Best Financial Advisors in RICHARDSON, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in RICHARDSON
BOWIE CAPITAL MANAGEMENT, LLC
RICHARDSON, TX · Since 2014
LD LOWE WEALTH ADVISORY
RICHARDSON, TX · Since 2005
STRATEGIC WEALTH PLANNING
RICHARDSON, TX · Since 2009
BLAND GARVEY WEALTH ADVISORS, LLC
RICHARDSON, TX · Since 2009
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 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 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.