Falists

Texas · 31 advisers

Financial Advisors in Frisco, Texas

Looking for a financial advisor in Frisco, Texas? Falists indexes 31 SEC-registered and state-registered investment advisers in Frisco — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 21 firms list a website you can visit directly. Firms in this directory manage up to $5.14B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

31

With website

21

Largest AUM

$5.14B

Financial planning

16

Filter by specialty

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

AllWealth22Planning16Trusts17Retirement8Institutional4

Top advisors in Frisco

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

View all 31 →

EDK ADVISORY

Frisco, TX

AUM

$56.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(972) 731-4348

Full profileVisit site →

OLIMPIO NEU & ASSOCIATES, INC.

Frisco, TX

AUM

$76.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

972-392-1344

Full profileNo website
View all 31 advisors in Frisco

More cities in Texas

Dallas (571)Houston (439)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)The Woodlands (54)Southlake (43)Sugar Land (24)Waco (21)Richardson (18)Mckinney (17)

Common questions

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