#1Bannerman Wealth
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Based in Lewisville, TX
Retirement Plan Advisors in Lewisville, TX
The top-ranked retirement plan advisors serving Lewisville, TX are Bannerman Wealth, Fisher\smb and Cfo4life. We list 80 retirement plan advisors serving Lewisville, 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 Lewisville, TX (Denton County). 80 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 Lewisville
#2Fisher\smb
FISHER RETIREMENT SOLUTIONS LLCServes this area from Carrollton, TX (5 mi)#3Cfo4life
CFO4LIFE GROUP, LLCServes this area from Coppell, TX (6 mi)#4Riverchase Wealth Management, LLC
RIVERCHASE WEALTH MANAGEMENT, LLCServes this area from Flower Mound, TX (6 mi)#5Schlegel Dunn LLC
SCHLEGEL DUNN LLCServes this area from Plano, TX (9 mi)#6Kingstone Capital Partners Texas, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLCServes this area from Frisco, TX (9 mi)#7Clairalpha Advisors LLC
CLAIRALPHA ADVISORS LLCServes this area from Frisco, TX (9 mi)#8Quadcap Wealth Management, LLC
QUADCAP WEALTH MANAGEMENT, LLCServes this area from Frisco, TX (9 mi)#9Tfr Capital
TFR CAPITAL, LLCServes this area from Plano, TX (9 mi)#10Astra Wealth Management Group
TYCHE WEALTH PARTNERS LLCServes this area from Plano, TX (9 mi)
20 more providers serving this area
- Tevis Investment Management, LLC, Plano, TX (9 mi)
- Retirement Advisors, LLC, Dallas, TX (10 mi)
- Focus 401 (k) Group, LLC, Addison, TX (10 mi)
- Moss, Luse & Womble, LLC, Plano, TX (10 mi)
- Strategic Financial Planning, Inc., Plano, TX (10 mi)
- Crescent Advisor Group, Inc., Plano, TX (11 mi)
- Vann Equity Management LLC, Plano, TX (11 mi)
- Wave Wealth Management, LLC, Frisco, TX (11 mi)
- J.e. Simmons & Co., P.C., Dallas, TX (11 mi)
- Advisor Resource Council, Dallas, TX (11 mi)
- Fluent Financial, LLC, Addison, TX (11 mi)
- Balefire, LLC, Addison, TX (11 mi)
- Dfs Advisory, Denton, TX (12 mi)
- Planguide Financial, Southlake, TX (12 mi)
- Prestige Wealth Management, Southlake, TX (12 mi)
- Beaird Harris, Farmers Branch, TX (12 mi)
- Applewhite & Buys Financial Advisors, Dallas, TX (12 mi)
- Principia Wealth Advisory, LLC, Dallas, TX (12 mi)
- Prospera Financial Services, Inc., Dallas, TX (13 mi)
- United Capital Financial Advisors, Irving, TX (13 mi)
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Frequently asked questions
How many retirement plan advisors serve Lewisville?
We list 80 retirement plan advisors serving Lewisville, TX: 1 based there and 79 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 Lewisville?
The top-ranked retirement plan advisors serving Lewisville, TX are Bannerman Wealth, Fisher\smb, Cfo4life, Riverchase Wealth Management, LLC and Schlegel Dunn LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lewisville are verified against official records?
10 of the top 10 match an active official record: Bannerman Wealth (U.S. Securities and Exchange Commission), Fisher\smb (U.S. Securities and Exchange Commission), Cfo4life (U.S. Securities and Exchange Commission), Riverchase Wealth Management, LLC (U.S. Securities and Exchange Commission) and Schlegel Dunn 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 .