| 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 Oct 2026 | +$8.1M+4.0% | +$57.4M+38.0% | +$86.4M+70.6% | +$112.3M+116.5% | -1 employees-14.3% over 3Y | +269 accounts+52.5% over 3Y |
| 6. Gfn Capital Management CRD 139403 · Limited Liability Company | RICHARDSON, TX | $120.1M Jul 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 7. 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 |
| 8. Lemnis Capital CRD 340137 · Limited Liability Company | RICHARDSON, TX | $97.9M Oct 2026 | — | — | — | — | +12 employees+1200.0% over Total | — |