# Financial advisors in Frisco, TX

> AdvisorCensus lists 39 investment advisory firms with a principal office in Frisco, Texas (part of the Dallas metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Dallas metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/dallas/frisco

## At a glance

- Investment advisory firms: 39
- Registration: SEC-registered investment adviser: 11, State-registered investment adviser: 19, Exempt reporting adviser: 9
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 8 (27%); Percentage of assets 29 (97%); Hourly charges 13 (43%); Fixed fees 21 (70%); Performance-based fees 2 (7%); Other 4 (13%); No compensation arrangements reported 9
- Regulatory assets under management (Item 5.F): Under $25 million 13 (33%); $25 million to $100 million 7 (18%); $100 million to $500 million 5 (13%); $1 billion to $5 billion 2 (5%); Over $5 billion 2 (5%); Not reported 10 (26%)
- Years registered: Under 5 years 21 (54%); 5 to 9 years 8 (21%); 10 to 19 years 7 (18%); 20 years or more 2 (5%); Not reported 1 (3%)

## Firms (page 1 of 1, 1 to 39 of 39, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Affordable Life Plans, LLC](https://advisorcensus.com/firm/affordable-life-plans-llc-frisco-tx-164009) ([md](https://advisorcensus.com/firm/affordable-life-plans-llc-frisco-tx-164009.md)) | 164009 | Frisco, TX | State-registered investment adviser | Under $25 million | 10 | Fixed fee |
| [Altfund Management, LLC](https://advisorcensus.com/firm/altfund-management-llc-frisco-tx-319328) ([md](https://advisorcensus.com/firm/altfund-management-llc-frisco-tx-319328.md)) | 319328 | Frisco, TX | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Avenue Retirement Services](https://advisorcensus.com/firm/avenue-retirement-services-frisco-tx-165606) ([md](https://advisorcensus.com/firm/avenue-retirement-services-frisco-tx-165606.md)) | 165606 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [Black Knight Alternative Investments, LLC](https://advisorcensus.com/firm/black-knight-alternative-investments-llc-frisco-tx-319681) ([md](https://advisorcensus.com/firm/black-knight-alternative-investments-llc-frisco-tx-319681.md)) | 319681 | Frisco, TX | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Braxton Financial Group, LLC](https://advisorcensus.com/firm/braxton-financial-group-llc-frisco-tx-292903) ([md](https://advisorcensus.com/firm/braxton-financial-group-llc-frisco-tx-292903.md)) | 292903 | Frisco, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Breck Partners, LLC](https://advisorcensus.com/firm/breck-partners-llc-frisco-tx-301203) ([md](https://advisorcensus.com/firm/breck-partners-llc-frisco-tx-301203.md)) | 301203 | Frisco, TX | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Brindle & Bay Financial Advisors, LLC](https://advisorcensus.com/firm/brindle-and-bay-financial-advisors-llc-frisco-tx-291747) ([md](https://advisorcensus.com/firm/brindle-and-bay-financial-advisors-llc-frisco-tx-291747.md)) | 291747 | Frisco, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Bsip SLP GP, LLC](https://advisorcensus.com/firm/bsip-slp-gp-llc-frisco-tx-298964) ([md](https://advisorcensus.com/firm/bsip-slp-gp-llc-frisco-tx-298964.md)) | 298964 | Frisco, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Performance fee, Other |
| [Cain, Watters & Associates, LLC](https://advisorcensus.com/firm/cain-watters-and-associates-llc-frisco-tx-111521) ([md](https://advisorcensus.com/firm/cain-watters-and-associates-llc-frisco-tx-111521.md)) | 111521 | Frisco, TX | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Hourly, Fixed fee |
| [Clairalpha Advisors LLC](https://advisorcensus.com/firm/clairalpha-advisors-llc-frisco-tx-342087) ([md](https://advisorcensus.com/firm/clairalpha-advisors-llc-frisco-tx-342087.md)) | 342087 | Frisco, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other |
| [Data One Capital Management LLC](https://advisorcensus.com/firm/data-one-capital-management-llc-frisco-tx-316965) ([md](https://advisorcensus.com/firm/data-one-capital-management-llc-frisco-tx-316965.md)) | 316965 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Performance fee |
| [David Rhodes Cannon, C.P.A., LLC](https://advisorcensus.com/firm/david-rhodes-cannon-c-p-a-llc-frisco-tx-327314) ([md](https://advisorcensus.com/firm/david-rhodes-cannon-c-p-a-llc-frisco-tx-327314.md)) | 327314 | Frisco, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Eagle Financial Advisors, LLC](https://advisorcensus.com/firm/eagle-financial-advisors-llc-frisco-tx-167696) ([md](https://advisorcensus.com/firm/eagle-financial-advisors-llc-frisco-tx-167696.md)) | 167696 | Frisco, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [EDK Advisory](https://advisorcensus.com/firm/edk-advisory-frisco-tx-292227) ([md](https://advisorcensus.com/firm/edk-advisory-frisco-tx-292227.md)) | 292227 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Everglade Capital, LLC](https://advisorcensus.com/firm/everglade-capital-llc-frisco-tx-341491) ([md](https://advisorcensus.com/firm/everglade-capital-llc-frisco-tx-341491.md)) | 341491 | Frisco, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Firethorn Investment Advisory LLC](https://advisorcensus.com/firm/firethorn-investment-advisory-llc-frisco-tx-325835) ([md](https://advisorcensus.com/firm/firethorn-investment-advisory-llc-frisco-tx-325835.md)) | 325835 | Frisco, TX | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Fortress Estate Solutions, PLLC](https://advisorcensus.com/firm/fortress-estate-solutions-pllc-frisco-tx-142809) ([md](https://advisorcensus.com/firm/fortress-estate-solutions-pllc-frisco-tx-142809.md)) | 142809 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Herrington Wealth Management Corporation](https://advisorcensus.com/firm/herrington-wealth-management-corporation-frisco-tx-305202) ([md](https://advisorcensus.com/firm/herrington-wealth-management-corporation-frisco-tx-305202.md)) | 305202 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Kingstone Capital Partners Texas, LLC](https://advisorcensus.com/firm/kingstone-capital-partners-texas-llc-frisco-tx-281593) ([md](https://advisorcensus.com/firm/kingstone-capital-partners-texas-llc-frisco-tx-281593.md)) | 281593 | Frisco, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Leadership Financial Advisors, LLC](https://advisorcensus.com/firm/leadership-financial-advisors-llc-frisco-tx-332430) ([md](https://advisorcensus.com/firm/leadership-financial-advisors-llc-frisco-tx-332430.md)) | 332430 | Frisco, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Manzil Investment Advisors, LLC](https://advisorcensus.com/firm/manzil-investment-advisors-llc-frisco-tx-308500) ([md](https://advisorcensus.com/firm/manzil-investment-advisors-llc-frisco-tx-308500.md)) | 308500 | Frisco, TX | SEC-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Maverick Private Wealth LLC](https://advisorcensus.com/firm/maverick-private-wealth-llc-frisco-tx-175105) ([md](https://advisorcensus.com/firm/maverick-private-wealth-llc-frisco-tx-175105.md)) | 175105 | Frisco, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly |
| [Maverick Tech Fund Manager](https://advisorcensus.com/firm/maverick-tech-fund-manager-frisco-tx-339973) ([md](https://advisorcensus.com/firm/maverick-tech-fund-manager-frisco-tx-339973.md)) | 339973 | Frisco, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [McClure Capital Advisors, Inc.](https://advisorcensus.com/firm/mcclure-capital-advisors-inc-frisco-tx-159981) ([md](https://advisorcensus.com/firm/mcclure-capital-advisors-inc-frisco-tx-159981.md)) | 159981 | Frisco, TX | State-registered investment adviser | Under $25 million | 14 | % of assets, Fixed fee, Other |
| [Meredith Bay Collective](https://advisorcensus.com/firm/meredith-bay-collective-frisco-tx-338521) ([md](https://advisorcensus.com/firm/meredith-bay-collective-frisco-tx-338521.md)) | 338521 | Frisco, TX | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Montipora Capital Management LLC](https://advisorcensus.com/firm/montipora-capital-management-llc-frisco-tx-341920) ([md](https://advisorcensus.com/firm/montipora-capital-management-llc-frisco-tx-341920.md)) | 341920 | Frisco, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [MRM Financial Advisors, LLC](https://advisorcensus.com/firm/mrm-financial-advisors-llc-frisco-tx-290753) ([md](https://advisorcensus.com/firm/mrm-financial-advisors-llc-frisco-tx-290753.md)) | 290753 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Multi Asset Generational Manager LLC](https://advisorcensus.com/firm/multi-asset-generational-manager-llc-frisco-tx-329402) ([md](https://advisorcensus.com/firm/multi-asset-generational-manager-llc-frisco-tx-329402.md)) | 329402 | Frisco, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [OH Cap Asset Management](https://advisorcensus.com/firm/oh-cap-asset-management-frisco-tx-330600) ([md](https://advisorcensus.com/firm/oh-cap-asset-management-frisco-tx-330600.md)) | 330600 | Frisco, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Olimpio NEU & Associates, Inc.](https://advisorcensus.com/firm/olimpio-neu-and-associates-inc-frisco-tx-114752) ([md](https://advisorcensus.com/firm/olimpio-neu-and-associates-inc-frisco-tx-114752.md)) | 114752 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Quadcap Wealth Management, LLC](https://advisorcensus.com/firm/quadcap-wealth-management-llc-frisco-tx-151490) ([md](https://advisorcensus.com/firm/quadcap-wealth-management-llc-frisco-tx-151490.md)) | 151490 | Frisco, TX | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [STF Advisory Inc](https://advisorcensus.com/firm/stf-advisory-inc-frisco-tx-339084) ([md](https://advisorcensus.com/firm/stf-advisory-inc-frisco-tx-339084.md)) | 339084 | Frisco, TX | State-registered investment adviser | Not reported | 0 | % of assets |
| [Stonebridge Wealth Management, LLC](https://advisorcensus.com/firm/stonebridge-wealth-management-llc-frisco-tx-146775) ([md](https://advisorcensus.com/firm/stonebridge-wealth-management-llc-frisco-tx-146775.md)) | 146775 | Frisco, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Surepath Wealth Management, LLC](https://advisorcensus.com/firm/surepath-wealth-management-llc-frisco-tx-333020) ([md](https://advisorcensus.com/firm/surepath-wealth-management-llc-frisco-tx-333020.md)) | 333020 | Frisco, TX | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Tectonic Advisors LLC](https://advisorcensus.com/firm/tectonic-advisors-llc-frisco-tx-139713) ([md](https://advisorcensus.com/firm/tectonic-advisors-llc-frisco-tx-139713.md)) | 139713 | Frisco, TX | SEC-registered investment adviser | Over $5 billion | 20 | % of assets |
| [The Wealth Expedition](https://advisorcensus.com/firm/the-wealth-expedition-frisco-tx-336109) ([md](https://advisorcensus.com/firm/the-wealth-expedition-frisco-tx-336109.md)) | 336109 | Frisco, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Two Pillars Asset Management](https://advisorcensus.com/firm/two-pillars-asset-management-frisco-tx-300859) ([md](https://advisorcensus.com/firm/two-pillars-asset-management-frisco-tx-300859.md)) | 300859 | Frisco, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Wave Wealth Management, LLC](https://advisorcensus.com/firm/wave-wealth-management-llc-frisco-tx-285079) ([md](https://advisorcensus.com/firm/wave-wealth-management-llc-frisco-tx-285079.md)) | 285079 | Frisco, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Waymaker Partners, LLC](https://advisorcensus.com/firm/waymaker-partners-llc-frisco-tx-313403) ([md](https://advisorcensus.com/firm/waymaker-partners-llc-frisco-tx-313403.md)) | 313403 | Frisco, TX | Exempt reporting adviser | Not reported | Not reported | Not reported |

## Questions people ask

**How many financial advisory firms are there in Frisco, TX?**
AdvisorCensus lists 39 investment advisory firms with a principal office in Frisco, Texas (part of the Dallas metro area), from Form ADV filings as of October 2026: 11 SEC-registered, 19 state-registered, and 9 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Frisco, TX?**
8 of the 39 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Frisco, TX offer financial planning?**
21 of the 30 firms in Frisco, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Frisco, TX fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 8 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Frisco, TX: 39 firms from Form ADV filings as of October 2026.