#1 United Advisors America
UNITED ADVISORS AMERICA CORPORATION
Serves this area from Prosper, TX (6 mi)
Call (877) 443-0610 · WebsiteRetirement Plan Advisors in Celina, TX
The top-ranked retirement plan advisors serving Celina, TX are United Advisors America, Wave Wealth Management, LLC and Succession Financial, Inc. We list 66 retirement plan advisors serving Celina, 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 Celina, 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 Celina
#2 Wave Wealth Management, LLC
WAVE WEALTH MANAGEMENT, LLCServes this area from Frisco, TX (13 mi)Call (972) 954-4100 · Website#3 Succession Financial, Inc
SUCCESSION FINANCIAL, INC.Serves this area from McKinney, TX (14 mi)Call (214) 334-6261 · Website#4 Clairalpha Advisors LLC
CLAIRALPHA ADVISORS LLCServes this area from Frisco, TX (15 mi)Call (713) 364-3839 · Website#5 Kingstone Capital Partners Texas, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLCServes this area from Frisco, TX (15 mi)Call (866) 361-1600 · Website#6 Quadcap Wealth Management, LLC
QUADCAP WEALTH MANAGEMENT, LLCServes this area from Frisco, TX (15 mi)Call (972) 818-2400 · Website#7 Steadtrust
STEADTRUST LLCServes this area from Allen, TX (16 mi)Call (972) 876-8422 · Website#8 Astra Wealth Management Group
TYCHE WEALTH PARTNERS LLCServes this area from Plano, TX (16 mi)Call (972) 327-8820 · Website#9 Tfr Capital
TFR CAPITAL, LLCServes this area from Plano, TX (16 mi)Call (800) 765-0397 · Website#10 Schlegel Dunn LLC
SCHLEGEL DUNN LLCServes this area from Plano, TX (17 mi)Call (972) 327-3607 · Website
20 more providers serving this area
- Act Wealth Management, LLC, Allen, TX (17 mi)
- Revere Asset, Allen, TX (18 mi)
- Moss, Luse & Womble, LLC, Plano, TX (18 mi)
- Strategic Financial Planning, Inc., Plano, TX (18 mi)
- Insight Wealth Partners, Plano, TX (20 mi)
- Bannerman Wealth, Lewisville, TX (21 mi)
- Crescent Advisor Group, Inc., Plano, TX (21 mi)
- Vann Equity Management LLC, Plano, TX (21 mi)
- Dfs Advisory, Denton, TX (21 mi)
- Tevis Investment Management, LLC, Plano, TX (21 mi)
- Complete Wealth Management, LLC, Denton, TX (21 mi)
- Fisher\smb, Carrollton, TX (23 mi)
- Strategic Wealth Planning, Richardson, TX (23 mi)
- Retirement Advisors, LLC, Dallas, TX (23 mi)
- Bland Garvey Wealth Advisors, LLC, Richardson, TX (24 mi)
- Generational Wealth Advisors, Richardson, TX (24 mi)
- Lemnis Capital, Richardson, TX (24 mi)
- Focus 401 (k) Group, LLC, Addison, TX (24 mi)
- Ld Lowe Wealth Advisory, Richardson, TX (25 mi)
- J.e. Simmons & Co., P.C., Dallas, TX (25 mi)
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Frequently asked questions
How many retirement plan advisors serve Celina?
We list 66 retirement plan advisors serving Celina, TX: 0 based there and 66 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 Celina?
The top-ranked retirement plan advisors serving Celina, TX are United Advisors America, Wave Wealth Management, LLC, Succession Financial, Inc, Clairalpha Advisors LLC and Kingstone Capital Partners Texas, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Celina are verified against official records?
10 of the top 10 match an active official record: United Advisors America (U.S. Securities and Exchange Commission), Wave Wealth Management, LLC (U.S. Securities and Exchange Commission), Succession Financial, Inc (U.S. Securities and Exchange Commission), Clairalpha Advisors LLC (U.S. Securities and Exchange Commission) and Kingstone Capital Partners Texas, LLC (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 .