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Regency Wealth Advisors, Llc

Regency Wealth Management provides financial planning, investment solutions, advocacy and guidance customized to each client’s personal situation.

Financial Services
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Headquarters
Fort Worth, Texas, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
98 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Regency Wealth Advisors, Llc do?

Its stated services include comprehensive financial planning, retirement income planning, investment management, Social Security and pension planning, and workplace retirement plan management. The firm states that it is a Series 65 licensed advisory firm held to a fiduciary standard.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Corporate 401(k) plans

The firm says its services are customized for each client’s personal situation.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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Embeddable award for your website

BADGE PREVIEWRegency Wealth Advisors, Llc listed #8 on Asset managers, September 20, 2026Open the published source list.
Regency Wealth Advisors, Llc

#8 Asset managers

Snapshot: September 20, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 3, 2026, September 4, 2026, September 13, 2026, September 15, 2026, September 16, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 29, 2026, September 30, 2026, October 10, 2026 and October 11, 2026. How the company lists are built.

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