# Financial advisors in Plano, TX

> AdvisorCensus lists 85 investment advisory firms with a principal office in Plano, 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/plano

## At a glance

- Investment advisory firms: 85
- Registration: SEC-registered investment adviser: 38, State-registered investment adviser: 28, Exempt reporting adviser: 19
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 21 (32%); Percentage of assets 62 (94%); Hourly charges 29 (44%); Fixed fees 39 (59%); Commissions 1 (2%); Performance-based fees 11 (17%); Other 7 (11%); No compensation arrangements reported 19
- Regulatory assets under management (Item 5.F): Under $25 million 18 (21%); $25 million to $100 million 8 (9%); $100 million to $500 million 21 (25%); $500 million to $1 billion 7 (8%); $1 billion to $5 billion 5 (6%); Over $5 billion 2 (2%); Not reported 24 (28%)
- Years registered: Under 5 years 44 (52%); 5 to 9 years 15 (18%); 10 to 19 years 16 (19%); 20 years or more 8 (9%); Not reported 2 (2%)

## Firms (page 1 of 2, 1 to 50 of 85, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Aceeda Wealth Management, Inc.](https://advisorcensus.com/firm/aceeda-wealth-management-inc-plano-tx-334893) ([md](https://advisorcensus.com/firm/aceeda-wealth-management-inc-plano-tx-334893.md)) | 334893 | Plano, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee |
| [Actio Capital Manager, LLC](https://advisorcensus.com/firm/actio-capital-manager-llc-plano-tx-334372) ([md](https://advisorcensus.com/firm/actio-capital-manager-llc-plano-tx-334372.md)) | 334372 | Plano, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alphaengine Global Investment Solution LLC](https://advisorcensus.com/firm/alphaengine-global-investment-solution-llc-plano-tx-143002) ([md](https://advisorcensus.com/firm/alphaengine-global-investment-solution-llc-plano-tx-143002.md)) | 143002 | Plano, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee, Other |
| [Asset Management Corporation](https://advisorcensus.com/firm/asset-management-corporation-plano-tx-105967) ([md](https://advisorcensus.com/firm/asset-management-corporation-plano-tx-105967.md)) | 105967 | Plano, TX | State-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Astra Wealth Management Group](https://advisorcensus.com/firm/astra-wealth-management-group-plano-tx-326006) ([md](https://advisorcensus.com/firm/astra-wealth-management-group-plano-tx-326006.md)) | 326006 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Banbridge Management, LLC](https://advisorcensus.com/firm/banbridge-management-llc-plano-tx-342310) ([md](https://advisorcensus.com/firm/banbridge-management-llc-plano-tx-342310.md)) | 342310 | Plano, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Bbae Advisors LLC](https://advisorcensus.com/firm/bbae-advisors-llc-plano-tx-269900) ([md](https://advisorcensus.com/firm/bbae-advisors-llc-plano-tx-269900.md)) | 269900 | Plano, TX | SEC-registered investment adviser | Under $25 million | 11 | % of assets |
| [BDJ Wealth Management LLC](https://advisorcensus.com/firm/bdj-wealth-management-llc-plano-tx-309290) ([md](https://advisorcensus.com/firm/bdj-wealth-management-llc-plano-tx-309290.md)) | 309290 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [BMP II Katydid Management, LLC](https://advisorcensus.com/firm/bmp-ii-katydid-management-llc-plano-tx-342610) ([md](https://advisorcensus.com/firm/bmp-ii-katydid-management-llc-plano-tx-342610.md)) | 342610 | Plano, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Caishen Financial](https://advisorcensus.com/firm/caishen-financial-plano-tx-326936) ([md](https://advisorcensus.com/firm/caishen-financial-plano-tx-326936.md)) | 326936 | Plano, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Caprock Capital Advisors Inc.](https://advisorcensus.com/firm/caprock-capital-advisors-inc-plano-tx-170672) ([md](https://advisorcensus.com/firm/caprock-capital-advisors-inc-plano-tx-170672.md)) | 170672 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Catalyst Strategic Solutions](https://advisorcensus.com/firm/catalyst-strategic-solutions-plano-tx-44970) ([md](https://advisorcensus.com/firm/catalyst-strategic-solutions-plano-tx-44970.md)) | 44970 | Plano, TX | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Fixed fee |
| [CMG Wealth Management](https://advisorcensus.com/firm/cmg-wealth-management-plano-tx-307513) ([md](https://advisorcensus.com/firm/cmg-wealth-management-plano-tx-307513.md)) | 307513 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Crescent Advisor Group, Inc.](https://advisorcensus.com/firm/crescent-advisor-group-inc-plano-tx-115974) ([md](https://advisorcensus.com/firm/crescent-advisor-group-inc-plano-tx-115974.md)) | 115974 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Crescent Investment Solutions LLC](https://advisorcensus.com/firm/crescent-investment-solutions-llc-plano-tx-331945) ([md](https://advisorcensus.com/firm/crescent-investment-solutions-llc-plano-tx-331945.md)) | 331945 | Plano, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Dash Investments](https://advisorcensus.com/firm/dash-investments-plano-tx-135281) ([md](https://advisorcensus.com/firm/dash-investments-plano-tx-135281.md)) | 135281 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [Deramus Wealth Management, LLC](https://advisorcensus.com/firm/deramus-wealth-management-llc-plano-tx-289771) ([md](https://advisorcensus.com/firm/deramus-wealth-management-llc-plano-tx-289771.md)) | 289771 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee, Performance fee |
| [Eubank, Hutson & Associates, LLC](https://advisorcensus.com/firm/eubank-hutson-and-associates-llc-plano-tx-226519) ([md](https://advisorcensus.com/firm/eubank-hutson-and-associates-llc-plano-tx-226519.md)) | 226519 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly |
| [Family Wealth Coaching, LLC](https://advisorcensus.com/firm/family-wealth-coaching-llc-plano-tx-290736) ([md](https://advisorcensus.com/firm/family-wealth-coaching-llc-plano-tx-290736.md)) | 290736 | Plano, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Farmer, Randolph W.](https://advisorcensus.com/firm/farmer-randolph-w-plano-tx-288288) ([md](https://advisorcensus.com/firm/farmer-randolph-w-plano-tx-288288.md)) | 288288 | Plano, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Financial Excavation](https://advisorcensus.com/firm/financial-excavation-plano-tx-334503) ([md](https://advisorcensus.com/firm/financial-excavation-plano-tx-334503.md)) | 334503 | Plano, TX | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Fisher Investments](https://advisorcensus.com/firm/fisher-investments-plano-tx-107342) ([md](https://advisorcensus.com/firm/fisher-investments-plano-tx-107342.md)) | 107342 | Plano, TX | SEC-registered investment adviser | Over $5 billion | 39 | % of assets, Performance fee |
| [Flood Tide Capital Management LLC](https://advisorcensus.com/firm/flood-tide-capital-management-llc-plano-tx-332867) ([md](https://advisorcensus.com/firm/flood-tide-capital-management-llc-plano-tx-332867.md)) | 332867 | Plano, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Freshfield Capital, LLC](https://advisorcensus.com/firm/freshfield-capital-llc-plano-tx-150742) ([md](https://advisorcensus.com/firm/freshfield-capital-llc-plano-tx-150742.md)) | 150742 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 16 | % of assets |
| [Fulcrum Wealth Management](https://advisorcensus.com/firm/fulcrum-wealth-management-plano-tx-159099) ([md](https://advisorcensus.com/firm/fulcrum-wealth-management-plano-tx-159099.md)) | 159099 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Gordon Oak Financial, LLC](https://advisorcensus.com/firm/gordon-oak-financial-llc-plano-tx-310697) ([md](https://advisorcensus.com/firm/gordon-oak-financial-llc-plano-tx-310697.md)) | 310697 | Plano, TX | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee, Other |
| [Gurufocus Investments, LLC](https://advisorcensus.com/firm/gurufocus-investments-llc-plano-tx-316414) ([md](https://advisorcensus.com/firm/gurufocus-investments-llc-plano-tx-316414.md)) | 316414 | Plano, TX | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Other |
| [Helping Hand RIA, LLC](https://advisorcensus.com/firm/helping-hand-ria-llc-plano-tx-309802) ([md](https://advisorcensus.com/firm/helping-hand-ria-llc-plano-tx-309802.md)) | 309802 | Plano, TX | State-registered investment adviser | Not reported | 5 | Other |
| [In-Christ Asset Management, LLC](https://advisorcensus.com/firm/in-christ-asset-management-llc-plano-tx-333883) ([md](https://advisorcensus.com/firm/in-christ-asset-management-llc-plano-tx-333883.md)) | 333883 | Plano, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee |
| [Insight Wealth Partners](https://advisorcensus.com/firm/insight-wealth-partners-plano-tx-153635) ([md](https://advisorcensus.com/firm/insight-wealth-partners-plano-tx-153635.md)) | 153635 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Intelliwealth Financial Advisors, Ltd](https://advisorcensus.com/firm/intelliwealth-financial-advisors-ltd-plano-tx-132594) ([md](https://advisorcensus.com/firm/intelliwealth-financial-advisors-ltd-plano-tx-132594.md)) | 132594 | Plano, TX | State-registered investment adviser | Under $25 million | 21 | % of assets |
| [Interlinc Financial Advisors, Inc.](https://advisorcensus.com/firm/interlinc-financial-advisors-inc-plano-tx-290740) ([md](https://advisorcensus.com/firm/interlinc-financial-advisors-inc-plano-tx-290740.md)) | 290740 | Plano, TX | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee, Other |
| [Kicking Horse Investment Management, LLC](https://advisorcensus.com/firm/kicking-horse-investment-management-llc-plano-tx-163974) ([md](https://advisorcensus.com/firm/kicking-horse-investment-management-llc-plano-tx-163974.md)) | 163974 | Plano, TX | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Knode Wealth Management LLC](https://advisorcensus.com/firm/knode-wealth-management-llc-plano-tx-336114) ([md](https://advisorcensus.com/firm/knode-wealth-management-llc-plano-tx-336114.md)) | 336114 | Plano, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Lake Whillans Capital Partners LLC](https://advisorcensus.com/firm/lake-whillans-capital-partners-llc-plano-tx-287835) ([md](https://advisorcensus.com/firm/lake-whillans-capital-partners-llc-plano-tx-287835.md)) | 287835 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [Legacy Consulting Group](https://advisorcensus.com/firm/legacy-consulting-group-plano-tx-108541) ([md](https://advisorcensus.com/firm/legacy-consulting-group-plano-tx-108541.md)) | 108541 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly |
| [Legacy Harbor](https://advisorcensus.com/firm/legacy-harbor-plano-tx-118187) ([md](https://advisorcensus.com/firm/legacy-harbor-plano-tx-118187.md)) | 118187 | Plano, TX | State-registered investment adviser | Under $25 million | 22 | % of assets |
| [Lifeway Financial Corporation](https://advisorcensus.com/firm/lifeway-financial-corporation-plano-tx-114276) ([md](https://advisorcensus.com/firm/lifeway-financial-corporation-plano-tx-114276.md)) | 114276 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [Luke Financial Company, LLC](https://advisorcensus.com/firm/luke-financial-company-llc-plano-tx-147118) ([md](https://advisorcensus.com/firm/luke-financial-company-llc-plano-tx-147118.md)) | 147118 | Plano, TX | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Lydia Partners Management, LLC](https://advisorcensus.com/firm/lydia-partners-management-llc-plano-tx-307821) ([md](https://advisorcensus.com/firm/lydia-partners-management-llc-plano-tx-307821.md)) | 307821 | Plano, TX | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Marienplatz Wealth Management LLC](https://advisorcensus.com/firm/marienplatz-wealth-management-llc-plano-tx-289049) ([md](https://advisorcensus.com/firm/marienplatz-wealth-management-llc-plano-tx-289049.md)) | 289049 | Plano, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Matador Realty Investments](https://advisorcensus.com/firm/matador-realty-investments-plano-tx-332932) ([md](https://advisorcensus.com/firm/matador-realty-investments-plano-tx-332932.md)) | 332932 | Plano, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Milestone Wealth Strategies](https://advisorcensus.com/firm/milestone-wealth-strategies-plano-tx-162625) ([md](https://advisorcensus.com/firm/milestone-wealth-strategies-plano-tx-162625.md)) | 162625 | Plano, TX | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Montgomery Capital Advisers](https://advisorcensus.com/firm/montgomery-capital-advisers-plano-tx-339529) ([md](https://advisorcensus.com/firm/montgomery-capital-advisers-plano-tx-339529.md)) | 339529 | Plano, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Moss, Luse & Womble, LLC](https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841) ([md](https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841.md)) | 152841 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Mytimeequity](https://advisorcensus.com/firm/mytimeequity-plano-tx-316917) ([md](https://advisorcensus.com/firm/mytimeequity-plano-tx-316917.md)) | 316917 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Nexus One Financial Advisors LLC](https://advisorcensus.com/firm/nexus-one-financial-advisors-llc-plano-tx-336809) ([md](https://advisorcensus.com/firm/nexus-one-financial-advisors-llc-plano-tx-336809.md)) | 336809 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets |
| [NFWM](https://advisorcensus.com/firm/nfwm-plano-tx-317406) ([md](https://advisorcensus.com/firm/nfwm-plano-tx-317406.md)) | 317406 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Noblehouse Family Office, LLC](https://advisorcensus.com/firm/noblehouse-family-office-llc-plano-tx-338855) ([md](https://advisorcensus.com/firm/noblehouse-family-office-llc-plano-tx-338855.md)) | 338855 | Plano, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [Nobles & Richards Advisors, LLC](https://advisorcensus.com/firm/nobles-and-richards-advisors-llc-plano-tx-281539) ([md](https://advisorcensus.com/firm/nobles-and-richards-advisors-llc-plano-tx-281539.md)) | 281539 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Commissions, Other |

- Next page: https://advisorcensus.com/advisors/tx/dallas/plano/page/2.md

## Questions people ask

**How many financial advisory firms are there in Plano, TX?**
AdvisorCensus lists 85 investment advisory firms with a principal office in Plano, Texas (part of the Dallas metro area), from Form ADV filings as of October 2026: 38 SEC-registered, 28 state-registered, and 19 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 Plano, TX?**
21 of the 85 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 Plano, TX offer financial planning?**
46 of the 66 firms in Plano, 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 Plano, 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 21 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.

## Related pages

- [Financial advisors in Texas](https://advisorcensus.com/advisors/tx) (https://advisorcensus.com/advisors/tx.md)
- [Financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas) (https://advisorcensus.com/advisors/tx/dallas.md)
- [Fee-only financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas/fee-only) (https://advisorcensus.com/advisors/tx/dallas/fee-only.md)
- [Flat-fee financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas/flat-fee) (https://advisorcensus.com/advisors/tx/dallas/flat-fee.md)
- [Hourly financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas/hourly) (https://advisorcensus.com/advisors/tx/dallas/hourly.md)
- [Financial advisors for concentrated stock positions in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas/concentrated-stock-positions) (https://advisorcensus.com/advisors/tx/dallas/concentrated-stock-positions.md)
- [Financial advisors for pre-retirees in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas/pre-retirees) (https://advisorcensus.com/advisors/tx/dallas/pre-retirees.md)
- [Financial advisors in Fort Worth, TX](https://advisorcensus.com/advisors/tx/dallas/fort-worth) (https://advisorcensus.com/advisors/tx/dallas/fort-worth.md)
- [Financial advisors in Southlake, TX](https://advisorcensus.com/advisors/tx/dallas/southlake) (https://advisorcensus.com/advisors/tx/dallas/southlake.md)
- [Financial advisors in Frisco, TX](https://advisorcensus.com/advisors/tx/dallas/frisco) (https://advisorcensus.com/advisors/tx/dallas/frisco.md)
- [Financial advisors in Richardson, TX](https://advisorcensus.com/advisors/tx/dallas/richardson) (https://advisorcensus.com/advisors/tx/dallas/richardson.md)
- [Financial advisors in McKinney, TX](https://advisorcensus.com/advisors/tx/dallas/mckinney) (https://advisorcensus.com/advisors/tx/dallas/mckinney.md)
- [Financial advisors in Addison, TX](https://advisorcensus.com/advisors/tx/dallas/addison) (https://advisorcensus.com/advisors/tx/dallas/addison.md)
- [Financial advisors in Denton, TX](https://advisorcensus.com/advisors/tx/dallas/denton) (https://advisorcensus.com/advisors/tx/dallas/denton.md)
- [Financial advisors in Irving, TX](https://advisorcensus.com/advisors/tx/dallas/irving) (https://advisorcensus.com/advisors/tx/dallas/irving.md)
- [Financial advisors in Allen, TX](https://advisorcensus.com/advisors/tx/dallas/allen) (https://advisorcensus.com/advisors/tx/dallas/allen.md)
- [Financial advisors in Flower Mound, TX](https://advisorcensus.com/advisors/tx/dallas/flower-mound) (https://advisorcensus.com/advisors/tx/dallas/flower-mound.md)
- [Financial advisors in Houston](https://advisorcensus.com/advisors/tx/houston) (https://advisorcensus.com/advisors/tx/houston.md)
- [Financial advisors in Austin](https://advisorcensus.com/advisors/tx/austin) (https://advisorcensus.com/advisors/tx/austin.md)
- [Financial advisors in San Antonio](https://advisorcensus.com/advisors/tx/san-antonio) (https://advisorcensus.com/advisors/tx/san-antonio.md)
- [Financial advisors in Waco](https://advisorcensus.com/advisors/tx/waco) (https://advisorcensus.com/advisors/tx/waco.md)
- [Financial advisors in El Paso](https://advisorcensus.com/advisors/tx/el-paso) (https://advisorcensus.com/advisors/tx/el-paso.md)
- [Financial advisors in Lubbock](https://advisorcensus.com/advisors/tx/lubbock) (https://advisorcensus.com/advisors/tx/lubbock.md)
- [Financial advisors in Amarillo](https://advisorcensus.com/advisors/tx/amarillo) (https://advisorcensus.com/advisors/tx/amarillo.md)
- [Financial advisors in College Station](https://advisorcensus.com/advisors/tx/college-station) (https://advisorcensus.com/advisors/tx/college-station.md)

Cite as: AdvisorCensus. Financial advisors in Plano, TX: 85 firms from Form ADV filings as of October 2026.