Firms by city
Registered investment advisers in Plano, TX
2 SEC-registered advisers headquartered in Plano, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Fisher Asset ManagementCRD 107342 | Plano, TX | $386.67B | 1,948 | 199,922 |
| CusourceCRD 44970 | Plano, TX | $52.37B | 6 | 80 |
Fisher Asset ManagementCRD 107342$386.67B
- Headquarters
- Plano, TX
- Advisory staff
- 1,948
- Clients
- 199,922
CusourceCRD 44970$52.37B
- Headquarters
- Plano, TX
- Advisory staff
- 6
- Clients
- 80
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 Plano 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 every firm with an office 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.