| 1. Pcim Realty Advisors, LLC CRD 313281 · Limited Liability Company | ADDISON, TX | $1.2B Mar 2026 | +$530.9M+76.6% | +$514.5M+72.5% | — | +$657.5M+116.0% | +3 employees+18.8% over 3Y | +1 accounts+33.3% over 3Y |
| 2. Foundation Energy Management CRD 161141 · Limited Liability Company | ADDISON, TX | $270.3M Apr 2026 | -$37.7M-12.3% | -$316.5M-53.9% | -$63.9M-19.1% | +$48.9M+22.1% | -10 employees-8.3% over 3Y | -3 accounts-33.3% over 3Y |
| 3. Redwood Family Wealth LLC CRD 334013 · Limited Liability Company | ADDISON, TX | $258.5M Apr 2026 | +$36.8M+16.6% | — | — | — | 0 employees+0.0% over 1Y | +16 accounts+1.8% over 1Y |
| 4. Waterford Capital Investment Advisory Services LLC CRD 144172 · Limited Liability Company | ADDISON, TX | $228.5M Mar 2026 | +$57.0M+33.3% | +$97.4M+74.3% | +$101.5M+79.9% | +$123.5M+117.6% | 0 employees+0.0% over 3Y | +16 accounts+5.1% over 3Y |
| 5. Provident Financial Planning, LLC CRD 291830 · Limited Liability Company | ADDISON, TX | $174.2M Mar 2026 | +$19.1M+12.3% | +$71.5M+69.7% | — | +$67.0M+62.5% | 0 employees+0.0% over 3Y | +54 accounts+18.7% over 3Y |
| 6. Focus 401 (k) Group, LLC CRD 172217 · Limited Liability Company | ADDISON, TX | $169.9M Jan 2026 | +$76.7M+82.3% | +$72.1M+73.7% | +$167.9M+8393.8% | — | 0 employees+0.0% over 3Y | -1 accounts-3.6% over 3Y |
| 7. Phoenix Capital Realty Advisors, LLC CRD 161129 · Limited Liability Company | ADDISON, TX | $155.8M Mar 2026 | -$12.6M-7.5% | -$113.3M-42.1% | -$1.0B-87.0% | -$29.6M-16.0% | +3 employees+18.8% over 3Y | -3 accounts-75.0% over 3Y |