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Top 3 financial advisor firms in Flower Mound

3 SEC-registered financial advisor firms are headquartered in Flower Mound, TX, with $2.16B in combined regulatory assets under management. The largest by assets are One Way Holdings ($1.81B), Riverchase Wealth Management ($251M) and Westmont Advisory ($100M).

3
Financial advisor firms
$2.16B
Their combined AUM
$251M
Median firm AUM
1,259
Clients of the top 3

The 3 largest by assets

  1. 1
    One Way Holdings

    RIA

    $1.81B

  2. 2
    Riverchase Wealth Management

    RIA

    $251M

  3. 3
    Westmont Advisory

    RIA

    $100M

Profiles of the top 3

No. 1 · RIA

One Way Holdings

One Way Holdings is an investment adviser based in Flower Mound, TX, registered with the SEC since 2021. 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 $1.81 billion, as filed on 18 March 2026.

One Way Holdings charges 0.50%–1.50% a year for its Management fee.

Regulatory AUM
$1.81B
Clients
1,082
Advisory staff
22
Founded
2021
Fee schedule
0.50% to 1.50% a year
Custodians
Raymond James
Headquarters
2910 Lakeside Village BLVD, Flower Mound, TX 75022
Phone
469-212-8072
Website
gdswealth.com

No. 2 · RIA

Riverchase Wealth Management

Riverchase Wealth Management is an investment adviser based in Flower Mound, TX, registered with the SEC since 2023. 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 $251 million, as filed on 7 April 2026.

Riverchase Wealth Management charges 0.65%–1.00% a year for its Investment Management Services.

Regulatory AUM
$251M
Clients
170
Advisory staff
3
Founded
2011
Fee schedule
0.65% to 1.00% a year
Minimum account
$250,000
Custodians
Charles Schwab
Headquarters
3419 Cross Timbers Road, Suite 105, Flower Mound, TX 75028
Phone
972-471-9013
Website
riverchasewealth.com

No. 3 · RIA

Westmont Advisory

Westmont Advisory is an investment adviser based in Flower Mound, TX, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $100 million, as filed on 29 September 2026.

Westmont Advisory charges 3.00% a year for its Advisory Fee.

Regulatory AUM
$100M
Clients
7
Advisory staff
2
Fee schedule
3.00% to 3.00% a year
Headquarters
870 International Pkwy, Ste 180, Flower Mound, TX 75022
Phone
214-433-7354
Website
westmontadvisory.co

Questions about financial advisors in Flower Mound

How many financial advisor firms are headquartered in Flower Mound?

3 SEC-registered financial advisor firms report their principal office in Flower Mound, TX, managing $2.16B 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 Flower Mound?

One Way Holdings, with $1.81B in regulatory assets under management on its latest Form ADV. The next largest are Riverchase Wealth Management ($251M) and Westmont Advisory ($100M).

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

How large is a typical financial advisor firm in Flower Mound?

The median firm manages $251M in regulatory assets. That is the midpoint of the 3 firms headquartered in Flower Mound.

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

How much do financial advisors in Flower Mound charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 3.00% 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 Flower Mound?

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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