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Top 3 financial advisor firms in McKinney

3 SEC-registered financial advisor firms are headquartered in McKinney, TX, with $972M in combined regulatory assets under management. The largest by assets are Corus Family Wealth Advisors ($620M), Succession Financial ($210M) and Kopion Asset Management ($143M).

3
Financial advisor firms
$972M
Their combined AUM
$210M
Median firm AUM
320
Clients of the top 3

The 3 largest by assets

  1. 1
    Corus Family Wealth Advisors

    RIA

    $620M

  2. 2
    Succession Financial

    RIA

    $210M

  3. 3
    Kopion Asset Management

    RIA

    $143M

Profiles of the top 3

No. 1 · RIA

Corus Family Wealth Advisors

Corus Family Wealth Advisors is an investment adviser based in McKinney, TX, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $620 million, as filed on 6 May 2026.

Corus Family Wealth Advisors charges 0.50%–1.25% a year for its Investment supervisory services.

Regulatory AUM
$620M
Clients
133
Advisory staff
8
Founded
1999
Fee schedule
0.50% to 1.25% a year
Custodians
Charles Schwab
Headquarters
5900 S. Lake Forest Drive, Suite 280, McKinney, TX 75070
Phone
972-422-1010
Website
coruswealth.com

No. 2 · RIA

Succession Financial

Succession Financial is an investment adviser based in McKinney, TX, registered with the SEC since 2025. 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 $210 million, as filed on 10 September 2026.

Succession Financial charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM
$210M
Clients
173
Advisory staff
3
Founded
2018
Fee schedule
Up to 1.50% a year
Custodians
Fidelity
Headquarters
300 E. Davis Street, Ste. 152, McKinney, TX 75069
Phone
214-334-6261
Website
succession-financial.com

No. 3 · RIA

Kopion Asset Management

Kopion Asset Management is an investment adviser based in McKinney, TX, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $143 million, as filed on 6 February 2026.

Kopion Asset Management charges 0.60%–1.25% a year for its Management Fee.

Regulatory AUM
$143M
Clients
14
Advisory staff
2
Fee schedule
0.60% to 1.25% a year
Minimum account
$125,000
Custodians
Charles Schwab
Headquarters
400 W. Louisiana Street, McKinney, TX 75069-4444
Phone
214-425-7027
Website
kopion.com

Questions about financial advisors in McKinney

How many financial advisor firms are headquartered in McKinney?

3 SEC-registered financial advisor firms report their principal office in McKinney, TX, managing $972M 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 McKinney?

Corus Family Wealth Advisors, with $620M in regulatory assets under management on its latest Form ADV. The next largest are Succession Financial ($210M) and Kopion Asset Management ($143M).

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

How large is a typical financial advisor firm in McKinney?

The median firm manages $210M in regulatory assets. That is the midpoint of the 3 firms headquartered in McKinney.

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

How much do financial advisors in McKinney 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 1.25% 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 McKinney?

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

McKinney has 3 financial advisor firms; see every adviser in the city →

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