Company lists · Data refreshed November 2026

Top 23 Concierge wealth services based in Plano, United States

Name: Concierge wealth services based in Plano, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 58 companies tracked

RevenueBase identified 58 company matches for concierge wealth services associated with Plano, United States as of November 2026 and tracks 458 professional contacts across them, including 167 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Plano has 58.

This list covers company matches for concierge wealth services 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 November 6, 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 Nov 6, 2026 How this list was built

58Companies

458Contacts tracked

167Verified emails

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The 23 largest concierge wealth services based in Plano, United States

Ranked by team size

Top 23 of 58 company matches for concierge wealth services based in Plano, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Sfmg Wealth Advisors	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	11-50	46 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 · Nov 6, 2026 · View company records in RevenueBase
2	Astra Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “Astra Wealth Management is an independent firm of experienced, engaged financial professionals on a mission to help clients find financial success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	SMD Consulting & Accounting LLC	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “TAX \| LAW \| WEALTH MANAGEMENT \| INSURANCE Comprehensive… Proactive… Sophisticated… Personalized… Unique strategies for self-employed physicians, software developers, real estate…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Symphony Wealth Group	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
5	TFR Wealth Management, LLC	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “TFR Wealth Management provides complete wealth management and investment advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Crescent Securities Group	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	11-50	12 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 · Nov 6, 2026 · View company records in RevenueBase
7	Legacy Consulting Group	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
8	Frazier Wealth Strategies, INC	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
9	Valorous Advisors	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	1-10	8 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 · Nov 6, 2026 · View company records in RevenueBase
10	The Watchman Group	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “The Watchman Group, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	CMG Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
12	Lifeway Financial Corporation	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
13	Interlinc Financial Advisors, INC	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	1-10	5 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 · Nov 6, 2026 · View company records in RevenueBase
14	Integrated Financial Solutions Group	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
15	BC Robertson LAW	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “B.C.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Fulcrum Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Experience the power of seamless integration, all on one end-to-end platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Strategic Wealth Partners	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Strategic Wealth Partners is a team of professionals with a thorough understanding of new opportunities and changing financial conditions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Willow Bend Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
19	Retirement Lifestyle Consultants, Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “At Retirement Lifestyle Consultants (RLC) Wealth Management, we entirely believe in the power of individual choice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Sunny DAY Financial	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a team of financial professionals in your corner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Katapult Wealth Partners LLC	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Katapult Wealth Partners is a boutique wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Bell & Valente Wealth Services	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Freshfield Investments	Exact match	Plano, TX, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Fee-only, fiduciary wealth management led by a financial economist, helping individuals, families, and business owners grow, protect, and enjoy their wealth.” Recorded in the RevenueBase company graph · Nov 6, 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 “concierge wealth services”. 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 23 of 58 concierge wealth services based in Plano, United States

See the full list, filter by size, metro and specialty, and access 167 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Concierge wealth services based in Plano, United States at a glance

As of Nov 6, 2026

36.5%Verified-email coverage

7.9Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 58 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 “concierge wealth services” 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 167 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 November 6, 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.

Concierge wealth services 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 “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many concierge wealth services are there based in Plano, United States?

RevenueBase identified 58 company matches for concierge wealth services associated with Plano, United States as of November 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?

Sfmg Wealth Advisors 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 concierge wealth services?

New York leads the United States with 589 company records, followed by Atlanta (272) and Houston (263). Plano has 58.

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 167 professional contacts with verified work emails tracked across these 58 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 November 6, 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.