FISHER INVESTMENTS
Plano, TX
AUM
$386.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1948 advisors
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
800-851-8845
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
79 advisers found
CATALYST STRATEGIC SOLUTIONS
Plano, TX
AUM
$52.37B
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-442-6427
RETIREMENT PLANNERS OF AMERICA
Plano, TX
AUM
$3.59B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM
469-246-3600
SFMG WEALTH ADVISORS
Plano, TX
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-960-6460
ASTRA WEALTH MANAGEMENT GROUP
Plano, TX
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-327-8820
PARKWAY WEALTH MANAGEMENT GROUP, LLC
Plano, TX
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
972-502-9340
INSIGHT WEALTH PARTNERS
Plano, TX
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-543-4800
MOSS, LUSE & WOMBLE, LLC
Plano, TX
AUM
$803.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
972-674-2584
URBAN FUND MANAGEMENT, LLC
Plano, TX
AUM
$767.8M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
972-543-8812
WEALTHSTAR ADVISORS, LLC
Plano, TX
AUM
$723.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-372-2935
TYME ADVISORS
Plano, TX
AUM
$678.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-480-7904
THE WATCHMAN GROUP, INC.
Plano, TX
AUM
$639.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
469-241-0122
NEXUS ONE FINANCIAL ADVISORS LLC
Plano, TX
AUM
$552.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 800-4442
TFR CAPITAL
Plano, TX
AUM
$403.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-765-0397
CMG WEALTH MANAGEMENT
Plano, TX
AUM
$379.4M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
469-729-7084
LEGACY CONSULTING GROUP
Plano, TX
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
972-599-4750
LIFEWAY FINANCIAL CORPORATION
Plano, TX
AUM
$358.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
972-378-3677
LAKE WHILLANS CAPITAL PARTNERS LLC
Plano, TX
AUM
$311.9M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 389-1032
NFWM
Plano, TX
AUM
$311.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(214) 379-3333
SCHLEGEL DUNN LLC
Plano, TX
AUM
$279.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(972) 327-3607
SK ADVISOR NETWORK, LLC
Plano, TX
AUM
$271.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 851-8564
TEVIS INVESTMENT MANAGEMENT, LLC
Plano, TX
AUM
$234.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(972) 971-2169
VANN EQUITY MANAGEMENT LLC
Plano, TX
AUM
$231.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-983-0346
STRATEGIC FINANCIAL PLANNING, INC.
Plano, TX
AUM
$220.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-403-1234
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