Falists

Texas · 17 advisers

Financial Advisors in Mckinney, Texas

Looking for a financial advisor in Mckinney, Texas? Falists indexes 17 SEC-registered and state-registered investment advisers in Mckinney — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 15 firms list a website you can visit directly. Firms in this directory manage up to $619.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

17

With website

15

Largest AUM

$619.5M

Financial planning

11

Filter by specialty

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

AllWealth13Planning11Trusts11Retirement5Institutional4

Top advisors in Mckinney

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

View all 17 →

FBS SECURITIES

Mckinney, TX

AUM

$45.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(214) 307-4320

Full profileVisit site →

WG PLAN LLC

Mckinney, TX

AUM

$5.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

(214) 620-2055

Full profileVisit site →

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