Top 6 financial advisor firms in Richardson

6 SEC-registered financial advisor firms are headquartered in Richardson, TX, with $1.51B in combined regulatory assets under management. The largest by assets are Talis Advisory Services ($569M), Northill Aims ($249M) and Bland Garvey Wealth Advisors ($241M).

6
Financial advisor firms: $1.51B
Their combined AUM: $225M
Median firm AUM: 1,263
Clients of the top 6

The 6 largest by assets

1
Talis Advisory Services
RIA
$569M
0.50% to 1.25% a year
2
Northill Aims
RIA
$249M
Regulatory AUM
3
Bland Garvey Wealth Advisors
RIA
$241M
0.30% to 1.00% a year
4
Blum Financial
RIA
$209M
Regulatory AUM
5
Glazer Capital Management
RIA
$120M
Regulatory AUM
6
L.D. Lowe Wealth Advisory
RIA
$119M
0.70% to 1.95% a year

Profiles of the top 6

No. 1 · RIA

Talis Advisory Services

Talis Advisory Services is an investment adviser based in Richardson, TX, registered with the SEC since 2007. 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 $569 million, as filed on 22 April 2026.

Talis Advisory Services charges 0.50%–1.25% a year for its Advisory Service Fees.

Regulatory AUM: $569M
Clients: 184
Advisory staff: 11
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 3400 North Central Expressway, Suite 100, Richardson, TX 75080
Phone: 972-378-1795
Website: generationalwealthadv.com

No. 2 · RIA

Northill Aims

Northill Aims is an investment adviser based in Richardson, TX, registered with the SEC since 2025. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $249 million, as filed on 4 May 2026.

Regulatory AUM: $249M
Clients: 120
Advisory staff: 2
Founded: 2025
Custodians: Charles Schwab
Headquarters: 3400 N Central Expressway, Suite 110-220, Richardson, TX 75080
Phone: 972-480-6202
Website: northillaims.com

No. 3 · RIA

Bland Garvey Wealth Advisors

Bland Garvey Wealth Advisors is an investment adviser based in Richardson, TX, registered with the SEC since 2009. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $241 million, as filed on 18 March 2026.

Bland Garvey Wealth Advisors charges 0.30%–1.00% a year for its Investment Management Services.

Regulatory AUM: $241M
Clients: 122
Advisory staff: 4
Founded: 2006
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 2600 North Central Expressway, Suite 550, Richardson, TX 75080
Phone: 972-231-2503
Website: blandgarvey.com

No. 4 · RIA

Blum Financial

Blum Financial is an investment adviser based in Richardson, TX, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $209 million, as filed on 10 March 2026.

Regulatory AUM: $209M
Clients: 196
Advisory staff: 1
Founded: 2009
Custodians: Fidelity, Vantage Retirement Plans
Headquarters: 2929 North Central Expressway, Suite 200, Richardson, TX 75080
Phone: 214-727-6000
Website: awealthplan.com

No. 5 · RIA

Glazer Capital Management

Glazer Capital Management is an investment adviser based in Richardson, TX, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $120 million, as filed on 7 July 2026.

Regulatory AUM: $120M
Clients: 377
Advisory staff: 4
Custodians: Assetmark
Headquarters: 300 N. Coit Road, Suite 1300, Richardson, TX 75080
Phone: 972-385-0007
Website: gfncapitalmgmt.com

No. 6 · RIA

L.D. Lowe Wealth Advisory

L.D. Lowe Wealth Advisory is an investment adviser based in Richardson, TX, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $119 million, as filed on 30 March 2026.

L.D. Lowe Wealth Advisory charges 0.70%–1.95% a year for its Wealth Management Services.

Regulatory AUM: $119M
Clients: 264
Advisory staff: 2
Fee schedule: 0.70% to 1.95% a year
Custodians: Etc Brokerage Services
Headquarters: 1100 East Campbell Road, Suite 200, Richardson, TX 75081
Phone: 972-335-2523
Website: ldloweplan.com

Questions about financial advisors in Richardson

How many financial advisor firms are headquartered in Richardson?

6 SEC-registered financial advisor firms report their principal office in Richardson, TX, managing $1.51B 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 Richardson?

Talis Advisory Services, with $569M in regulatory assets under management on its latest Form ADV. The next largest are Northill Aims ($249M) and Bland Garvey Wealth Advisors ($241M).

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

How large is a typical financial advisor firm in Richardson?

The median firm manages $225M in regulatory assets. That is the midpoint of the 6 firms headquartered in Richardson.

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

How much do financial advisors in Richardson charge?

Of the 6 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 1.95% 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 Richardson?

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

Richardson has 6 financial advisor firms; see every adviser in the city →