Top financial advisors in Flower Mound, TX
We’ve curated a list of the best financial advisors in Flower Mound, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$105,552,374
Number of advisors
4 advisors
| $105,552,374 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Flower Mound, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Flower Mound. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Riverchase Wealth Management, LLC
Riverchase Wealth Management, LLC is an investment advisory firm specializing in financial planning, investment management services, and retirement plan consulting. Established on March 9, 2011, in Texas, the firm requires clients to enter into written agreements before providing services. Services offered include financial planning based on fixed fees, with detailed analysis and recommendations in areas such as cash flow, investment planning, tax planning, and estate planning. Initial consultations are complimentary, with subsequent planning consultations and comprehensive financial plans available for a fee. The firm manages discretionary assets totaling $211,957,507 as of December 31, 2024, with a minimum account size of $250,000 for investment management services, potentially waived based on client needs. Riverchase Wealth Management acts as a fiduciary, providing ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. The firm does not accept performance-based fees, ensuring alignment with client interests. Clients have investment discretion but can terminate discretionary authorization at any time. Riverchase Wealth Management does not accept voting authority for client securities and has not faced any bankruptcy petitions in the past ten years.
$105,552,374 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Flower Mound, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Flower Mound. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.