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
Jeffrey Lawrence Watson
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Ronald Vincent Donato, Jr
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Joan Elayne Mason
Registered Affiliation(s):MORGAN STANLEY
Beverly Ann Surratt
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Kevin Lynch
Registered Affiliation(s):COMERICA SECURITIES
James Ernest Koestner
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Teresa Leigh Drummond
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kelly S Lane
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Joe Bryan Di Caro
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jacqueline Leigh Finley
Registered Affiliation(s):WESTWOOD MANAGEMENT CORP
Cory Matthew Dowell
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Susan D Mcadams
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
L N. Rogers
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Marc Edward Prda
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
William Charles Porterfield
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Leonard Andrew Segal
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Margaret Anne Hons
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Brian Edward Bell
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Michael Alan Taylor
Registered Affiliation(s):PROSPERA FINANCIAL SERVICES, INC.
Mark Charles Seebeck
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
William Clinton Naramore
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Francis Elwyn Whitfield
Registered Affiliation(s):RHODES INVESTMENT ADVISORS, INC.
Charles Elliot Pepkin
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mazhar Abbas Ali
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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