How many financial advisors are in Coppell, Texas?

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

How do financial advisors in Coppell charge fees?

Fee structures vary by firm. In Coppell, 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 Coppell?

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 Coppell, Texas

Looking for a financial advisor in Coppell, Texas? Falists indexes 8 SEC-registered and state-registered investment advisers in Coppell — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $1.94B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.94B

Financial planning

Filter by specialty

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

All Wealth5 Planning3 Trusts5 Retirement1 Institutional4

Top advisors in Coppell

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

View all 8 →

CFO4LIFE

Coppell, TX

AUM

$1.94B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

14 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

214-637-9500

Full profile Visit site →

MAIN STREET RETIREMENT PLANNING, LLC

Coppell, TX

AUM

$716.6M

Wealth MgmtTrusts & Estates

Team

3 advisors

Clients

—

Fees

Percentage of AUM

972-393-0376

Full profile Visit site →

OPTIMUS CAPITAL ADVISORS, LLC

Coppell, TX

AUM

$264.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

972-745-7704

Full profile Visit site →

COLLECTIVE WEALTH ADVISORS LLC

Coppell, TX

AUM

$157.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

214-427-1427

Full profile Visit site →

TEAKWOOD CAPITAL

Coppell, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

214-865-9404

Full profile Visit site →

VARSITY FINANCIAL GROUP LLC

Coppell, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(972)200-4509

Full profile Visit site →

RANCHWOOD CAPITAL MANAGEMENT

Coppell, TX

AUM

$930K

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

9034503598

Full profileNo website

BAPNA CAPITAL MANAGEMENT, LLC

Coppell, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(214) 529-5751

Full profileNo website

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Common questions

How many financial advisors are in Coppell, Texas?: 8 registered investment advisers are listed in our Coppell directory, sourced from public SEC filings.
What types of advisors are in Coppell?: 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 Coppell?: 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.