Top 8 financial advisor firms in Frisco

8 SEC-registered financial advisor firms are headquartered in Frisco, TX, with $12.3B in combined regulatory assets under management. The largest by assets are Tectonic Advisors ($5.14B), Cain, Watters & Associates ($5.04B) and QuadCap Wealth Management ($1.34B).

8
Financial advisor firms: $12.3B
Their combined AUM: $184M
Median firm AUM: 7,163
Clients of the top 8

The 8 largest by assets

1
Tectonic Advisors
RIA
$5.14B
Up to 0.80% a year
2
Cain, Watters & Associates
RIA
$5.04B
Regulatory AUM
3
QuadCap Wealth Management
RIA
$1.34B
Up to 1.00%
4
Brindle & Bay Financial Advisors
RIA
$185M
0.30% to 1.25% a year
5
Kingstone Capital Partners Texas
RIA
$182M
0.50% to 2.00% a year
6
Stonebridge Wealth Management
RIA
$135M
0.40% to 1.00% a year
7
Wave Wealth Management
RIA
$134M
0.40% to 1.00% a year
8
Eagle Financial Advisors
RIA
$113M
Regulatory AUM

Profiles of the top 8

No. 1 · RIA

Tectonic Advisors

Tectonic Advisors is an investment adviser based in Frisco, TX, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $5.14 billion, as filed on 30 March 2026.

Tectonic Advisors charges up to 0.80% a year for its Separately managed account program.

Regulatory AUM: $5.14B
Clients: 2,377
Advisory staff: 3
Fee schedule: Up to 0.80% a year
Minimum account: $250,000
Custodians: Charles Schwab, Tbank, NA
Headquarters: 17 Cowboys Way, Ste 250, Frisco, TX 75034
Phone: 713-250-4200
Website: tectonicadvisors.com

No. 2 · RIA

Cain, Watters & Associates

Cain, Watters & Associates is an investment adviser based in Frisco, TX, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and individual clients. Its regulatory assets under management total $5.04 billion, as filed on 4 June 2026.

Regulatory AUM: $5.04B
Clients: 3,397
Advisory staff: 86
Custodians: T Bank, NA, Charles Schwab
Headquarters: 17 Cowboys Way, Suite 300, Frisco, TX 75034
Phone: 972-233-3323
Website: cainwatters.com

No. 3 · RIA

QuadCap Wealth Management

QuadCap Wealth Management is an investment adviser based in Frisco, TX, registered with the SEC since 2014. 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 $1.34 billion, as filed on 16 September 2026.

QuadCap Wealth Management charges up to 1.00% for its Asset-Based Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.34B
Clients: 582
Advisory staff: 18
Founded: 2009
Fee schedule: Up to 1.00%
Custodians: Charles Schwab
Headquarters: 2600 Network BLVD, Suite 300, Frisco, TX 75034
Phone: 972-818-2400
Website: quadcapwm.com

No. 4 · RIA

Brindle & Bay Financial Advisors

Brindle & Bay Financial Advisors is an investment adviser based in Frisco, TX, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $185 million, as filed on 10 July 2026.

Brindle & Bay Financial Advisors charges 0.30%–1.25% a year for its Annual Management Fee.

Regulatory AUM: $185M
Clients: 184
Advisory staff: 3
Fee schedule: 0.30% to 1.25% a year
Custodians: Altruist
Headquarters: 5899 Preston RD, Ste. 1103, Frisco, TX 75034
Phone: 214-988-9178
Website: brindleandbay.com

No. 5 · RIA

Kingstone Capital Partners Texas

Kingstone Capital Partners Texas is an investment adviser based in Frisco, TX, registered with the SEC since 2020. 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 $182 million, as filed on 7 April 2026.

Kingstone Capital Partners Texas charges 0.50%–2.00% a year for its Investment Management Services.

Regulatory AUM: $182M
Clients: 192
Advisory staff: 7
Fee schedule: 0.50% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 6160 Warren Parkway, Suite 100, Frisco, TX 75034
Phone: 866-361-1600
Website: kingstonefinancial.com

No. 6 · RIA

Stonebridge Wealth Management

Stonebridge Wealth Management is an investment adviser based in Frisco, TX, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $135 million, as filed on 4 February 2026.

Stonebridge Wealth Management charges 0.40%–1.00% a year for its Investment Management Services.

Regulatory AUM: $135M
Clients: 40
Advisory staff: 1
Fee schedule: 0.40% to 1.00% a year
Custodians: Fidelity
Headquarters: 6160 Warren Parkway, Suite 100, Frisco, TX 75034
Phone: 972-418-2946
Website: stonebridgewealth.com

No. 7 · RIA

Wave Wealth Management

Wave Wealth Management is an investment adviser based in Frisco, TX, registered with the SEC since 2024. 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 $134 million, as filed on 23 February 2026.

Wave Wealth Management charges 0.40%–1.00% a year for its Investment Management Services.

Regulatory AUM: $134M
Clients: 62
Advisory staff: 2
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 7000 Parkwood BLVD., Suite G300, Frisco, TX 75034
Phone: 972-954-4100
Website: wavewealth.com

No. 8 · RIA

Eagle Financial Advisors

Eagle Financial Advisors is an investment adviser based in Frisco, TX, registered with the SEC since 2026. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $113 million, as filed on 2 September 2026.

Regulatory AUM: $113M
Clients: 329
Advisory staff: 9
Headquarters: 9300 Wade BLVD., Suite 100, Frisco, TX 75035
Phone: 800-994-1317
Website: eaglefinancialadvisors.net

Questions about financial advisors in Frisco

How many financial advisor firms are headquartered in Frisco?

8 SEC-registered financial advisor firms report their principal office in Frisco, TX, managing $12.3B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Frisco?

Tectonic Advisors, with $5.14B in regulatory assets under management on its latest Form ADV. The next largest are Cain, Watters & Associates ($5.04B) and QuadCap Wealth Management ($1.34B).

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

How large is a typical financial advisor firm in Frisco?

The median firm manages $184M in regulatory assets. That is the midpoint of the 8 firms headquartered in Frisco.

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

How much do financial advisors in Frisco charge?

Of the 8 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 2.00% 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 Frisco?

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

Frisco has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Frisco

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