#1Rockwall Wealth Management
ROCKWALL WEALTH MANAGEMENT INC
Serves this area from Rockwall, TX (5 mi)
Retirement Plan Advisors in Rowlett, TX
The top-ranked retirement plan advisors serving Rowlett, TX are Rockwall Wealth Management, Ld Lowe Wealth Advisory and Lemnis Capital. We list 81 retirement plan advisors serving Rowlett, 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 Rowlett, 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 Rowlett
#2Ld Lowe Wealth Advisory
L.D. LOWE WEALTH ADVISORY, INC.Serves this area from Richardson, TX (10 mi)#3Lemnis Capital
LEMNIS CAPITAL LLCServes this area from Richardson, TX (11 mi)#4Strategic Wealth Planning
BLUM FINANCIAL, LPServes this area from Richardson, TX (11 mi)#5Bland Garvey Wealth Advisors, LLC
BLAND GARVEY WEALTH ADVISORS, LLCServes this area from Richardson, TX (12 mi)#6Generational Wealth Advisors
TALIS ADVISORY SERVICES, LLCServes this area from Richardson, TX (12 mi)#7Insight Wealth Partners
INSIGHT WEALTH PARTNERS, LLCServes this area from Plano, TX (13 mi)#8Level Four Advisory Services
LEVEL FOUR ADVISORY SERVICES, LLCServes this area from Dallas, TX (13 mi)#9Apeiron
APEIRON RIA LLCServes this area from Dallas, TX (13 mi)#10Eq Wealth Advisors
EQ WEALTH ADVISORS, LLCServes this area from Dallas, TX (13 mi)
20 more providers serving this area
- Probity Advisors, Inc., Dallas, TX (13 mi)
- Gfn Capital Management, Richardson, TX (13 mi)
- Strata Wealth Advisors, LLC, Dallas, TX (13 mi)
- Revere Asset, Allen, TX (14 mi)
- Act Wealth Management, LLC, Allen, TX (14 mi)
- L & B Realty Advisors, LLP, Dallas, TX (14 mi)
- Tkc Wealth Management LLC, Dallas, TX (15 mi)
- Burford Brothers, Inc., University Park, TX (16 mi)
- Ackerman Capital Management, Dallas, TX (16 mi)
- Double Eagle Wealth Management LLC, Dallas, TX (16 mi)
- Prospera Financial Services, Inc., Dallas, TX (16 mi)
- Roserock Wealth Management, LLC, Dallas, TX (16 mi)
- Vaquero Private Wealth, Ltd., Dallas, TX (16 mi)
- Applewhite & Buys Financial Advisors, Dallas, TX (16 mi)
- Principia Wealth Advisory, LLC, Dallas, TX (16 mi)
- Beaird Harris, Farmers Branch, TX (16 mi)
- Advisor Resource Council, Dallas, TX (16 mi)
- Balefire, LLC, Addison, TX (16 mi)
- Crescent Advisor Group, Inc., Plano, TX (16 mi)
- Steadtrust, Allen, TX (16 mi)
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Frequently asked questions
How many retirement plan advisors serve Rowlett?
We list 81 retirement plan advisors serving Rowlett, TX: 0 based there and 81 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 Rowlett?
The top-ranked retirement plan advisors serving Rowlett, TX are Rockwall Wealth 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 Rowlett are verified against official records?
10 of the top 10 match an active official record: Rockwall Wealth 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 .