Investment adviser firms in ADDISON, Texas
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
7 firms · Source months shown: August 2026
- FOCUS 401 (K) GROUP, LLCCRD 172217 · ADDISON, TX$169,876,000.00Regulatory AUM · August 2026
- FOUNDATION ENERGY MANAGEMENT, LLCCRD 161141 · ADDISON, TX$270,343,209.00Regulatory AUM · August 2026
- PCIM REALTY ADVISORS, LLCCRD 313281 · ADDISON, TX$1,224,267,519.00Regulatory AUM · August 2026
- PHOENIX CAPITAL REALTY ADVISORS, LLCCRD 161129 · ADDISON, TX$155,769,839.00Regulatory AUM · August 2026
- PROVIDENT FINANCIAL PLANNING, LLCCRD 291830 · ADDISON, TX$174,175,082.00Regulatory AUM · August 2026
- REDWOOD FAMILY WEALTH LLCCRD 334013 · ADDISON, TX$258,543,539.00Regulatory AUM · August 2026
- WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLCCRD 144172 · ADDISON, TX$228,453,367.00Regulatory AUM · August 2026