Rialytix insights

Top RIA Firms in Richardson, Texas

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Richardson, Texas. This hub covers 6 matching firms with $4.2B in total reported AUM and median AUM of $245.3M.

Firms

Matching current profiles

Total AUM

$4.2B

Reported regulatory AUM

Median AUM

$245.3M

Across firms with AUM

Largest firm

$2.8B

Bowie Capital Management, LLC

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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. Bowie Capital Management, LLC CRD 171023 · Limited Liability Company	RICHARDSON, TX	$2.8B Apr 2026	+$594.6M+26.9%	+$2.0B+251.8%	+$2.0B+236.5%	—	+2 employees+25.0% over 3Y	-2 accounts-10.0% over 3Y
2. Generational Wealth Advisors CRD 135145 · Limited Liability Company	RICHARDSON, TX	$568.8M Apr 2026	+$176.2M+44.9%	+$286.2M+101.3%	+$355.6M+166.8%	+$459.2M+419.1%	+37 employees+160.9% over 3Y	+35 accounts+6.2% over 3Y
3. Northill Aims, LLC CRD 339338 · Limited Liability Company	RICHARDSON, TX	$249.5M May 2026	—	—	—	—	+1 employees+100.0% over Total	—
4. Bland Garvey Wealth Advisors, LLC CRD 140066 · Limited Liability Company	RICHARDSON, TX	$241.2M Mar 2026	+$57.0M+30.9%	+$70.5M+41.3%	+$84.5M+53.9%	+$133.9M+124.8%	0 employees+0.0% over 3Y	+51 accounts+16.8% over 3Y
5. Strategic Wealth Planning CRD 149134 · Limited Partnership	RICHARDSON, TX	$208.6M Mar 2026	+$8.1M+4.0%	+$63.3M+43.6%	+$105.8M+102.9%	+$112.3M+116.5%	-1 employees-14.3% over 3Y	+278 accounts+55.3% over 3Y
6. LD Lowe Wealth Advisory CRD 136596 · Corporation	RICHARDSON, TX	$118.8M Mar 2026	-$404.7K-0.3%	+$5.1M+4.5%	-$18.6M-13.5%	-$19.2M-13.9%	-1 employees-11.1% over 3Y	-41 accounts-5.7% 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.