Best Financial Advisors in RICHARDSON, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in RICHARDSON
LD LOWE WEALTH ADVISORY
RICHARDSON, TX · Since 2005
BLAND GARVEY WEALTH ADVISORS, LLC
RICHARDSON, TX · Since 2009
STRATEGIC WEALTH PLANNING
RICHARDSON, TX · Since 2009
BOWIE CAPITAL MANAGEMENT, LLC
RICHARDSON, TX · Since 2014
NORTHILL AIMS, LLC
RICHARDSON, TX · Since 2025
LEMNIS CAPITAL
RICHARDSON, TX · Since 2026
CLAIRALPHA ADVISORS LLC
RICHARDSON, TX · Since 2026
GENERATIONAL WEALTH ADVISORS
RICHARDSON, TX · Since 2007
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in RICHARDSON?
The median advisory fee in RICHARDSON, TX is 0.95% of assets under management per year, based on Form ADV filings from 8 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.