Falists

Texas · 18 advisers

Financial Advisors in Richardson, Texas

Looking for a financial advisor in Richardson, Texas? Falists indexes 18 SEC-registered and state-registered investment advisers in Richardson — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 16 firms list a website you can visit directly. Firms in this directory manage up to $2.81B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

18

With website

16

Largest AUM

$2.81B

Financial planning

11

Filter by specialty

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

AllWealth17Planning11Trusts15Retirement8Institutional4

Top advisors in Richardson

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

View all 18 →

LEMNIS CAPITAL

Richardson, TX

AUM

$0

Financial PlanningWealth Mgmt

Team

13 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

972-928-6196

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)Mckinney (17)

Common questions

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