#1 Gfn Capital Management
GLAZER CAPITAL MANAGEMENT, LLC
Based in Richardson, TX
Call (972) 385-0007 · WebsiteRetirement Plan Advisors in Richardson, TX
The top-ranked retirement plan advisors serving Richardson, TX are Gfn Capital Management, Ld Lowe Wealth Advisory and Lemnis Capital. We list 81 retirement plan advisors serving Richardson, 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 Richardson, 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 Richardson
#2 Ld Lowe Wealth Advisory
L.D. LOWE WEALTH ADVISORY, INC.Based in Richardson, TXCall (972) 335-2523 · Website#3 Lemnis Capital
LEMNIS CAPITAL LLCBased in Richardson, TXCall (972) 928-6196#4 Strategic Wealth Planning
BLUM FINANCIAL, LPBased in Richardson, TXCall (214) 727-6000 · Website#5 Bland Garvey Wealth Advisors, LLC
BLAND GARVEY WEALTH ADVISORS, LLCServes this area from Richardson, TX (2 mi)Call (972) 231-2503 · Website#6 Generational Wealth Advisors
TALIS ADVISORY SERVICES, LLCServes this area from Richardson, TX (2 mi)Call (972) 378-1795 · Website#7 Insight Wealth Partners
INSIGHT WEALTH PARTNERS, LLCServes this area from Plano, TX (5 mi)Call (972) 543-4800 · Website#8 Level Four Advisory Services
LEVEL FOUR ADVISORY SERVICES, LLCServes this area from Dallas, TX (5 mi)Call (972) 665-0878 · Website#9 Crescent Advisor Group, Inc.
CRESCENT ADVISOR GROUP, INC.Serves this area from Plano, TX (6 mi)Call (972) 490-0150 · Website#10 Vann Equity Management LLC
VANN EQUITY MANAGEMENT LLCServes this area from Plano, TX (6 mi)Call (214) 983-0346 · Website
20 more providers serving this area
- Tkc Wealth Management LLC, Dallas, TX (7 mi)
- J.e. Simmons & Co., P.C., Dallas, TX (7 mi)
- Advisor Resource Council, Dallas, TX (7 mi)
- Balefire, LLC, Addison, TX (7 mi)
- Prospera Financial Services, Inc., Dallas, TX (7 mi)
- Retirement Advisors, LLC, Dallas, TX (7 mi)
- Tevis Investment Management, LLC, Plano, TX (7 mi)
- Apeiron, Dallas, TX (7 mi)
- Applewhite & Buys Financial Advisors, Dallas, TX (7 mi)
- Eq Wealth Advisors, Dallas, TX (7 mi)
- Fluent Financial, LLC, Addison, TX (7 mi)
- Focus 401 (k) Group, LLC, Addison, TX (7 mi)
- Principia Wealth Advisory, LLC, Dallas, TX (7 mi)
- Probity Advisors, Inc., Dallas, TX (7 mi)
- Beaird Harris, Farmers Branch, TX (7 mi)
- Revere Asset, Allen, TX (8 mi)
- Strata Wealth Advisors, LLC, Dallas, TX (8 mi)
- Strategic Financial Planning, Inc., Plano, TX (8 mi)
- Act Wealth Management, LLC, Allen, TX (8 mi)
- Moss, Luse & Womble, LLC, Plano, TX (8 mi)
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Frequently asked questions
How many retirement plan advisors serve Richardson?
We list 81 retirement plan advisors serving Richardson, TX: 4 based there and 77 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 Richardson?
The top-ranked retirement plan advisors serving Richardson, TX are Gfn Capital Management, Ld Lowe Wealth Advisory, Lemnis Capital, Strategic Wealth Planning and Bland Garvey Wealth Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Richardson are verified against official records?
10 of the top 10 match an active official record: Gfn Capital Management (U.S. Securities and Exchange Commission), Ld Lowe Wealth Advisory (U.S. Securities and Exchange Commission), Lemnis Capital (U.S. Securities and Exchange Commission), Strategic Wealth Planning (U.S. Securities and Exchange Commission) and Bland Garvey Wealth Advisors, 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 .