Top Financial Advisors in Frisco, Texas
Finding the right financial advisor in Frisco is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Frisco, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Frisco, TX.
Find the Best Financial Advisor Firms in Frisco:
CAIN, WATTERS & ASSOCIATES, LLC
CRD#: 111521
Address: 17 Cowboys Way, Suite 300, Frisco, TX 75034
Clients: 1,410
Average Clients per Advisor: 19
AUM: $ 4.2B
QUADCAP WEALTH MANAGEMENT, LLC
CRD#: 151490
Address: 2600 Network Blvd Suite 300, Frisco, TX 75034
Clients: 263
Average Clients per Advisor: 21
AUM: $ 1.1B
BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515
Address: Frisco, TX
Clients: 279
Average Clients per Advisor: 46
AUM: $ 240M
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CRD#: 281593
Address: 6160 Warren Parkway Suite 100, Frisco, TX 75034
Clients: 147
Average Clients per Advisor: 21
AUM: $ 158M
WAVE WEALTH MANAGEMENT, LLC
CRD#: 285079
Address: 7000 Parkwood Blvd. Suite G300, Frisco, TX 75034
Clients: 11
Average Clients per Advisor: 11
AUM: $ 117M
BRINDLE & BAY FINANCIAL ADVISORS, LLC
CRD#: 291747
Address: 5899 Preston Rd Ste. 1103, Frisco, TX 75034
Clients: 97
Average Clients per Advisor: 48
AUM: $ 114M
How We Chose the Top Financial Advisors in Frisco, Texas
To create this list of top financial advisor firms in Frisco, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Frisco has to offer.
Search Financial Advisors in Frisco, Texas
Walter Paul Reep
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kolburn W Conway
Registered Affiliation(s):EDWARD JONES
Kevin Rackers
Registered Affiliation(s):EDWARD JONES
Debra Brennan Tagg
Registered Affiliation(s):FSC SECURITIES CORPORATION
Terry Lavern Thompkins
Registered Affiliation(s):LEVEL FOUR ADVISORY SERVICES
Michael Sonne Felker
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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