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Top 4 financial advisor firms in Allen

4 SEC-registered financial advisor firms are headquartered in Allen, TX, with $1.97B in combined regulatory assets under management. The largest by assets are AssetBuilder ($813M), Act Wealth Management ($569M) and Revere Asset Management ($408M).

4
Financial advisor firms
$1.97B
Their combined AUM
$488M
Median firm AUM
1,596
Clients of the top 4

The 4 largest by assets

  1. 1
    AssetBuilder

    RIA

    $813M

  2. 2
    Act Wealth Management

    RIA

    $569M

  3. 3
    Revere Asset Management

    RIA

    $408M

  4. 4
    New Dimensions Wealth Management

    RIA

    $182M

Profiles of the top 4

No. 1 · RIA

AssetBuilder

AssetBuilder is an investment adviser based in Allen, TX, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $813 million, as filed on 22 April 2026.

AssetBuilder charges 0.35%–0.90% a year for its Investment Management Fees.

Regulatory AUM
$813M
Clients
720
Advisory staff
7
Founded
2006
Fee schedule
0.35% to 0.90% a year
Minimum account
$350,000
Headquarters
1050 South Central Expy, Suite 1140, Allen, TX 75013
Phone
972-535-4040
Website
assetbuilder.com

No. 2 · RIA

Act Wealth Management

Act Wealth Management is an investment adviser based in Allen, TX, registered with the SEC since 2010. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $569 million, as filed on 17 February 2026.

Act Wealth Management charges up to 1.50% a year for its Investment advisory services.

Regulatory AUM
$569M
Clients
264
Advisory staff
5
Founded
2010
Fee schedule
Up to 1.50% a year
Custodians
Charles Schwab, Fidelity
Headquarters
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013
Phone
214-618-2022
Website
actwealthmanagement.com

No. 3 · RIA

Revere Asset Management

Revere Asset Management is an investment adviser based in Allen, TX, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $408 million, as filed on 13 February 2026.

Regulatory AUM
$408M
Clients
501
Advisory staff
5
Founded
2010
Custodians
Charles Schwab
Headquarters
825 Watters Creek BLVD, Suite 385, Allen, TX 75013
Phone
855-732-5932
Website
revereasset.com

No. 4 · RIA

New Dimensions Wealth Management

New Dimensions Wealth Management is an investment adviser based in Allen, TX, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $182 million, as filed on 31 March 2026.

New Dimensions Wealth Management charges 0.30%–0.80% a year for its Investment Management Services.

Regulatory AUM
$182M
Clients
111
Advisory staff
2
Fee schedule
0.30% to 0.80% a year
Custodians
Charles Schwab
Headquarters
550 S. Watters Road, Suite 242, Allen, TX 75013
Phone
972-972-8565
Website
ndwealth.com

Questions about financial advisors in Allen

How many financial advisor firms are headquartered in Allen?

4 SEC-registered financial advisor firms report their principal office in Allen, TX, managing $1.97B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Allen?

AssetBuilder, with $813M in regulatory assets under management on its latest Form ADV. The next largest are Act Wealth Management ($569M) and Revere Asset Management ($408M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Allen?

The median firm manages $488M in regulatory assets. That is the midpoint of the 4 firms headquartered in Allen.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Allen charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Allen?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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