#1United Advisors America
UNITED ADVISORS AMERICA CORPORATION
Serves this area from Prosper, TX (29 mi)
Retirement Plan Advisors in Sherman, TX
The top-ranked retirement plan advisors serving Sherman, TX are United Advisors America, Succession Financial, Inc and Steadtrust. We list 24 retirement plan advisors serving Sherman, TX. 24 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 Sherman, TX (Grayson County). 24 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 Sherman
#2Succession Financial, Inc
SUCCESSION FINANCIAL, INC.Serves this area from McKinney, TX (30 mi)#3Steadtrust
STEADTRUST LLCServes this area from Allen, TX (36 mi)#4Wave Wealth Management, LLC
WAVE WEALTH MANAGEMENT, LLCServes this area from Frisco, TX (36 mi)#5Act Wealth Management, LLC
ACT WEALTH MANAGEMENT, LLCServes this area from Allen, TX (37 mi)#6Revere Asset
REVERE ASSET MANAGEMENT, INC.Serves this area from Allen, TX (38 mi)#7Clairalpha Advisors LLC
CLAIRALPHA ADVISORS LLCServes this area from Frisco, TX (38 mi)#8Kingstone Capital Partners Texas, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLCServes this area from Frisco, TX (38 mi)#9Quadcap Wealth Management, LLC
QUADCAP WEALTH MANAGEMENT, LLCServes this area from Frisco, TX (38 mi)#10Astra Wealth Management Group
TYCHE WEALTH PARTNERS LLCServes this area from Plano, TX (39 mi)
14 more providers serving this area
- Tfr Capital, Plano, TX (39 mi)
- Schlegel Dunn LLC, Plano, TX (40 mi)
- Moss, Luse & Womble, LLC, Plano, TX (40 mi)
- Strategic Financial Planning, Inc., Plano, TX (40 mi)
- Insight Wealth Partners, Plano, TX (41 mi)
- Complete Wealth Management, LLC, Denton, TX (41 mi)
- Dfs Advisory, Denton, TX (42 mi)
- Crescent Advisor Group, Inc., Plano, TX (43 mi)
- Vann Equity Management LLC, Plano, TX (43 mi)
- Tevis Investment Management, LLC, Plano, TX (44 mi)
- Bannerman Wealth, Lewisville, TX (44 mi)
- Strategic Wealth Planning, Richardson, TX (44 mi)
- Fisher\smb, Carrollton, TX (46 mi)
- Riverchase Wealth Management, LLC, Flower Mound, TX (48 mi)
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Frequently asked questions
How many retirement plan advisors serve Sherman?
We list 24 retirement plan advisors serving Sherman, TX: 0 based there and 24 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 Sherman?
The top-ranked retirement plan advisors serving Sherman, TX are United Advisors America, Succession Financial, Inc, Steadtrust, Wave Wealth Management, LLC and Act Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Sherman are verified against official records?
10 of the top 10 match an active official record: United Advisors America (U.S. Securities and Exchange Commission), Succession Financial, Inc (U.S. Securities and Exchange Commission), Steadtrust (U.S. Securities and Exchange Commission), Wave Wealth Management, LLC (U.S. Securities and Exchange Commission) and Act Wealth Management, 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 .