Top 9 advisors in Addison
We’ve curated a list of the best financial advisors in Addison, take a look at it below
Find an advisor in Addison| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $709,797,736 | 16 advisors | ||
| 2 | $501,732,834 | 120 advisors | ||
| 3 | $431,644,628 | 9 advisors | ||
| 4 | $269,059,288 | 16 advisors | ||
| 5 | $242,356,613 | 4 advisors | ||
| 6 | $118,000,000 | 7 advisors | ||
| 7 | $93,171,000 | 2 advisors | ||
| 8 | $49,213,470 | 3 advisors | ||
| 9 | $24,134,689 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Addison, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Addison. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Pcim Realty Advisors, LLC
Assets under management
$709,797,736
Fee structure
A percentage of assets under your management
Performance-based fees
% OF INITIAL INVESTMENT COSTS
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Foundation Energy Management
Assets under management
$501,732,834
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. B-29 Advisors, LLC
Assets under management
$431,644,628
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Phoenix Capital Realty Advisors, LLC
Assets under management
$269,059,288
Fee structure
A percentage of assets under your management
Performance-based fees
% OF INITIAL INVESTMENT COSTS
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Mgb Wealth Management, LLC
Assets under management
$242,356,613
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
6. Spectrum Advisors, Inc.
Assets under management
$118,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
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7. Focus 401 (k) Group, LLC
Assets under management
$93,171,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Pension Consulting Services
8. 7th Harvest Investments
Assets under management
$49,213,470
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
9. Prudent Money Financial Services
Assets under management
$24,134,689
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SALE OF BOOKS & PRODUCTS AND PUBLIC SPEAKING FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Author, Public Speaking, Radio Show
Your first meeting is free.