Company lists · Data refreshed September 2026

Top 25 Wealth management firms based in Plano, United States

Name: Wealth management 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 16, 2026 56 companies tracked

RevenueBase identified 56 wealth management firms headquartered in Plano, United States as of September 2026 and tracks 529 professional contacts across them, including 147 with verified work emails. New York is the largest hub.

This list covers wealth management 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

56Companies

529Contacts tracked

147Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest wealth management firms based in Plano, United States

Ranked by team size

Top 25 of 56 wealth management firms based in Plano, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Sfmg Wealth Advisors	Partial evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	11-50	40 contacts →
	Partial evidence “SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints.” Source: RevenueBase Database · checked Sep 16, 2026
2	Money Matters With KEN Moraif	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	51-200	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 16, 2026
3	Astra Wealth Management	Strong evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	11-50	14 contacts →
	Strong evidence “Astra Wealth Management is an independent firm of experienced, engaged financial professionals on a mission to help clients find financial success.” Source: RevenueBase Database · checked Sep 16, 2026
4	SMD Consulting & Accounting LLC	Strong evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	11-50	14 contacts →
	Strong evidence “TAX \| LAW \| WEALTH MANAGEMENT \| INSURANCE Comprehensive… Proactive… Sophisticated… Personalized… Unique strategies for self-employed physicians, software developers, real estate…” Source: RevenueBase Database · checked Sep 16, 2026
5	Symphony Wealth Group	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	11-50	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 16, 2026
6	Spectrum Advisors	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	12 contacts →
	Indirect evidence “Spectrum Advisors has been more than just a financial firm for over 40 years.” Source: RevenueBase Database · checked Sep 16, 2026
7	Legacy Consulting Group	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	11 contacts →
	Indirect evidence “Legacy Consulting Group is a financial planning firm located in Plano, Texas.” Source: RevenueBase Database · checked Sep 16, 2026
8	Crescent Securities Group	Partial evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	11-50	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 16, 2026
9	TFR Wealth Management, LLC	Strong evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	11-50	9 contacts →
	Strong evidence “TFR Wealth Management provides complete wealth management and investment advice.” Source: RevenueBase Database · checked Sep 16, 2026
10	Frazier Wealth Strategies, INC	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Indirect evidence “Today, the vast majority of people are troubled and confused about the economy.” Source: RevenueBase Database · checked Sep 16, 2026
11	Wealthstar Advisors, LLC	Strong evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	11-50	8 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
12	The Watchman Group	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Indirect evidence “The Watchman Group, Inc.” Source: RevenueBase Database · checked Sep 16, 2026
13	Interlinc Financial Advisors, INC	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
14	Cain Financial Solutions	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “When you enter Cain Financial Solutions, LLC, judgment is left at the door and a friendly table awaits, ready to work.” Source: RevenueBase Database · checked Sep 16, 2026
15	CMG Wealth Management	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
16	Lifeway Financial Corporation	Partial evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
17	Integrated Financial Solutions Group	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
18	Provident Financial Planning	Partial evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Partial evidence “Our investment, tax, and estate planning advisors help successful families align their financial strategies to grow wealth, minimize taxes, and steward a lasting legacy across…” Source: RevenueBase Database · checked Sep 16, 2026
19	Fulcrum Wealth Management	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “Experience the power of seamless integration, all on one end-to-end platform.” Source: RevenueBase Database · checked Sep 16, 2026
20	Katapult Wealth Partners LLC	Strong evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Strong evidence “Katapult Wealth Partners is a boutique wealth management firm.” Source: RevenueBase Database · checked Sep 16, 2026
21	Willow Bend Wealth Management	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “Our goal is to help you take a proactive approach to your personal financial situation.” Source: RevenueBase Database · checked Sep 16, 2026
22	Retirement Lifestyle Consultants, Wealth Management	Strong evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Strong evidence “At Retirement Lifestyle Consultants (RLC) Wealth Management, we entirely believe in the power of individual choice.” Source: RevenueBase Database · checked Sep 16, 2026
23	Strategic Wealth Partners	Partial evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Partial 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 16, 2026
24	Freshfield Investments	Strong evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Strong evidence “Fee-only, fiduciary wealth management led by a financial economist, helping individuals, families, and business owners grow, protect, and enjoy their wealth.” Source: RevenueBase Database · checked Sep 16, 2026
25	Sunny DAY Financial	Indirect evidence	Plano, TX, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026

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: wealth management firms. 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 wealth management firms.
Partial evidence: Its own public description names part of wealth management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management firms. 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 25 of 56 wealth management firms based in Plano, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 147 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth management firms based in Plano, United States at a glance

As of Sep 16, 2026

27.8%Verified-email coverage

9.4Average contacts per company

1-10Median size (employees)

958.9%Largest-city concentration · New York

Sep 16, 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 56 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 wealth management firms, 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 “wealth management firms”. 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 wealth management firms), 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 wealth management 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 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, 147 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 16, 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.

Wealth management firms by metro in the United States

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 wealth management firms, 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 wealth management firms are there based in Plano, United States?

RevenueBase identified 56 wealth management 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?

Sfmg Wealth Advisors, headquartered in Plano, tops this list with the largest team on record.

Which city has the most wealth management firms?

New York leads with 537 headquartered companies, followed by Atlanta (256) and Houston (251).

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 147 verified decision-maker contacts tracked across these 56 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 16, 2026.

Ready to reach these companies? Verified emails and direct dials for all 56 wealth management firms based in Plano, United States. Start with a free account, no credit card.

Download this list →

Related lists

Wealth management firms by geography

Browse the directory

Browse: Companies home · Wealth management firms in United States · All United States lists · All Wealth management firms lists · New lists

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.