Firms by city
Registered investment advisers in Addison, TX
6 SEC-registered advisers headquartered in Addison, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Pcim Realty Advisors | Addison, TX | $1.22B |
| Foundation Energy Management | Addison, TX | $270M |
| Waterford Capital Investment Advisory Services | Addison, TX | $228M |
| Provident Financial Planning | Addison, TX | $174M |
| Focus 401 (K) Group | Addison, TX | $170M |
| Phoenix Capital Realty Advisors | Addison, TX | $156M |
- Headquarters
- Addison, TX
- Regulatory AUM
- $1.22B
- Headquarters
- Addison, TX
- Regulatory AUM
- $270M
- Headquarters
- Addison, TX
- Regulatory AUM
- $228M
- Headquarters
- Addison, TX
- Regulatory AUM
- $174M
- Headquarters
- Addison, TX
- Regulatory AUM
- $170M
- Headquarters
- Addison, TX
- Regulatory AUM
- $156M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Addison on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Texas.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.