#1Fisher\smb
FISHER RETIREMENT SOLUTIONS LLC
Serves this area from Carrollton, TX (1 mi)
Retirement Plan Advisors in Carrollton, TX
The top-ranked retirement plan advisors serving Carrollton, TX are Fisher\smb, Bannerman Wealth and Focus 401 (k) Group, LLC. We list 81 retirement plan advisors serving Carrollton, 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 Carrollton, TX (Dallas County). 81 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 Carrollton
#2Bannerman Wealth
BANNERMAN WEALTH MANAGEMENT GROUP, LLCServes this area from Lewisville, TX (3 mi)#3Focus 401 (k) Group, LLC
FOCUS 401 (K) GROUP, LLCServes this area from Addison, TX (4 mi)#4Retirement Advisors, LLC
RETIREMENT ADVISORS, LLCServes this area from Dallas, TX (4 mi)#5J.e. Simmons & Co., P.C.
J.E. SIMMONS & CO., P.C.Serves this area from Dallas, TX (5 mi)#6Fluent Financial, LLC
FLUENT FINANCIAL, LLCServes this area from Addison, TX (5 mi)#7Advisor Resource Council
ADVISOR RESOURCE COUNCILServes this area from Dallas, TX (5 mi)#8Tevis Investment Management, LLC
TEVIS INVESTMENT MANAGEMENT, LLCServes this area from Plano, TX (5 mi)#9Balefire, LLC
BALEFIRE, LLCServes this area from Addison, TX (5 mi)#10Cfo4life
CFO4LIFE GROUP, LLCServes this area from Coppell, TX (5 mi)
20 more providers serving this area
- Beaird Harris, Farmers Branch, TX (6 mi)
- Applewhite & Buys Financial Advisors, Dallas, TX (6 mi)
- Principia Wealth Advisory, LLC, Dallas, TX (6 mi)
- Prospera Financial Services, Inc., Dallas, TX (7 mi)
- Crescent Advisor Group, Inc., Plano, TX (7 mi)
- Vann Equity Management LLC, Plano, TX (7 mi)
- Tkc Wealth Management LLC, Dallas, TX (7 mi)
- Schlegel Dunn LLC, Plano, TX (7 mi)
- Moss, Luse & Womble, LLC, Plano, TX (8 mi)
- Strategic Financial Planning, Inc., Plano, TX (8 mi)
- Gfn Capital Management, Richardson, TX (8 mi)
- Tfr Capital, Plano, TX (8 mi)
- Astra Wealth Management Group, Plano, TX (8 mi)
- United Capital Financial Advisors, Irving, TX (9 mi)
- Quadcap Wealth Management, LLC, Frisco, TX (9 mi)
- Kingstone Capital Partners Texas, LLC, Frisco, TX (9 mi)
- Bland Garvey Wealth Advisors, LLC, Richardson, TX (9 mi)
- Clairalpha Advisors LLC, Frisco, TX (9 mi)
- Generational Wealth Advisors, Richardson, TX (9 mi)
- Level Four Advisory Services, Dallas, TX (9 mi)
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Frequently asked questions
How many retirement plan advisors serve Carrollton?
We list 81 retirement plan advisors serving Carrollton, TX: 0 based there and 81 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 Carrollton?
The top-ranked retirement plan advisors serving Carrollton, TX are Fisher\smb, Bannerman Wealth, Focus 401 (k) Group, LLC, Retirement Advisors, LLC and J.e. Simmons & Co., P.C.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Carrollton are verified against official records?
10 of the top 10 match an active official record: Fisher\smb (U.S. Securities and Exchange Commission), Bannerman Wealth (U.S. Securities and Exchange Commission), Focus 401 (k) Group, LLC (U.S. Securities and Exchange Commission), Retirement Advisors, LLC (U.S. Securities and Exchange Commission) and J.e. Simmons & Co., P.C. (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 .