Best Financial Advisors in ALLEN, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$569M
Median AUM
4
Firms Listed
in our database
Loading map...
Top Rated Established Verified4 firms shown
Top-Ranked Advisors in ALLEN
#1
89
ASSETBUILDER, INC.
ALLEN, TX · Since 2007
$813M AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
88
ACT WEALTH MANAGEMENT, LLC
ALLEN, TX · Since 2010
$569M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
85
REVERE ASSET
ALLEN, TX · Since 2022
$408M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
75
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
ALLEN, TX · Since 2023
$182M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in ALLEN?
The median advisory fee in ALLEN, TX is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.