Top 4 financial advisor firms in Coppell

4 SEC-registered financial advisor firms are headquartered in Coppell, TX, with $3.07B in combined regulatory assets under management. The largest by assets are Cfo4life Group ($1.94B), Main Street Retirement Planning ($717M) and Optimus Capital Advisors ($264M).

4
Financial advisor firms: $3.07B
Their combined AUM: $490M
Median firm AUM: 3,121
Clients of the top 4

The 4 largest by assets

1
Cfo4life Group
RIA
$1.94B
1.00% to 1.50% a year
2
Main Street Retirement Planning
RIA
$717M
1.25% to 1.25% a year
3
Optimus Capital Advisors
RIA
$264M
Up to 1.00% a year
4
Collective Wealth Advisors
RIA
$157M
Up to 1.50%

Profiles of the top 4

No. 1 · RIA

Cfo4life Group

Cfo4life Group is an investment adviser based in Coppell, TX, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $1.94 billion, as filed on 16 June 2026.

Cfo4life Group charges 1.00%–1.50% a year for its Investment Management Services.

Regulatory AUM: $1.94B
Clients: 1,015
Advisory staff: 14
Fee schedule: 1.00% to 1.50% a year
Minimum account: $2,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 735 Plaza BLVD., Suite 100, Coppell, TX 75019
Phone: 214-637-9500
Website: mycfo4life.com

No. 2 · RIA

Main Street Retirement Planning

Main Street Retirement Planning is an investment adviser based in Coppell, TX, registered with the SEC since 2021. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $717 million, as filed on 2 March 2026.

Main Street Retirement Planning charges 1.25% a year for its Portfolio Management Services.

Regulatory AUM: $717M
Clients: 1,688
Advisory staff: 3
Fee schedule: 1.25% to 1.25% a year
Custodians: SEI Private Trust
Headquarters: 779 W Main Street, Coppell, TX 75019
Phone: 972-393-0376
Website: mainstreetretirement.com

No. 3 · RIA

Optimus Capital Advisors

Optimus Capital Advisors is an investment adviser based in Coppell, TX, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $264 million, as filed on 13 March 2026.

Optimus Capital Advisors charges up to 1.00% a year for its Portfolio management services.

Regulatory AUM: $264M
Clients: 194
Advisory staff: 4
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 743 W. Main Street, Coppell, TX 75019
Phone: 972-745-7704
Website: optimusca.com

No. 4 · RIA

Collective Wealth Advisors

Collective Wealth Advisors is an investment adviser based in Coppell, TX, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $157 million, as filed on 8 July 2026.

Collective Wealth Advisors charges up to 1.50% for its Asset Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $157M
Clients: 224
Advisory staff: 5
Fee schedule: Up to 1.50%
Custodians: Charles Schwab
Headquarters: 713 Main Street, Coppell, TX 75019
Phone: 214-427-1427
Website: collectivewealthadvisors.com

Questions about financial advisors in Coppell

How many financial advisor firms are headquartered in Coppell?

4 SEC-registered financial advisor firms report their principal office in Coppell, TX, managing $3.07B 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 Coppell?

Cfo4life Group, with $1.94B in regulatory assets under management on its latest Form ADV. The next largest are Main Street Retirement Planning ($717M) and Optimus Capital Advisors ($264M).

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

How large is a typical financial advisor firm in Coppell?

The median firm manages $490M in regulatory assets. That is the midpoint of the 4 firms headquartered in Coppell.

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

How much do financial advisors in Coppell charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% 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 Coppell?

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

Coppell has 4 financial advisor firms; see every adviser in the city →