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Best Financial Advisors near Richardson, Texas


To help Americans find the best financial advisors in Richardson, Texas, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Richardson, Texas.


1. LCG Associates
   (972) 387-9821
12700 Park Central Drive Suite 1912, Dallas, Texas

LCG Associates, registered in 1982, manages $564.7 million for 90 clients.

2. AssetBuilder
   (972) 535-4040
1255 West 15th Street, Suite 1000. Plano, TX

AssetBuilder, registered in 2007, manages $790.8 million for 1,099 clients.

3. Beaird Harris
   (972) 503-1040
12221 Merit DR, Ste 750. Dallas, TX

Beaird Harris, registered in 1996, manages $1.2 billion for 649 clients.

4. Corda Investment Management
   (713) 439-0665
15660 N Dallas Pkwy Suite 430, Dallas, Texas

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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5. Forteris Wealth Management
   (972) 777-6910
13155 Noel Road Suite 830, Dallas, Texas

Forteris Wealth Management, registered in 1993, manages $112.9 million for 100 clients.

6. J.E. Simmons & Co.
   (972) 404-1040
15770 N. Dallas Parkway, Suite 150. Dallas, TX

J.E. Simmons & Co., registered in 1997, manages $138.5 million for 355 clients.

7. Optima Asset Management
   (972) 726-0400
8144 Walnut Hill Lane, Suite 1180. Dallas, TX

Optima Asset Management, registered in 1996, manages $478.9 million for 94 clients.

8. LD Lowe Wealth Advisory
   (972) 335-2523
8330 Lbj Freeway, 500. Dallas, TX

LD Lowe Wealth Advisory, registered in 2005, manages $137.4 million for 273 clients.

9. Howard Financial Services
   (214) 346-0785
8350 Meadow Road, Suite 181. Dallas, TX

Howard Financial Services, registered in 1994, manages $701.4 million for 383 clients.

10. Bland Garvey Wealth Advisors
   (972) 231-2503
2600 North Central Expressway, Suite 550. Richardson, TX

Bland Garvey Wealth Advisors, registered in 2009, manages $156.7 million for 112 clients.

11. Fortune Wealth Management
   (972) 716-8002
12222 Merit Drive, Suite 1050. Dallas, TX

Fortune Wealth Management, registered in 2011, manages $256.4 million for 222 clients.

12. Smith Anglin Financial
   (972) 267-1244
14755 Preston Road., Suite 700. Dallas, TX

Smith Anglin Financial, registered in 2007, manages $816.0 million for 886 clients.

13. Alpha Cubed Investments
   (800) 701-2457
10000 North Central Expressway Suite 400, Dallas, Texas

Alpha Cubed Investments, registered in 2012, manages $1.5 billion for 1,405 clients.

14. Saddock Wealth
   (972) 437-5201
7920 Belt Line Road, Suite 550. Dallas, TX

Saddock Wealth, registered in 2013, manages $128.9 million for 11 clients.

15. HQ Capital Real Estate
   (212) 843-6100
10440 N. Central Expressway Suite 806, Dallas, Texas

HQ Capital Real Estate, registered in 2011, manages $1.7 billion for 21 clients.

16. Probity Advisors
   (214) 891-8131
10000 N. Central Expressway, Suite 1326. Dallas, TX

Probity Advisors, registered in 2002, manages $464.4 million for 502 clients.

17. Capital Advisory Group
   (972) 770-4840
5151 Belt Line Road, Suite 1250. Dallas, TX

Capital Advisory Group, registered in 2005, manages $151.8 million for 83 clients.

18. Capital Ideas
   (214) 750-4400
12720 Hillcrest DR, Suite 910. Dallas, TX

Capital Ideas, registered in 2006, manages $168.1 million for 69 clients.

19. Heritage Financial Planning
   (214) 446-2100
10440 N. Central Expressway, Suite 1120. Dallas, TX

Heritage Financial Planning, registered in 2014, manages $187.7 million for 116 clients.

20. Heritage Financial Planning
   (214) 446-2100
Multiple Locations

Heritage Financial Planning, registered in 2014, manages $187.7 million for 116 clients.



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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Summit Portfolio Management
   (702) 838-9999

Summit Portfolio Management, registered in 1994, manages $112.2 million for 111 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Top Cities for Texas


Addison, Texas Alief, Texas Austin, Texas Bellaire, Texas Carrollton, Texas Dallas, Texas Houston, Texas Plano, Texas Richardson, Texas UT, Texas

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