How many financial advisors are in Lewisville, Texas?

Falists lists 6 registered investment advisers with a principal office or filing address in Lewisville, Texas, based on public SEC IAPD data.

How do financial advisors in Lewisville charge fees?

Fee structures vary by firm. In Lewisville, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Lewisville?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Texas · 6 advisers

Financial Advisors in Lewisville, Texas

Looking for a financial advisor in Lewisville, Texas? Falists indexes 6 SEC-registered and state-registered investment advisers in Lewisville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $265.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$265.0M

Financial planning

Filter by specialty

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

All Wealth5 Planning4 Trusts5 Retirement1 Institutional2

Top advisors in Lewisville

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

View all 6 →

BRIGHT WEALTH MANAGEMENT, LLC

Lewisville, TX

AUM

$265.0M

Wealth MgmtTrusts & EstatesInstitutional

Team

7 advisors

Clients

—

Fees

Percentage of AUM; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS

(972) 410-6623

Full profile Visit site →

BANNERMAN WEALTH

Lewisville, TX

AUM

$176.6M

Financial PlanningWealth MgmtTrusts & Estates

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

(214) 919-4448

Full profile Visit site →

ZUWA FINANCIAL LLC

Lewisville, TX

AUM

$740K

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

972-891-1831

Full profile Visit site →

BRIGHT EQUITIES, LLC

Lewisville, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(972) 410-6406

Full profile Visit site →

GLOBAL FINANCIAL ADVISOR I, LP

Lewisville, TX

AUM

$34.9M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

Fees

Percentage of AUM

972-905-9412

Full profileNo website

FINANCIAL ADVANTAGE

Lewisville, TX

AUM

$22.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

214-336-8038

Full profileNo website

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 Lewisville, Texas?: 6 registered investment advisers are listed in our Lewisville directory, sourced from public SEC filings.
What types of advisors are in Lewisville?: 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 Lewisville?: 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.