA

Plano, TX

AUM $231MTEAM 5REPS 6

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