Top 6 advisors in Richardson
We’ve curated a list of the best financial advisors in Richardson, take a look at it below
Find an advisor in Richardson| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $798,287,473 | 8 advisors | ||
| 2 | $282,559,722 | 23 advisors | ||
| 3 | $222,094,845 | 5 advisors | ||
| 4 | $165,961,794 | 5 advisors | ||
| 5 | $113,679,430 | 9 advisors | ||
| 6 | $24,759,135 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Richardson, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Richardson. 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. Bowie Capital Management, LLC
Assets under management
$798,287,473
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Generational Wealth Advisors
Assets under management
$282,559,722
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
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
3. Consilium Wealth Advisory, LLC
Assets under management
$222,094,845
Fee structure
A percentage of assets under your management
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
4. Bland Garvey Wealth Advisors, LLC
Assets under management
$165,961,794
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Consulting
5. Ld Lowe Wealth Advisory
Assets under management
$113,679,430
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
Pension Consulting Services
Consulting
6. Bluechip Financial Planning, Inc.
Assets under management
$24,759,135
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR/REFERRAL FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.