Top Financial Advisors in Plano, Texas
Finding the right financial advisor in Plano is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Plano, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Plano, TX.
Find the Best Financial Advisor Firms in Plano:
RETIREMENT PLANNERS OF AMERICA
CRD#: 157222
Address: 2820 Dallas Parkway, Plano, TX 75093
Clients: 6,341
Average Clients per Advisor: 204
AUM: $ 3.4B
CAIN, WATTERS & ASSOCIATES, LLC
CRD#: 111521
Address: 6900 Dallas Parkway, Ste 500, Plano, TX 75024
Clients: 1,317
Average Clients per Advisor: 21
AUM: $ 2.7B
SFMG WEALTH ADVISORS
CRD#: 107548
Address: 7800 Dallas Parkway Suite 350, Plano, TX 75024
Clients: 440
Average Clients per Advisor: 25
AUM: $ 1.9B
INSIGHT WEALTH PARTNERS
CRD#: 153635
Address: 3333 Premier Drive Suite 800, Plano, TX 75023
Clients: 543
Average Clients per Advisor: 41
AUM: $ 688M
VANN EQUITY MANAGEMENT LLC
CRD#: 174239
Address: 4975 Preston Park Blvd #490, Plano, TX 75093
Clients: 26
Average Clients per Advisor: 6
AUM: $ 610M
WEALTHSTAR ADVISORS, LLC
CRD#: 164957
Address: 305b W Spring Creek Parkway Suite 400, Plano, TX 75023
Clients: 523
Average Clients per Advisor: 47
AUM: $ 609M
How We Chose the Top Financial Advisors in Plano, Texas
To create this list of top financial advisor firms in Plano, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Plano has to offer.
Search Financial Advisors in Plano, Texas
Jason Todd Taylor
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Brian Scott Roome
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sergio Alberto Oporto
Registered Affiliation(s):EDWARD JONES
Jill Elise Clifton
Registered Affiliation(s):EDWARD JONES
Ryan Paul Merchant
Registered Affiliation(s):EDWARD JONES
Holly Brown Carroccio
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Mark Hunter Gehlbach
Registered Affiliation(s):TRUE NORTH ADVISORS, LLC
Sean Patrick Mcgrath
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Craig Webb Mills
Registered Affiliation(s):EDWARD JONES
Jesse T Abercrombie
Registered Affiliation(s):EDWARD JONES
Michelle Lynnette Morehead
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kristian Rojas
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jesse Lee Belville
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Adam Northcutt
Registered Affiliation(s):EDWARD JONES
Tamra Reneau Kesterson
Registered Affiliation(s):EDWARD JONES
Frank S Aswad
Registered Affiliation(s):EDWARD JONES
Kelly Steven Just
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Dario Aguilar
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Gerald Ray Blakely
Registered Affiliation(s):EDWARD JONES
Oanh Hong Rodricks
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Susan Gail Schildt
Registered Affiliation(s):CREATIVE PLANNING
Jason Alan Gower
Registered Affiliation(s):CREATIVE PLANNING
Christopher Wendell Rothe
Registered Affiliation(s):LPL FINANCIAL LLC
Todd Stephens
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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