Top Financial Advisors in Plano, Texas
Finding the right financial advisor in Plano 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 Plano, 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 Plano, TX.
Find the Best Financial Advisor Firms in Plano:
FISHER INVESTMENTS
CRD#: 107342
Address: 6500 International Pkwy Ste 2050, Plano, TX 75093-8222
Clients: 73,217
Average Clients per Advisor: 37
AUM: $ 386.7B
RETIREMENT PLANNERS OF AMERICA
CRD#: 157222
Address: 2820 Dallas Parkway, Plano, TX 75093
Clients: 5,810
Average Clients per Advisor: 170
AUM: $ 4.0B
SFMG WEALTH ADVISORS
CRD#: 107548
Address: 3960 Dallas Parkway Suite 400, Plano, TX 75093
Clients: 409
Average Clients per Advisor: 25
AUM: $ 2.5B
ASTRA WEALTH MANAGEMENT GROUP
CRD#: 326006
Address: 5700 Granite Parkway Suite 330, Plano, TX 75024
Clients: 574
Average Clients per Advisor: 57
AUM: $ 1.3B
PARKWAY WEALTH MANAGEMENT GROUP, LLC
CRD#: 333971
Address: 5550 Granite Parkway Suite 180, Plano, TX 75024
Clients: 1,045
Average Clients per Advisor: 65
AUM: $ 1.1B
INSIGHT WEALTH PARTNERS
CRD#: 153635
Address: 3333 Premier Drive Suite 800, Plano, TX 75023
Clients: 590
Average Clients per Advisor: 39
AUM: $ 970M
How We Chose the Top Financial Advisors in Plano, Texas
To create this list of top financial advisor firms in Plano, 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 Plano has to offer.
Search Financial Advisors in Plano, Texas
Russell William Holley
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kenneth Bernard Hopkins
Registered Affiliation(s):ORION WEALTH MANAGEMENT LLC
Skyler Ann Marchand
Registered Affiliation(s):EDWARD JONES
David H Ko
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
John Ricci Hoover
Registered Affiliation(s):FISHER INVESTMENTS
Robert Harley Berg
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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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