Falists

Texas · 14 advisers

Financial Advisors in Addison, Texas

Looking for a financial advisor in Addison, Texas? Falists indexes 14 SEC-registered and state-registered investment advisers in Addison — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $1.22B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

14

With website

13

Largest AUM

$1.22B

Financial planning

5

Filter by specialty

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

AllWealth12Planning5Trusts6Retirement3Institutional4

Top advisors in Addison

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

View all 14 →

More cities in Texas

Dallas (571)Houston (439)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)The Woodlands (54)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)

Common questions

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