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Largest RIA Firms in Plano, Texas by AUM
Explore registered investment advisers headquartered in Plano, Texas, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 36 firms with $459.6B in total reported AUM and median AUM of $351.5M.
Firms
36
Matching current profiles
Total AUM
$459.6B
Reported regulatory AUM
Median AUM
$351.5M
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 Oct 2026 | +$87.9B+29.4% | +$194.3B+101.0% | +$227.1B+142.3% | +$347.5B+886.2% | +1,020 employees+30.5% over 3Y | +153,227 accounts+56.9% 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 Sep 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 Oct 2026 | +$432.3M+17.1% | +$1.1B+56.9% | +$1.3B+77.2% | +$2.5B+577.5% | +3 employees+8.3% over 3Y | +690 accounts+19.0% 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 Sep 2026 | +$135.3M+12.5% | — | — | — | +11 employees+68.8% over 1Y | +1,068 accounts+32.1% 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 Sep 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. Dash Investments CRD 135281 · Corporation | PLANO, TX | $681.6M Sep 2026 | +$61.3M+9.9% | +$340.1M+99.6% | +$490.2M+256.0% | +$530.4M+350.8% | +2 employees+28.6% over 3Y | +467 accounts+56.4% over 3Y |
| 12. Valinor Wealth Management CRD 285212 · Limited Liability Company | PLANO, TX | $678.3M Oct 2026 | +$67.5M+11.1% | — | — | +$146.1M+27.4% | 0 employees+0.0% over 1Y | +736 accounts+159.0% over 1Y |
| 13. 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 |
| 14. Nexus One Financial Advisors LLC CRD 336809 · Limited Liability Company | PLANO, TX | $552.0M Sep 2026 | — | — | — | — | 0 employees+0.0% over 1Y | — |
| 15. Tfr Capital CRD 333108 · Limited Liability Company | PLANO, TX | $403.1M Jul 2026 | +$75.5M+23.1% | — | — | — | 0 employees+0.0% over 1Y | +195 accounts+30.3% over 1Y |
| 16. Cmg Wealth Management CRD 307513 · Limited Liability Company | PLANO, TX | $379.4M Jul 2026 | +$37.1M+10.8% | +$79.9M+26.7% | +$103.2M+37.4% | — | +2 employees+66.7% over 3Y | +22 accounts+3.4% over 3Y |
| 17. 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 |
| 18. 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 |
| 19. 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 |
| 20. 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 |
| 21. 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 |
| 22. Schlegel Dunn LLC CRD 337990 · Limited Liability Company | PLANO, TX | $279.1M Jan 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 23. 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 |
| 24. Redwood Family Wealth LLC CRD 334013 · Limited Liability Company | PLANO, TX | $258.5M Aug 2026 | +$36.8M+16.6% | — | — | — | 0 employees+0.0% over 1Y | +16 accounts+1.8% over 1Y |
| 25. 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 |
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 sufficient historical filing data is unavailable for the lookback period.