Company lists · Data refreshed September 2026
Top 20 Asset management service providers based in Plano, United States
RevenueBase identified 31 asset management service providers headquartered in Plano, United States as of September 2026 and tracks 5,514 professional contacts across them, including 3,612 with verified work emails. Across the United States, New York is the largest hub for this category (391 companies); Plano has 31.
This list covers asset management service providers headquartered in Plano, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 20 largest asset management service providers based in Plano, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 5,152 contacts → | ||||
Indirect evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 20 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 contacts → | ||||
Partial evidence “Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Indirect evidence “Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Indirect evidence “Legacy Consulting Group is a financial planning firm located in Plano, Texas.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Partial evidence “Crescent Securities Group, Inc.("CSG") is a full service broker dealer and fully integrated financial management firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Partial evidence “TFR Wealth Management provides complete wealth management and investment advice.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence “No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “Integrated Financial Solutions Group Integrated Financial Solutions Group (IFSG) is a full-service financial planning firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “Experience the power of seamless integration, all on one end-to-end platform.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “Katapult Wealth Partners is a boutique wealth management firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Our goal is to help you take a proactive approach to your personal financial situation.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “At Retirement Lifestyle Consultants (RLC) Wealth Management, we entirely believe in the power of individual choice.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Strategic Wealth Partners is a team of professionals with a thorough understanding of new opportunities and changing financial conditions.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a team of financial professionals in your corner.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “We are a value oriented boutique wealth advisory and consulting firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “We provide simple solutions for complex finances.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management service providers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management service providers.
- Partial evidence
- Its own public description names part of asset management service providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management service providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 20 of 31 asset management service providers based in Plano, United States
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Asset management service providers based in Plano, United States at a glance
As of Sep 30, 2026Companies by employee count
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 31 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management service providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Plano, United States whose own description of what they do matches “asset management service providers”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management service providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset management service providers, and records with no verified work email. Companies headquartered outside Plano are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 3,612 across the full list. 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 30, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Asset management service providers by metro in the United States
- Asset management service providers in New York391
- Asset management service providers in Atlanta168
- Asset management service providers in Chicago152
- Asset management service providers in Houston145
- Asset management service providers in Dallas134
- Asset management service providers in San Diego120
- Asset management service providers in Boston105
- Asset management service providers in Austin103
- Asset management service providers in Miami95
- Asset management service providers in San Francisco94
- Asset management service providers in Charlotte93
- Asset management service providers in Scottsdale92
- Asset management service providers in Denver87
- Asset management service providers in Tampa84
- Asset management service providers in Los Angeles83
- Asset management service providers in Portland75
- Asset management service providers in Cincinnati69
- Asset management service providers in Newport Beach69
- Asset management service providers in Overland Park66
- Asset management service providers in Irvine65
- Asset management service providers in Minneapolis64
- Asset management service providers in Raleigh64
- Asset management service providers in Seattle60
- Asset management service providers in Columbus56
- Asset management service providers in Indianapolis56
- Asset management service providers in Pittsburgh56
- Asset management service providers in San Antonio56
- Asset management service providers in Boca Raton55
- Asset management service providers in Omaha55
- Asset management service providers in St. Louis54
- Asset management service providers in Columbia50
- Asset management service providers in Birmingham49
- Asset management service providers in Richmond49
- Asset management service providers in Phoenix48
- Asset management service providers in Madison47
- Asset management service providers in Greenville45
- Asset management service providers in Greenwood Village45
- Asset management service providers in Las Vegas45
- Asset management service providers in Naples44
- Asset management service providers in Sarasota43
- Asset management service providers in Bellevue42
- Asset management service providers in Louisville42
- Asset management service providers in Rochester41
- Asset management service providers in Fort Worth40
- Asset management service providers in Springfield40
- Asset management service providers in Colorado Springs37
- Asset management service providers in Lexington37
- Asset management service providers in Memphis37
- Asset management service providers in Salt Lake City37
- Asset management service providers in Troy37
- Asset management service providers in Wilmington37
- Asset management service providers in Grand Rapids36
- Asset management service providers in Nashville35
- Asset management service providers in Alpharetta34
- Asset management service providers in Jacksonville34
- Asset management service providers in Pasadena34
- Asset management service providers in Tucson34
- Asset management service providers in Washington34
- Asset management service providers in Fort Lauderdale33
- Asset management service providers in Orlando33
- Asset management service providers in Tulsa33
- Asset management service providers in Cleveland32
- Asset management service providers in Philadelphia31
- Asset management service providers in Virginia Beach31
- Asset management service providers in Lake Oswego29
- Asset management service providers in Walnut Creek29
- Asset management service providers in Baton Rouge28
- Asset management service providers in Brentwood28
- Asset management service providers in Red Bank28
- Asset management service providers in Ann Arbor27
- Asset management service providers in Knoxville27
- Asset management service providers in Lafayette27
- Asset management service providers in Little Rock27
- Asset management service providers in Buffalo26
- Asset management service providers in Fort Collins26
- Asset management service providers in Franklin26
- Asset management service providers in Melville26
- Asset management service providers in Pittsford26
- Asset management service providers in Rockville26
- Asset management service providers in Coral Gables25
- Asset management service providers in Jackson25
- Asset management service providers in Kansas City25
- Asset management service providers in Lincoln25
- Asset management service providers in Mclean25
- Asset management service providers in West Des Moines25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management service providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many asset management service providers are there based in Plano, United States?
RevenueBase identified 31 asset management service providers headquartered in Plano, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Fisher Investments, headquartered in Plano, tops this list with the largest team on record.
Which city in the United States has the most asset management service providers?
New York leads the United States with 391 headquartered companies, followed by Atlanta (168) and Chicago (152). Plano has 31.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 3,612 verified decision-maker contacts tracked across these 31 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.
Ready to reach these companies? Verified emails and direct dials for all 31 asset management service providers based in Plano, United States. Start with a free account, no credit card.
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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 Smart Search, 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.
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