#1Bannerman Wealth
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Serves this area from Lewisville, TX (4 mi)
Retirement Plan Advisors in The Colony, TX
The top-ranked retirement plan advisors serving The Colony, TX are Bannerman Wealth, Kingstone Capital Partners Texas, LLC and Clairalpha Advisors LLC. We list 80 retirement plan advisors serving The Colony, 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 The Colony, TX (Denton County). 80 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 The Colony
#2Kingstone Capital Partners Texas, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLCServes this area from Frisco, TX (4 mi)#3Clairalpha Advisors LLC
CLAIRALPHA ADVISORS LLCServes this area from Frisco, TX (5 mi)#4Quadcap Wealth Management, LLC
QUADCAP WEALTH MANAGEMENT, LLCServes this area from Frisco, TX (5 mi)#5Schlegel Dunn LLC
SCHLEGEL DUNN LLCServes this area from Plano, TX (5 mi)#6Tfr Capital
TFR CAPITAL, LLCServes this area from Plano, TX (5 mi)#7Astra Wealth Management Group
TYCHE WEALTH PARTNERS LLCServes this area from Plano, TX (5 mi)#8Wave Wealth Management, LLC
WAVE WEALTH MANAGEMENT, LLCServes this area from Frisco, TX (6 mi)#9Fisher\smb
FISHER RETIREMENT SOLUTIONS LLCServes this area from Carrollton, TX (6 mi)#10Moss, Luse & Womble, LLC
MOSS, LUSE & WOMBLE, LLCServes this area from Plano, TX (6 mi)
20 more providers serving this area
- Strategic Financial Planning, Inc., Plano, TX (7 mi)
- Tevis Investment Management, LLC, Plano, TX (7 mi)
- Crescent Advisor Group, Inc., Plano, TX (8 mi)
- Vann Equity Management LLC, Plano, TX (8 mi)
- Retirement Advisors, LLC, Dallas, TX (8 mi)
- Focus 401 (k) Group, LLC, Addison, TX (9 mi)
- J.e. Simmons & Co., P.C., Dallas, TX (10 mi)
- Cfo4life, Coppell, TX (10 mi)
- Advisor Resource Council, Dallas, TX (11 mi)
- Fluent Financial, LLC, Addison, TX (11 mi)
- Riverchase Wealth Management, LLC, Flower Mound, TX (11 mi)
- Balefire, LLC, Addison, TX (11 mi)
- Insight Wealth Partners, Plano, TX (12 mi)
- United Advisors America, Prosper, TX (12 mi)
- Applewhite & Buys Financial Advisors, Dallas, TX (12 mi)
- Beaird Harris, Farmers Branch, TX (12 mi)
- Principia Wealth Advisory, LLC, Dallas, TX (12 mi)
- Bland Garvey Wealth Advisors, LLC, Richardson, TX (12 mi)
- Generational Wealth Advisors, Richardson, TX (12 mi)
- Gfn Capital Management, Richardson, TX (12 mi)
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Frequently asked questions
How many retirement plan advisors serve The Colony?
We list 80 retirement plan advisors serving The Colony, TX: 0 based there and 80 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 The Colony?
The top-ranked retirement plan advisors serving The Colony, TX are Bannerman Wealth, Kingstone Capital Partners Texas, LLC, Clairalpha Advisors LLC, Quadcap Wealth Management, 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 The Colony are verified against official records?
10 of the top 10 match an active official record: Bannerman Wealth (U.S. Securities and Exchange Commission), Kingstone Capital Partners Texas, LLC (U.S. Securities and Exchange Commission), Clairalpha Advisors LLC (U.S. Securities and Exchange Commission), Quadcap Wealth Management, 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 .