#1Succession Financial, Inc
SUCCESSION FINANCIAL, INC.
Based in McKinney, TX
Retirement Plan Advisors in McKinney, TX
The top-ranked retirement plan advisors serving McKinney, TX are Succession Financial, Inc, Steadtrust and Act Wealth Management, LLC. We list 66 retirement plan advisors serving McKinney, 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 McKinney, 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 McKinney
#2Steadtrust
STEADTRUST LLCServes this area from Allen, TX (6 mi)#3Act Wealth Management, LLC
ACT WEALTH MANAGEMENT, LLCServes this area from Allen, TX (8 mi)#4United Advisors America
UNITED ADVISORS AMERICA CORPORATIONServes this area from Prosper, TX (8 mi)#5Revere Asset
REVERE ASSET MANAGEMENT, INC.Serves this area from Allen, TX (8 mi)#6Wave Wealth Management, LLC
WAVE WEALTH MANAGEMENT, LLCServes this area from Frisco, TX (10 mi)#7Insight Wealth Partners
INSIGHT WEALTH PARTNERS, LLCServes this area from Plano, TX (11 mi)#8Clairalpha Advisors LLC
CLAIRALPHA ADVISORS LLCServes this area from Frisco, TX (12 mi)#9Quadcap Wealth Management, LLC
QUADCAP WEALTH MANAGEMENT, LLCServes this area from Frisco, TX (12 mi)#10Kingstone Capital Partners Texas, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLCServes this area from Frisco, TX (12 mi)
20 more providers serving this area
- Astra Wealth Management Group, Plano, TX (12 mi)
- Tfr Capital, Plano, TX (12 mi)
- Strategic Financial Planning, Inc., Plano, TX (12 mi)
- Moss, Luse & Womble, LLC, Plano, TX (12 mi)
- Schlegel Dunn LLC, Plano, TX (13 mi)
- Crescent Advisor Group, Inc., Plano, TX (14 mi)
- Strategic Wealth Planning, Richardson, TX (14 mi)
- Vann Equity Management LLC, Plano, TX (14 mi)
- Lemnis Capital, Richardson, TX (15 mi)
- Tevis Investment Management, LLC, Plano, TX (16 mi)
- Ld Lowe Wealth Advisory, Richardson, TX (16 mi)
- Bland Garvey Wealth Advisors, LLC, Richardson, TX (16 mi)
- Generational Wealth Advisors, Richardson, TX (16 mi)
- Bannerman Wealth, Lewisville, TX (18 mi)
- Retirement Advisors, LLC, Dallas, TX (18 mi)
- Gfn Capital Management, Richardson, TX (18 mi)
- Focus 401 (k) Group, LLC, Addison, TX (18 mi)
- J.e. Simmons & Co., P.C., Dallas, TX (19 mi)
- Fisher\smb, Carrollton, TX (19 mi)
- Advisor Resource Council, Dallas, TX (19 mi)
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Frequently asked questions
How many retirement plan advisors serve McKinney?
We list 66 retirement plan advisors serving McKinney, TX: 1 based there and 65 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 McKinney?
The top-ranked retirement plan advisors serving McKinney, TX are Succession Financial, Inc, Steadtrust, Act Wealth Management, LLC, United Advisors America and Revere Asset. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving McKinney are verified against official records?
10 of the top 10 match an active official record: Succession Financial, Inc (U.S. Securities and Exchange Commission), Steadtrust (U.S. Securities and Exchange Commission), Act Wealth Management, LLC (U.S. Securities and Exchange Commission), United Advisors America (U.S. Securities and Exchange Commission) and Revere Asset (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 .