Falists

Texas · 79 advisers

Financial Advisors in Plano, Texas

Looking for a financial advisor in Plano, Texas? Falists indexes 79 SEC-registered and state-registered investment advisers in Plano — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 65 firms list a website you can visit directly. Firms in this directory manage up to $386.67B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

79

With website

65

Largest AUM

$386.67B

Financial planning

42

Filter by specialty

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

AllWealth55Planning42Trusts44Retirement21Institutional26

Top advisors in Plano

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

View all 79 →

TYME ADVISORS

Plano, TX

AUM

$678.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

469-480-7904

Full profileVisit site →

TFR CAPITAL

Plano, TX

AUM

$403.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

800-765-0397

Full profileVisit site →

NFWM

Plano, TX

AUM

$311.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(214) 379-3333

Full profileVisit site →
View all 79 advisors in Plano

More cities in Texas

Dallas (571)Houston (439)Austin (407)San Antonio (113)Fort Worth (94)The Woodlands (54)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)Mckinney (17)

Common questions

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