Investment adviser firms in PLANO, Texas
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
34 firms · Source months shown: August 2026
- BBAE ADVISORS LLCCRD 269900 · PLANO, TX$1,232,750.00Regulatory AUM · August 2026
- CMG GLOBAL HOLDINGS, LLCCRD 307513 · PLANO, TX$379,373,540.00Regulatory AUM · August 2026
- CRESCENT ADVISOR GROUP, INC.CRD 115974 · PLANO, TX$344,367,795.00Regulatory AUM · August 2026
- CUSOURCE, LLCCRD 44970 · PLANO, TX$52,373,407,058.00Regulatory AUM · August 2026
- EUBANK, HUTSON & ASSOCIATES, LLCCRD 226519 · PLANO, TX$137,678,709.00Regulatory AUM · August 2026
- FISHER ASSET MANAGEMENT, LLCCRD 107342 · PLANO, TX$386,669,724,038.00Regulatory AUM · August 2026
- FULCRUM EQUITY MANAGEMENT, LLCCRD 159099 · PLANO, TX$192,808,129.00Regulatory AUM · August 2026
- GURUFOCUS INVESTMENTS, LLCCRD 316414 · PLANO, TX$35,757,831.00Regulatory AUM · August 2026
- INSIGHT WEALTH PARTNERS, LLCCRD 153635 · PLANO, TX$1,124,216,166.00Regulatory AUM · August 2026
- LAKE WHILLANS CAPITAL PARTNERS LLCCRD 287835 · PLANO, TX$311,888,413.00Regulatory AUM · August 2026
- LEGACY CG LLCCRD 108541 · PLANO, TX$378,648,551.00Regulatory AUM · August 2026
- LIFEWAY FINANCIAL CORPORATIONCRD 114276 · PLANO, TX$358,676,107.00Regulatory AUM · August 2026
- MOSS, LUSE & WOMBLE, LLCCRD 152841 · PLANO, TX$803,162,000.00Regulatory AUM · August 2026
- NEXUS ONE FINANCIAL ADVISORS LLCCRD 336809 · PLANO, TX$552,000,000.00Regulatory AUM · August 2026
- NO FATE BWWM, LLCCRD 317406 · PLANO, TX$311,863,610.00Regulatory AUM · August 2026
- PARKWAY WEALTH MANAGEMENT GROUP, LLCCRD 333971 · PLANO, TX$1,221,589,261.00Regulatory AUM · August 2026
- PEAK AMERICAN INVESTMENT ADVISORS, INC.CRD 145056 · PLANO, TX$148,987,179.00Regulatory AUM · August 2026
- PMG FAMILY OFFICE, LLCCRD 312154 · PLANO, TX$144,001,478.00Regulatory AUM · August 2026
- RPOA ADVISORS, INC.CRD 157222 · PLANO, TX$3,588,670,117.00Regulatory AUM · August 2026
- SCHLEGEL DUNN LLCCRD 337990 · PLANO, TX$279,073,436.00Regulatory AUM · August 2026
- SFMG, LLC.CRD 107548 · PLANO, TX$2,956,970,054.00Regulatory AUM · August 2026
- SK ADVISOR NETWORK, LLCCRD 317533 · PLANO, TX$271,544,841.00Regulatory AUM · August 2026
- SPECTRUM ADVISORS, INC.CRD 114805 · PLANO, TX$160,000,000.00Regulatory AUM · August 2026
- STRATEGIC FINANCIAL PLANNING, INC.CRD 118450 · PLANO, TX$220,634,704.00Regulatory AUM · August 2026
- TEVIS INVESTMENT MANAGEMENT, LLCCRD 167750 · PLANO, TX$234,793,030.00Regulatory AUM · August 2026
- TFR CAPITAL, LLCCRD 333108 · PLANO, TX$403,142,852.00Regulatory AUM · August 2026
- THE WATCHMAN GROUP, INC.CRD 133690 · PLANO, TX$639,740,168.00Regulatory AUM · August 2026
- TYCHE WEALTH PARTNERS LLCCRD 326006 · PLANO, TX$1,567,811,529.00Regulatory AUM · August 2026
- TYTHON CAPITAL, LLCCRD 285212 · PLANO, TX$678,292,600.00Regulatory AUM · August 2026
- URBAN FUND MANAGEMENT, LLCCRD 167491 · PLANO, TX$767,765,979.00Regulatory AUM · August 2026
- VANN EQUITY MANAGEMENT LLCCRD 174239 · PLANO, TX$231,204,911.00Regulatory AUM · August 2026
- WEALTHSTAR ADVISORS, LLCCRD 164957 · PLANO, TX$723,608,845.00Regulatory AUM · August 2026
- WHITE ROCK OIL & GAS HOLDINGS, LLCCRD 165255 · PLANO, TX$205,147,357.00Regulatory AUM · August 2026
- WHITE ROCK RESOURCES HOLDINGS, LLCCRD 332560 · PLANO, TXNot availableRegulatory AUM · August 2026