#1 United Capital Financial Advisors
UNITED CAPITAL FINANCIAL ADVISORS, LLC
Based in Irving, TX
Call (972) 822-2055 · WebsiteRetirement Plan Advisors in Irving, TX
The top-ranked retirement plan advisors serving Irving, TX are United Capital Financial Advisors, S&s Wealth Management and Cfo4life. We list 81 retirement plan advisors serving Irving, 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 Irving, 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 Irving
#2 S&s Wealth Management
S & S WEALTH MANAGEMENT, L.P.Serves this area from Grand Prairie, TX (7 mi)Call (817) 276-8090 · Website#3 Cfo4life
CFO4LIFE GROUP, LLCServes this area from Coppell, TX (7 mi)Call (214) 637-9500 · Website#4 Ackerman Capital Management
ACKERMAN CAPITAL ADVISORS, LLCServes this area from Dallas, TX (9 mi)Call (214) 361-5383 · Website#5 Double Eagle Wealth Management LLC
DOUBLE EAGLE WEALTH MANAGEMENT LLCServes this area from Dallas, TX (9 mi)Call (214) 814-4978 · Website#6 Roserock Wealth Management, LLC
ROSEROCK WEALTH MANAGEMENT, LLCServes this area from Dallas, TX (9 mi)Call (214) 220-8989 · Website#7 Vaquero Private Wealth, Ltd.
VAQUERO PRIVATE WEALTH, LTD.Serves this area from Dallas, TX (9 mi)Call (214) 269-7855#8 Burford Brothers, Inc.
BURFORD BROTHERS, INC.Serves this area from University Park, TX (10 mi)Call (214) 523-2333 · Website#9 Beaird Harris
BEAIRD HARRIS WEALTH MANAGEMENT, LLCServes this area from Farmers Branch, TX (10 mi)Call (972) 503-1040 · Website#10 Applewhite & Buys Financial Advisors
APPLEWHITE FINANCIAL PLANNING, PLLCServes this area from Dallas, TX (10 mi)Call (214) 710-2498 · Website
20 more providers serving this area
- Isc Advisors, Inc., Dallas, TX (10 mi)
- Principia Wealth Advisory, LLC, Dallas, TX (10 mi)
- Prospera Financial Services, Inc., Dallas, TX (10 mi)
- Fluent Financial, LLC, Addison, TX (10 mi)
- True North Advisors, LLC, Dallas, TX (10 mi)
- Annandale Capital, LLC, Dallas, TX (10 mi)
- Balefire, LLC, Addison, TX (10 mi)
- View Capital Ria, LP, Dallas, TX (10 mi)
- Paradigm Global Investors, Dallas, TX (11 mi)
- Three Bell Capital LLC, Dallas, TX (11 mi)
- Westwood Wealth Management, Dallas, TX (11 mi)
- Texas Capital Bank Private Wealth Advisors, Dallas, TX (11 mi)
- Tkc Wealth Management LLC, Dallas, TX (11 mi)
- Delos Private Client Group, LLC, Dallas, TX (11 mi)
- Advisor Resource Council, Dallas, TX (11 mi)
- Commerce Street Investment Management, Dallas, TX (11 mi)
- Fisher\smb, Carrollton, TX (11 mi)
- Integrity Advisory Solutions, Dallas, TX (11 mi)
- Planguide Financial, Southlake, TX (11 mi)
- Hilltop Securities Inc., Dallas, TX (11 mi)
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Frequently asked questions
How many retirement plan advisors serve Irving?
We list 81 retirement plan advisors serving Irving, TX: 1 based there and 80 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 Irving?
The top-ranked retirement plan advisors serving Irving, TX are United Capital Financial Advisors, S&s Wealth Management, Cfo4life, Ackerman Capital Management and Double Eagle Wealth Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Irving are verified against official records?
10 of the top 10 match an active official record: United Capital Financial Advisors (U.S. Securities and Exchange Commission), S&s Wealth Management (U.S. Securities and Exchange Commission), Cfo4life (U.S. Securities and Exchange Commission), Ackerman Capital Management (U.S. Securities and Exchange Commission) and Double Eagle Wealth Management 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 .