Company lists · Data refreshed September 2026

Top 21 Investment firms based in Plano, United States

Name: Investment 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 4, 2026 36 companies tracked

RevenueBase identified 36 investment firms headquartered in Plano, United States as of September 2026 and tracks 334 professional contacts across them, including 90 with verified work emails. New York is the largest hub.

This list covers investment firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

36Companies

334Contacts tracked

90Verified emails

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The 21 largest investment firms based in Plano, United States

Ranked by team size

Top 21 of 36 investment firms based in Plano, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	CMG CompaniesStrong evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	11-50	22
	“CMG Companies is a collection of separate and independent entities, holding controlling investments predominantly in the multi-unit and franchise sector, spanning restaurants…” Source: company website · checked Sep 4, 2026
2	Starfish PartnersIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	51-200	21
	“The search and staffing industry is a classic tale of early visionaries that created a worldwide market that today exceeds one-half trillion dollars in revenues annually.” Source: company website · checked Sep 4, 2026
3	Chapwood Investments, LLCStrong evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	15
	“Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Source: company website · checked Sep 4, 2026
4	Symphony Wealth GroupStrong evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	11-50	12
	“Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner.” Source: company website · checked Sep 4, 2026
5	Legacy Consulting GroupIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	11
	“Legacy Consulting Group is a financial planning firm located in Plano, Texas.” Source: company website · checked Sep 4, 2026
6	TFR Wealth Management, LLCStrong evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	11-50	9
	“TFR Wealth Management provides complete wealth management and investment advice.” Source: company website · checked Sep 4, 2026
7	Crescent Securities GroupIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	11-50	9
	“Crescent Securities Group, Inc.("CSG") is a full service broker dealer and fully integrated financial management firm.” Source: company website · checked Sep 4, 2026
8	Interlinc Financial Advisors, INCIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	6
	“No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up.” Source: company website · checked Sep 4, 2026
9	Lifeway Financial CorporationStrong evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	5
	“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: company website · checked Sep 4, 2026
10	CMG Wealth ManagementIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	5
	“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: company website · checked Sep 4, 2026
11	Fulcrum Wealth ManagementIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“Experience the power of seamless integration, all on one end-to-end platform.” Source: company website · checked Sep 4, 2026
12	Mentor Capital, Inc. MntrIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	11-50	3
	“Mentor Capital, Inc.(MNTR) is a public operating company that invests in its larger pre-IPO acquisitions and fundings.” Source: company website · checked Sep 4, 2026
13	Katapult Wealth Partners LLCIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“Katapult Wealth Partners is a boutique wealth management firm.” Source: company website · checked Sep 4, 2026
14	Retirement Lifestyle Consultants, Wealth ManagementIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“At Retirement Lifestyle Consultants (RLC) Wealth Management, we entirely believe in the power of individual choice.” Source: company website · checked Sep 4, 2026
15	Willow Bend Wealth ManagementIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“Our goal is to help you take a proactive approach to your personal financial situation.” Source: company website · checked Sep 4, 2026
16	Strategic Wealth PartnersIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	3
	“Strategic Wealth Partners is a team of professionals with a thorough understanding of new opportunities and changing financial conditions.” Source: company website · checked Sep 4, 2026
17	Sunny DAY FinancialIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	2
	“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: company website · checked Sep 4, 2026
18	Bell & Valente Wealth ServicesStrong evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	2
	“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: company website · checked Sep 4, 2026
19	Tyme AdvisorsIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	2
	“We are a value oriented boutique wealth advisory and consulting firm.” Source: company website · checked Sep 4, 2026
20	Mosaic FinancialIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	1
	“We provide simple solutions for complex finances.” Source: company website · checked Sep 4, 2026
21	NTD CapitalIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	1-10	1
	“NTD strategically cultivates robust partnerships for institutional investors, delivering exceptional access to the most attractive opportunities in the private markets.” Source: company website · checked Sep 4, 2026

Showing 21 of 36 investment firms based in Plano, United States

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Investment firms based in Plano, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Plano, over 36 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment firms, 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 an evidence 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, 90 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Plano, United States?

RevenueBase identified 36 investment firms 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?

CMG Companies, headquartered in Plano, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 90 verified decision-maker contacts tracked across these 36 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 4, 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.