Top 10 financial advisor firms in Plano

29 SEC-registered financial advisor firms are headquartered in Plano, TX, with $405B in combined regulatory assets under management. The largest by assets are Fisher Asset Management ($387B), RPOA Advisors ($3.59B) and SFMG ($2.96B).

29
Financial advisor firms: $405B
Their combined AUM: $359M
Median firm AUM: 211,852
Clients of the top 10

The 10 largest by assets

1
Fisher Asset Management
RIA
$387B
1.00% to 1.25% a year
2
RPOA Advisors
RIA
$3.59B
Regulatory AUM
3
SFMG
RIA
$2.96B
0.60% to 1.25% a year
4
Tyche Wealth Partners
RIA
$1.57B
Up to 1.50% a year
5
Parkway Wealth Management Group
RIA
$1.22B
Regulatory AUM
6
Insight Wealth Partners
RIA
$1.12B
Regulatory AUM
7
Moss, Luse & Womble
RIA
$803M
Up to 0.45% a year
8
Wealthstar Advisors
RIA
$724M
Up to 2.00% a year
9
Dash Acquisitions
RIA
$682M
1.00% to 1.25% a year
10
The Watchman Group
RIA
$640M
0.25% to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Fisher Asset Management

Fisher Asset Management is an investment adviser based in Plano, TX, registered with the SEC since 1987. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $387 billion, as filed on 2 April 2026.

Fisher Asset Management charges 1.00%–1.25% a year for its Private clients.

Regulatory AUM: $387B
Clients: 199,922
Advisory staff: 1,948
Fee schedule: 1.00% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 6500 International Pkwy, Ste 2050, Plano, TX 75093-8222
Phone: 800-851-8845
Website: fisherinvestments.com

No. 2 · RIA

RPOA Advisors

RPOA Advisors is an investment adviser based in Plano, TX, registered with the SEC since 2011. 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 $3.59 billion, as filed on 24 September 2026.

Regulatory AUM: $3.59B
Clients: 5,657
Advisory staff: 26
Custodians: Pershing
Headquarters: 2820 Dallas Parkway, Plano, TX 75093
Phone: 469-246-3600
Website: rpoa.com

No. 3 · RIA

SFMG

SFMG is an investment adviser based in Plano, TX, registered with the SEC since 1993. 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 $2.96 billion, as filed on 24 July 2026.

SFMG charges 0.60%–1.25% a year for its Wealth Management.

Regulatory AUM: $2.96B
Clients: 982
Advisory staff: 16
Founded: 1992
Fee schedule: 0.60% to 1.25% a year
Minimum account: $1,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 3960 Dallas Parkway, Suite 400, Plano, TX 75093
Phone: 972-960-6460
Website: sfmg.com

No. 4 · RIA

Tyche Wealth Partners

Tyche Wealth Partners is an investment adviser based in Plano, 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 $1.57 billion, as filed on 16 June 2026.

Tyche Wealth Partners charges up to 1.50% a year for its Wealth Management Services.

Regulatory AUM: $1.57B
Clients: 964
Advisory staff: 12
Founded: 2019
Fee schedule: Up to 1.50% a year
Minimum account: $100,000
Custodians: Fidelity
Headquarters: 5700 Granite Parkway, Suite 330, Plano, TX 75024
Phone: 972-327-8820
Website: astrawmg.com

No. 5 · RIA

Parkway Wealth Management Group

Parkway Wealth Management Group is an investment adviser based in Plano, 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 $1.22 billion, as filed on 14 September 2026.

Regulatory AUM: $1.22B
Clients: 1,342
Advisory staff: 16
Custodians: Raymond James
Headquarters: 5550 Granite Parkway, Suite 180, Plano, TX 75024
Phone: 972-502-9340
Website: parkwayteam.com

No. 6 · RIA

Insight Wealth Partners

Insight Wealth Partners is an investment adviser based in Plano, TX, registered with the SEC since 2010. 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 $1.12 billion, as filed on 31 March 2026.

Regulatory AUM: $1.12B
Clients: 959
Advisory staff: 16
Founded: 2010
Custodians: Charles Schwab, Fidelity
Headquarters: 3333 Premier Drive, Suite 800, Plano, TX 75023
Phone: 972-543-4800
Website: insightwp.com

No. 7 · RIA

Moss, Luse & Womble

Moss, Luse & Womble is an investment adviser based in Plano, TX, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $803 million, as filed on 28 September 2026.

Moss, Luse & Womble charges up to 0.45% a year for its Asset Management.

Regulatory AUM: $803M
Clients: 874
Advisory staff: 21
Fee schedule: Up to 0.45% a year
Custodians: Charles Schwab
Headquarters: 5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024
Phone: 972-674-2584
Website: mosslusewomble.com

No. 8 · RIA

Wealthstar Advisors

Wealthstar Advisors is an investment adviser based in Plano, TX, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $724 million, as filed on 14 March 2026.

Wealthstar Advisors charges up to 2.00% a year for its Wrap Fee Program.

Regulatory AUM: $724M
Clients: 453
Advisory staff: 8
Founded: 2010
Fee schedule: Up to 2.00% a year
Custodians: Fidelity
Headquarters: 305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
Phone: 972-372-2935

No. 9 · RIA

Dash Acquisitions

Dash Acquisitions is an investment adviser based in Plano, TX, registered with the SEC since 2018. 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 $682 million, as filed on 10 September 2026.

Dash Acquisitions charges 1.00%–1.25% a year for its Investment Management Fees.

Regulatory AUM: $682M
Clients: 433
Advisory staff: 7
Founded: 2004
Fee schedule: 1.00% to 1.25% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 6275 W Plano Pkwy, Suite 555, Plano, TX 75093
Phone: 800-549-3227
Website: dashinvestments.com

No. 10 · RIA

The Watchman Group

The Watchman Group is an investment adviser based in Plano, TX, registered with the SEC since 2005. 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 $640 million, as filed on 5 March 2026.

The Watchman Group charges 0.25%–1.25% a year for its Compensation for Advisory Services.

Regulatory AUM: $640M
Clients: 266
Advisory staff: 4
Founded: 2004
Fee schedule: 0.25% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 5045 Lorimar Drive, Suite 200, Plano, TX 75093
Phone: 469-241-0122
Website: watchmangroup.com

Questions about financial advisors in Plano

How many financial advisor firms are headquartered in Plano?

29 SEC-registered financial advisor firms report their principal office in Plano, TX, managing $405B in regulatory assets between them. The other 5 advisers 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 Plano?

Fisher Asset Management, with $387B in regulatory assets under management on its latest Form ADV. The next largest are RPOA Advisors ($3.59B) and SFMG ($2.96B).

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

How large is a typical financial advisor firm in Plano?

The median firm manages $359M in regulatory assets. That is the midpoint of the 29 firms headquartered in Plano.

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

How much do financial advisors in Plano charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.45% 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 Plano?

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

Plano has 29 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Plano

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