Investment adviser firms in RICHARDSON, Texas
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- BLAND GARVEY WEALTH ADVISORS, LLCCRD 140066 · RICHARDSON, TX$241,178,422.00Regulatory AUM · August 2026
- BLUM FINANCIAL, LPCRD 149134 · RICHARDSON, TX$208,600,000.00Regulatory AUM · August 2026
- BOWIE CAPITAL MANAGEMENT, LLCCRD 171023 · RICHARDSON, TX$2,808,237,343.00Regulatory AUM · August 2026
- GLAZER CAPITAL MANAGEMENT, LLCCRD 139403 · RICHARDSON, TX$120,053,264.00Regulatory AUM · August 2026
- L.D. LOWE WEALTH ADVISORY, INC.CRD 136596 · RICHARDSON, TX$118,813,315.00Regulatory AUM · August 2026
- LEMNIS CAPITALCRD 340137 · RICHARDSON, TX$97,886,144.00Regulatory AUM · August 2026
- NORTHILL AIMS, LLCCRD 339338 · RICHARDSON, TX$249,477,467.00Regulatory AUM · August 2026
- TALIS ADVISORY SERVICES, LLCCRD 135145 · RICHARDSON, TX$568,765,356.00Regulatory AUM · August 2026