Company lists · Data refreshed September 2026

Top 25 Asset management consulting firms based in Plano, United States

Name: Asset management consulting firms based in Plano, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 59 companies tracked

RevenueBase identified 59 company matches for asset management consulting firms associated with Plano, United States as of September 2026 and tracks 5,629 professional contacts across them, including 3,685 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Plano has 59.

This list covers company matches for asset management consulting firms associated with Plano, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 14, 2026 How this list was built

59Companies

5,629Contacts tracked

3,685Verified emails

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The 25 largest asset management consulting firms based in Plano, United States

Ranked by team size

Top 25 of 59 company matches for asset management consulting firms based in Plano, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	5,001-10,000	5,152 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Sfmg Wealth Advisors	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	11-50	40 contacts →
	Exact match “SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Money Matters With KEN Moraif	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	51-200	20 contacts →
	Exact match “This page is a publication of MMWKM Advisors, LLC (d/b/a Retirement Planners of America.) Retirement Planners of America manages over $4.7 billion for over clients.* Our…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Symphony Wealth Group	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	11-50	12 contacts →
	Exact match “Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Spectrum Advisors	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	12 contacts →
	Exact match “Spectrum Advisors has been more than just a financial firm for over 40 years.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Legacy Consulting Group	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	11 contacts →
	Exact match “Legacy Consulting Group is a financial planning firm located in Plano, Texas.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Crescent Securities Group	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	11-50	9 contacts →
	Exact match “Crescent Securities Group, Inc.("CSG") is a full service broker dealer and fully integrated financial management firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	TFR Wealth Management, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	11-50	9 contacts →
	Exact match “TFR Wealth Management provides complete wealth management and investment advice.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Frazier Wealth Strategies, INC	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	8 contacts →
	Exact match “Today, the vast majority of people are troubled and confused about the economy.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Wealthstar Advisors, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	11-50	8 contacts →
	Exact match “WealthStar Advisors is a premier independent financial planning and wealth management firm serving a variety of high net worth individuals, families, and businesses across North…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Peak Harbor Asset Management Group	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	7 contacts →
	Exact match “We are an end-to-end asset management company with national on-ground coverage.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Valorous Advisors	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	7 contacts →
	Exact match “Valorous Advisors is an independent advisory firm focused on designing and managing smart, efficient retirement programs for companies and individuals and their families.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	The Watchman Group	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “The Watchman Group, Inc.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Interlinc Financial Advisors, INC	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Cain Financial Solutions	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “When you enter Cain Financial Solutions, LLC, judgment is left at the door and a friendly table awaits, ready to work.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	CMG Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Anyone who has ever navigated a boat knows that if you do nothing more than set your initial trajectory, you’ll end up somewhere other than your target destination.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Lifeway Financial Corporation	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Lifeway Financial is a financial services company providing financial planning and investment management services to individuals and family groups on a personal, fee-only basis.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Guardian Financial Group	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	11-50	5 contacts →
	Exact match “We believe ministers who spend their lives serving others deserve a secure retirement.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Integrated Financial Solutions Group	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Integrated Financial Solutions Group Integrated Financial Solutions Group (IFSG) is a full-service financial planning firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
20	KARME	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “KARME is a complete wheelhouse for your financial needs.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
21	Provident Financial Planning	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Our investment, tax, and estate planning advisors help successful families align their financial strategies to grow wealth, minimize taxes, and steward a lasting legacy across…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
22	Legacy Wealth Planner, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	11-50	3 contacts →
	Exact match “Legacy Wealth Planner creates customized financial plans for each and every client.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
23	Fulcrum Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Experience the power of seamless integration, all on one end-to-end platform.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
24	Katapult Wealth Partners LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Katapult Wealth Partners is a boutique wealth management firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
25	Willow Bend Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Our goal is to help you take a proactive approach to your personal financial situation.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 59 asset management consulting firms based in Plano, United States

See the full list, filter by size, metro and specialty, and access 3,685 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Plano, United States at a glance

As of Sep 14, 2026

65.5%Verified-email coverage

95.4Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Plano, so it is reported there. Company counts and contact totals on this page are exact for Plano, over 59 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Plano, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 3,685 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Plano, United States?

RevenueBase identified 59 company matches for asset management consulting firms associated with Plano, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Fisher Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Plano has 59.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 3,685 professional contacts with verified work emails tracked across these 59 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.