#1 Act Wealth Management, LLC
ACT WEALTH MANAGEMENT, LLC
Based in Allen, TX
Call (214) 618-2022Retirement Plan Advisors in Collin County, TX
The top-ranked retirement plan advisors serving Collin County, TX are Act Wealth Management, LLC, Astra Wealth Management Group and Clairalpha Advisors LLC. We list 66 retirement plan advisors serving Collin County, 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 Collin County, TX. 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 Collin County
#2 Astra Wealth Management Group
TYCHE WEALTH PARTNERS LLCBased in Plano, TXCall (972) 327-8820 · Website#3 Clairalpha Advisors LLC
CLAIRALPHA ADVISORS LLCBased in Frisco, TXCall (713) 364-3839 · Website#4 Crescent Advisor Group, Inc.
CRESCENT ADVISOR GROUP, INC.Based in Plano, TXCall (972) 490-0150 · Website#5 Insight Wealth Partners
INSIGHT WEALTH PARTNERS, LLCBased in Plano, TXCall (972) 543-4800 · Website#6 Kingstone Capital Partners Texas, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLCBased in Frisco, TXCall (866) 361-1600 · Website#7 Moss, Luse & Womble, LLC
MOSS, LUSE & WOMBLE, LLCBased in Plano, TXCall (972) 674-2584 · Website#8 Quadcap Wealth Management, LLC
QUADCAP WEALTH MANAGEMENT, LLCBased in Frisco, TXCall (972) 818-2400 · Website#9 Revere Asset
REVERE ASSET MANAGEMENT, INC.Based in Allen, TXCall (855) 732-5932 · Website#10 Schlegel Dunn LLC
SCHLEGEL DUNN LLCBased in Plano, TXCall (972) 327-3607 · Website
20 more providers serving this area
- Steadtrust, Allen, TX
- Strategic Financial Planning, Inc., Plano, TX
- Strategic Wealth Planning, Richardson, TX
- Succession Financial, Inc, McKinney, TX
- Tevis Investment Management, LLC, Plano, TX
- Tfr Capital, Plano, TX
- United Advisors America, Prosper, TX
- Vann Equity Management LLC, Plano, TX
- Wave Wealth Management, LLC, Frisco, TX
- Lemnis Capital, Richardson, TX (17 mi)
- Ld Lowe Wealth Advisory, Richardson, TX (17 mi)
- Bland Garvey Wealth Advisors, LLC, Richardson, TX (18 mi)
- Generational Wealth Advisors, Richardson, TX (18 mi)
- Rockwall Wealth Management, Rockwall, TX (19 mi)
- Gfn Capital Management, Richardson, TX (20 mi)
- Retirement Advisors, LLC, Dallas, TX (20 mi)
- Focus 401 (k) Group, LLC, Addison, TX (21 mi)
- J.e. Simmons & Co., P.C., Dallas, TX (21 mi)
- Bannerman Wealth, Lewisville, TX (22 mi)
- Advisor Resource Council, Dallas, TX (22 mi)
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Frequently asked questions
How many retirement plan advisors serve Collin County?
We list 66 retirement plan advisors serving Collin County, TX: 19 based there and 47 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 Collin County?
The top-ranked retirement plan advisors serving Collin County, TX are Act Wealth Management, LLC, Astra Wealth Management Group, Clairalpha Advisors LLC, Crescent Advisor Group, Inc. and Insight Wealth Partners. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Collin County 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), Astra Wealth Management Group (U.S. Securities and Exchange Commission), Clairalpha Advisors LLC (U.S. Securities and Exchange Commission), Crescent Advisor Group, Inc. (U.S. Securities and Exchange Commission) and Insight Wealth Partners (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 .
Cities in Collin County
Communities served
Murphy, Fairview, Lucas, Josephine, Lavon, Parker, Farmersville, Lowry Crossing, Nevada, Seis Lagos, Blue Ridge, Westminster, St. Paul, Weston, New Hope