How many financial advisors are in Allen, Texas?

Falists lists 8 registered investment advisers with a principal office or filing address in Allen, Texas, based on public SEC IAPD data.

How do financial advisors in Allen charge fees?

Fee structures vary by firm. In Allen, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Allen?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Texas · 8 advisers

Financial Advisors in Allen, Texas

Looking for a financial advisor in Allen, Texas? Falists indexes 8 SEC-registered and state-registered investment advisers in Allen — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $812.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$812.7M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts5 Retirement3 Institutional2

Top advisors in Allen

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

ASSETBUILDER, INC.

Allen, TX

AUM

$812.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

7 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

972-535-4040

Full profile Visit site →

ACT WEALTH MANAGEMENT, LLC

Allen, TX

AUM

$568.8M

Wealth MgmtTrusts & Estates

Team

5 advisors

Clients

—

Fees

Percentage of AUM

214-618-2022

Full profile Visit site →

REVERE ASSET

Allen, TX

AUM

$407.9M

Wealth MgmtTrusts & EstatesInstitutional

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

855-732-5932

Full profile Visit site →

NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.

Allen, TX

AUM

$181.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

972-972-8565

Full profile Visit site →

MONUMENT RETIREMENT & WEALTH ADVISORY, LLC

Allen, TX

AUM

$7.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

972-422-9145

Full profile Visit site →

CADENCE FINANCIAL ADVISORS, LLC

Allen, TX

AUM

Financial PlanningFee-Only/Hourly

Team

1 employees

Clients

Fees

Percentage of AUM · Hourly charges +1 more

(972) 440-1195

Full profile Visit site →

FIRST CHOICE FINANCIAL PLANNING LLC

Allen, TX

AUM

—

Financial PlanningFee-Only/Hourly

Team

4 advisors

Clients

11-25

Fees

Hourly charges; Fixed fees

(469) 795-9231

Full profile Visit site →

EXCELSIOR DYNAMIC CAPITAL

Allen, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

772-834-8178

Full profileNo website

More cities in Texas

Dallas (571)Houston (439)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)The Woodlands (54)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)

Common questions

How many financial advisors are in Allen, Texas?: 8 registered investment advisers are listed in our Allen directory, sourced from public SEC filings.
What types of advisors are in Allen?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Allen?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.