#1 Act Wealth Management, LLC
ACT WEALTH MANAGEMENT, LLC
Based in Allen, TX
Call (214) 618-2022Retirement Plan Advisors in Allen, TX
The top-ranked retirement plan advisors serving Allen, TX are Act Wealth Management, LLC, Revere Asset and Steadtrust. We list 66 retirement plan advisors serving Allen, TX. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Allen, TX (Collin County). 66 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Allen
#2 Revere Asset
REVERE ASSET MANAGEMENT, INC.Based in Allen, TXCall (855) 732-5932 · Website#3 Steadtrust
STEADTRUST LLCServes this area from Allen, TX (1 mi)Call (972) 876-8422 · Website#4 Insight Wealth Partners
INSIGHT WEALTH PARTNERS, LLCServes this area from Plano, TX (5 mi)Call (972) 543-4800 · Website#5 Succession Financial, Inc
SUCCESSION FINANCIAL, INC.Serves this area from McKinney, TX (7 mi)Call (214) 334-6261 · Website#6 Strategic Financial Planning, Inc.
STRATEGIC FINANCIAL PLANNING, INC.Serves this area from Plano, TX (8 mi)Call (972) 403-1234 · Website#7 Strategic Wealth Planning
BLUM FINANCIAL, LPServes this area from Richardson, TX (8 mi)Call (214) 727-6000 · Website#8 Moss, Luse & Womble, LLC
MOSS, LUSE & WOMBLE, LLCServes this area from Plano, TX (8 mi)Call (972) 674-2584 · Website#9 Astra Wealth Management Group
TYCHE WEALTH PARTNERS LLCServes this area from Plano, TX (8 mi)Call (972) 327-8820 · Website#10 Tfr Capital
TFR CAPITAL, LLCServes this area from Plano, TX (9 mi)Call (800) 765-0397 · Website
20 more providers serving this area
- Quadcap Wealth Management, LLC, Frisco, TX (9 mi)
- Wave Wealth Management, LLC, Frisco, TX (9 mi)
- Lemnis Capital, Richardson, TX (9 mi)
- Schlegel Dunn LLC, Plano, TX (9 mi)
- Clairalpha Advisors LLC, Frisco, TX (9 mi)
- Crescent Advisor Group, Inc., Plano, TX (9 mi)
- Vann Equity Management LLC, Plano, TX (9 mi)
- Kingstone Capital Partners Texas, LLC, Frisco, TX (9 mi)
- Ld Lowe Wealth Advisory, Richardson, TX (9 mi)
- Bland Garvey Wealth Advisors, LLC, Richardson, TX (10 mi)
- Generational Wealth Advisors, Richardson, TX (10 mi)
- Tevis Investment Management, LLC, Plano, TX (10 mi)
- United Advisors America, Prosper, TX (11 mi)
- Gfn Capital Management, Richardson, TX (12 mi)
- Retirement Advisors, LLC, Dallas, TX (12 mi)
- Focus 401 (k) Group, LLC, Addison, TX (13 mi)
- J.e. Simmons & Co., P.C., Dallas, TX (13 mi)
- Advisor Resource Council, Dallas, TX (14 mi)
- Bannerman Wealth, Lewisville, TX (14 mi)
- Balefire, LLC, Addison, TX (14 mi)
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Frequently asked questions
How many retirement plan advisors serve Allen?
We list 66 retirement plan advisors serving Allen, TX: 2 based there and 64 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Allen?
The top-ranked retirement plan advisors serving Allen, TX are Act Wealth Management, LLC, Revere Asset, Steadtrust, Insight Wealth Partners and Succession Financial, Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Allen are verified against official records?
10 of the top 10 match an active official record: Act Wealth Management, LLC (U.S. Securities and Exchange Commission), Revere Asset (U.S. Securities and Exchange Commission), Steadtrust (U.S. Securities and Exchange Commission), Insight Wealth Partners (U.S. Securities and Exchange Commission) and Succession Financial, Inc (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .