Top Financial Advisors in Frisco, Texas
Finding the right financial advisor in Frisco is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Frisco, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Frisco, TX.
Find the Best Financial Advisor Firms in Frisco:
CAIN, WATTERS & ASSOCIATES, LLC
CRD#: 111521
Address: 17 Cowboys Way, Suite 300, Frisco, TX 75034
Clients: 1,410
Average Clients per Advisor: 19
AUM: $ 4.2B
QUADCAP WEALTH MANAGEMENT, LLC
CRD#: 151490
Address: 2600 Network Blvd Suite 300, Frisco, TX 75034
Clients: 263
Average Clients per Advisor: 21
AUM: $ 1.1B
CONSILIUM WEALTH ADVISORY, LLC
CRD#: 164993
Address: Frisco, TX
Clients: 44
Average Clients per Advisor: 11
AUM: $ 313M
BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515
Address: Frisco, TX
Clients: 279
Average Clients per Advisor: 39
AUM: $ 240M
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CRD#: 281593
Address: 6160 Warren Parkway Suite 100, Frisco, TX 75034
Clients: 147
Average Clients per Advisor: 21
AUM: $ 158M
ATLAS
CRD#: 324191
Address: Frisco, TX
Clients: 18
Average Clients per Advisor: 3
AUM: $ 121M
How We Chose the Top Financial Advisors in Frisco, Texas
To create this list of top financial advisor firms in Frisco, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Frisco has to offer.
Search Financial Advisors in Frisco, Texas
Kerry John Prazak
Muraly Jayaram
Cheri Clark Measom
Nirvana Mounir Fahmy
Tammie Dunn Walker
Solomon Cartier
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
