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Top RIA Firms in Plano, Texas
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Plano, Texas. This hub covers 33 matching firms with $458.4B in total reported AUM and median AUM of $358.7M.
Firms
33
Matching current profiles
Total AUM
$458.4B
Reported regulatory AUM
Median AUM
$358.7M
Across firms with AUM
Largest firm
$386.7B
Fisher Investments
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Fisher Investments CRD 107342 · Limited Liability Company | PLANO, TX | $386.7B Apr 2026 | +$87.9B+29.4% | +$213.3B+123.0% | +$227.1B+142.3% | +$347.5B+886.2% | +1,020 employees+30.5% over 3Y | +161,114 accounts+61.6% over 3Y |
| 2. Catalyst Strategic Solutions CRD 44970 · Limited Liability Company | PLANO, TX | $52.4B Mar 2026 | +$3.1B+6.4% | +$9.7B+22.7% | +$18.0B+52.3% | +$23.9B+83.8% | 0 employees+0.0% over 3Y | +4 accounts+5.3% over 3Y |
| 3. Retirement Planners Of America CRD 157222 · Corporation | PLANO, TX | $3.6B Apr 2026 | -$386.6M-9.7% | +$158.9M+4.6% | -$915.8M-20.3% | +$2.2B+161.1% | +11 employees+9.6% over 3Y | -4,667 accounts-25.9% over 3Y |
| 4. Sfmg Wealth Advisors CRD 107548 · Limited Liability Company | PLANO, TX | $3.0B Mar 2026 | +$432.3M+17.1% | +$981.6M+49.7% | +$1.4B+91.2% | +$2.5B+577.5% | +5 employees+14.7% over 3Y | +780 accounts+22.0% over 3Y |
| 5. Astra Wealth Management Group CRD 326006 · Limited Liability Company | PLANO, TX | $1.6B Jun 2026 | +$264.9M+20.3% | — | — | — | -1 employees-5.6% over 3Y | -85 accounts-2.9% over 1Y |
| 6. Parkway Wealth Management Group, LLC CRD 333971 · Limited Liability Company | PLANO, TX | $1.2B Mar 2026 | — | — | — | — | +11 employees+68.8% over 1Y | — |
| 7. Insight Wealth Partners CRD 153635 · Limited Liability Company | PLANO, TX | $1.1B Mar 2026 | +$153.9M+15.9% | +$436.1M+63.4% | +$554.8M+97.4% | +$936.4M+498.7% | +3 employees+23.1% over 3Y | +477 accounts+17.5% over 3Y |
| 8. Moss, Luse & Womble, LLC CRD 152841 · Limited Liability Company | PLANO, TX | $803.2M Mar 2026 | +$208.0M+34.9% | +$483.6M+151.3% | +$607.6M+310.6% | +$703.0M+702.2% | +5 employees+13.5% over 3Y | -697 accounts-44.4% over 3Y |
| 9. Urban Fund Management, LLC CRD 167491 · Limited Liability Company | PLANO, TX | $767.8M May 2026 | -$17.3M-2.2% | -$699.1M-47.7% | +$309.7M+67.6% | +$365.5M+90.9% | +65 employees+3250.0% over 3Y | +1 accounts+12.5% over 3Y |
| 10. Wealthstar Advisors, LLC CRD 164957 · Limited Liability Company | PLANO, TX | $723.6M Mar 2026 | +$52.1M+7.8% | +$114.7M+18.8% | +$184.4M+34.2% | +$579.0M+400.2% | -6 employees-42.9% over 3Y | -818 accounts-30.9% over 3Y |
| 11. Tyme Advisors CRD 285212 · Limited Liability Company | PLANO, TX | $678.3M Apr 2026 | +$67.5M+11.1% | — | — | +$146.1M+27.4% | 0 employees+0.0% over 1Y | +736 accounts+159.0% over 1Y |
| 12. The Watchman Group, INC. CRD 133690 · Corporation | PLANO, TX | $639.7M Mar 2026 | +$63.5M+11.0% | +$133.9M+26.5% | +$239.0M+59.7% | +$536.6M+520.2% | +1 employees+14.3% over 3Y | +885 accounts+364.2% over 3Y |
| 13. Nexus One Financial Advisors LLC CRD 336809 · Limited Liability Company | PLANO, TX | $552.0M Jun 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 14. Tfr Capital CRD 333108 · Limited Liability Company | PLANO, TX | $403.1M Mar 2026 | +$75.5M+23.1% | — | — | — | 0 employees+0.0% over 1Y | +195 accounts+30.3% over 1Y |
| 15. Cmg Wealth Management CRD 307513 · Limited Liability Company | PLANO, TX | $379.4M Feb 2026 | +$37.1M+10.8% | +$79.9M+26.7% | +$103.2M+37.4% | — | +1 employees+33.3% over 3Y | +22 accounts+3.4% over 3Y |
| 16. Legacy Consulting Group CRD 108541 · Limited Liability Company | PLANO, TX | $378.6M Mar 2026 | +$22.2M+6.2% | +$53.5M+16.5% | +$130.1M+52.3% | +$268.8M+244.6% | -1 employees-20.0% over 3Y | +4 accounts+0.8% over 3Y |
| 17. Lifeway Financial Corporation CRD 114276 · Corporation | PLANO, TX | $358.7M Mar 2026 | +$19.8M+5.8% | +$96.1M+36.6% | +$144.4M+67.4% | +$263.2M+275.6% | 0 employees+0.0% over 3Y | +59 accounts+13.7% over 3Y |
| 18. Crescent Advisor Group, INC. CRD 115974 · Corporation | PLANO, TX | $344.4M Jan 2026 | +$61.4M+21.7% | +$132.6M+62.6% | — | +$132.6M+62.6% | +3 employees+20.0% over 3Y | +40 accounts+8.5% over 3Y |
| 19. Lake Whillans Capital Partners LLC CRD 287835 · Limited Liability Company | PLANO, TX | $311.9M Mar 2026 | +$124.6M+66.5% | +$131.5M+72.9% | +$175.7M+128.9% | +$166.6M+114.7% | 0 employees+0.0% over 3Y | +1 accounts+33.3% over 3Y |
| 20. Nfwm CRD 317406 · Limited Liability Company | PLANO, TX | $311.9M Mar 2026 | +$162.6M+108.9% | +$209.8M+205.7% | — | — | +1 employees+100.0% over 3Y | +495 accounts+296.4% over 3Y |
| 21. Schlegel Dunn LLC CRD 337990 · Limited Liability Company | PLANO, TX | $279.1M Jan 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 22. Sk Advisor Network, LLC CRD 317533 · Limited Liability Company | PLANO, TX | $271.5M Mar 2026 | +$106.4M+64.4% | +$169.5M+166.2% | — | — | +1 employees+100.0% over 3Y | +575 accounts+57500.0% over 3Y |
| 23. Tevis Investment Management, LLC CRD 167750 · Limited Liability Company | PLANO, TX | $234.8M Mar 2026 | +$28.3M+13.7% | +$78.8M+50.5% | — | +$108.9M+86.5% | 0 employees+0.0% over 3Y | +173 accounts+42.4% over 3Y |
| 24. Vann Equity Management LLC CRD 174239 · Limited Liability Company | PLANO, TX | $231.2M Mar 2026 | +$27.6M+13.5% | -$379.0M-62.1% | -$372.1M-61.7% | — | +1 employees+25.0% over 3Y | +99 accounts+111.2% over 3Y |
| 25. Strategic Financial Planning, INC. CRD 118450 · Corporation | PLANO, TX | $220.6M Mar 2026 | +$29.2M+15.2% | +$86.1M+64.0% | +$78.1M+54.8% | +$178.6M+424.7% | -1 employees-25.0% over 3Y | +47 accounts+9.1% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.