Firms by city
Registered investment advisers in Richardson, TX
7 SEC-registered advisers headquartered in Richardson, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Bowie Capital Management | Richardson, TX | $2.81B |
| Talis Advisory Services | Richardson, TX | $569M |
| Northill Aims | Richardson, TX | $249M |
| Bland Garvey Wealth Advisors | Richardson, TX | $241M |
| Blum Financial | Richardson, TX | $209M |
| Glazer Capital Management | Richardson, TX | $120M |
| L.D. Lowe Wealth Advisory | Richardson, TX | $119M |
- Headquarters
- Richardson, TX
- Regulatory AUM
- $2.81B
- Headquarters
- Richardson, TX
- Regulatory AUM
- $569M
- Headquarters
- Richardson, TX
- Regulatory AUM
- $249M
- Headquarters
- Richardson, TX
- Regulatory AUM
- $241M
- Headquarters
- Richardson, TX
- Regulatory AUM
- $209M
- Headquarters
- Richardson, TX
- Regulatory AUM
- $120M
- Headquarters
- Richardson, TX
- Regulatory AUM
- $119M
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 Richardson 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.