Company lists · Data refreshed September 2026

Top 18 Specialist investment managers based in Plano, United States

Name: Specialist investment managers based in Plano, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 33 companies tracked

RevenueBase identified 33 company matches for specialist investment managers associated with Plano, United States as of September 2026 and tracks 5,396 professional contacts across them, including 3,621 with verified work emails. Across the United States, New York is the largest hub for this category (1,055 companies); Plano has 33.

This list covers company matches for specialist investment managers 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 22, 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 22, 2026 How this list was built

33Companies

5,396Contacts tracked

3,621Verified emails

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The 18 largest specialist investment managers based in Plano, United States

Ranked by team size

Top 18 of 33 company matches for specialist investment managers based in Plano, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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 22, 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 22, 2026 · View company records in RevenueBase
2	Money Matters With KEN Moraif	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
3	Chapwood Investments, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 2026	1-10	15 contacts →
	Exact match “Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Astra Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 2026	11-50	14 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 · Sep 22, 2026 · View company records in RevenueBase
5	SMD Consulting & Accounting LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 2026	11-50	14 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 · Sep 22, 2026 · View company records in RevenueBase
6	Legacy Consulting Group	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
7	Crescent Securities Group	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
8	TFR Wealth Management, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 2026	11-50	9 contacts →
	Exact match “TFR Wealth Management provides complete wealth management and investment advice.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Wealthstar Advisors, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
10	Interlinc Financial Advisors, INC	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
11	CMG Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
12	Fulcrum Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
13	Katapult Wealth Partners LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Katapult Wealth Partners is a boutique wealth management firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Willow Bend Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
15	Retirement Lifestyle Consultants, Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 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 · Sep 22, 2026 · View company records in RevenueBase
16	Strategic Wealth Partners	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 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 · Sep 22, 2026 · View company records in RevenueBase
17	Tyme Advisors	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “We are a value oriented boutique wealth advisory and consulting firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Bell & Valente Wealth Services	Exact match	Plano, TX, United StatesHQ recorded Sep 22, 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 · Sep 22, 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 “specialist investment managers”. 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 18 of 33 specialist investment managers based in Plano, United States

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Specialist investment managers based in Plano, United States at a glance

As of Sep 22, 2026

67.1%Verified-email coverage

163.5Average contacts per company

1-10Median size (employees)

Sep 22, 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 33 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 “specialist investment managers” 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 3,621 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 22, 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.

Specialist investment managers 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 “specialist investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 33 company matches for specialist investment managers 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 specialist investment managers?

New York leads the United States with 1,055 company records, followed by Chicago (270) and Miami (238). Plano has 33.

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 3,621 professional contacts with verified work emails tracked across these 33 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 22, 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.