#1 Astra Wealth Management Group
TYCHE WEALTH PARTNERS LLC
Based in Plano, TX
Call (972) 327-8820 · WebsiteRetirement Plan Advisors in Plano, TX
The top-ranked retirement plan advisors serving Plano, TX are Astra Wealth Management Group, Crescent Advisor Group, Inc. and Insight Wealth Partners. We list 66 retirement plan advisors serving Plano, 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 Plano, 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 Plano
#2 Crescent Advisor Group, Inc.
CRESCENT ADVISOR GROUP, INC.Based in Plano, TXCall (972) 490-0150 · Website#3 Insight Wealth Partners
INSIGHT WEALTH PARTNERS, LLCBased in Plano, TXCall (972) 543-4800 · Website#4 Moss, Luse & Womble, LLC
MOSS, LUSE & WOMBLE, LLCBased in Plano, TXCall (972) 674-2584 · Website#5 Schlegel Dunn LLC
SCHLEGEL DUNN LLCBased in Plano, TXCall (972) 327-3607 · Website#6 Strategic Financial Planning, Inc.
STRATEGIC FINANCIAL PLANNING, INC.Based in Plano, TXCall (972) 403-1234 · Website#7 Tevis Investment Management, LLC
TEVIS INVESTMENT MANAGEMENT, LLCBased in Plano, TXCall (972) 971-2169 · Website#8 Tfr Capital
TFR CAPITAL, LLCBased in Plano, TXCall (800) 765-0397 · Website#9 Vann Equity Management LLC
VANN EQUITY MANAGEMENT LLCBased in Plano, TXCall (214) 983-0346 · Website#10 Strategic Wealth Planning
BLUM FINANCIAL, LPServes this area from Richardson, TX (4 mi)Call (214) 727-6000 · Website
20 more providers serving this area
- Revere Asset, Allen, TX (5 mi)
- Act Wealth Management, LLC, Allen, TX (5 mi)
- Bland Garvey Wealth Advisors, LLC, Richardson, TX (5 mi)
- Generational Wealth Advisors, Richardson, TX (5 mi)
- Lemnis Capital, Richardson, TX (5 mi)
- Steadtrust, Allen, TX (5 mi)
- Ld Lowe Wealth Advisory, Richardson, TX (6 mi)
- Quadcap Wealth Management, LLC, Frisco, TX (6 mi)
- Clairalpha Advisors LLC, Frisco, TX (6 mi)
- Kingstone Capital Partners Texas, LLC, Frisco, TX (6 mi)
- Retirement Advisors, LLC, Dallas, TX (7 mi)
- Gfn Capital Management, Richardson, TX (7 mi)
- Focus 401 (k) Group, LLC, Addison, TX (7 mi)
- Wave Wealth Management, LLC, Frisco, TX (7 mi)
- J.e. Simmons & Co., P.C., Dallas, TX (7 mi)
- Advisor Resource Council, Dallas, TX (8 mi)
- Balefire, LLC, Addison, TX (9 mi)
- Fluent Financial, LLC, Addison, TX (9 mi)
- Bannerman Wealth, Lewisville, TX (9 mi)
- Fisher\smb, Carrollton, TX (9 mi)
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Frequently asked questions
How many retirement plan advisors serve Plano?
We list 66 retirement plan advisors serving Plano, TX: 9 based there and 57 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 Plano?
The top-ranked retirement plan advisors serving Plano, TX are Astra Wealth Management Group, Crescent Advisor Group, Inc., Insight Wealth Partners, Moss, Luse & Womble, 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 Plano are verified against official records?
10 of the top 10 match an active official record: Astra Wealth Management Group (U.S. Securities and Exchange Commission), Crescent Advisor Group, Inc. (U.S. Securities and Exchange Commission), Insight Wealth Partners (U.S. Securities and Exchange Commission), Moss, Luse & Womble, 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 .