RIAs in Plano, TX

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

FISHER INVESTMENTS

RIA

Plano, TX

AUM $387BTEAM 4369REPS 2833

CATALYST STRATEGIC SOLUTIONS

RIA

Plano, TX

AUM $52.4BTEAM 7REPS 2

RETIREMENT PLANNERS OF AMERICA

RIA

Plano, TX

AUM $3.6BTEAM 126REPS 40

SFMG WEALTH ADVISORS

RIA

Plano, TX

AUM $3BTEAM 39REPS 19

ASTRA WEALTH MANAGEMENT GROUP

RIA

Plano, TX

AUM $1.6BTEAM 17REPS 12

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 7

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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